Global dond diversification: Higher yields and new opportunities for aAlpha

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The reset in global bond yields in the early 2020s established a foundation for the return fixed income investors can earn just from being exposed to the broader market. Starting

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CPD: The Fragmentation Era

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In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth

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CPD: Seeking stability

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At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical

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Uncertainty is certain – cyclical outlook

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Key takeaways The change in U.S. leadership increases global economic uncertainty in 2025. The incoming administration’s protectionist proposals have the power to reshape trade relationships and alter economic dynamics worldwide.

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Cyclical outlook – securing the soft landing

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The fixed income outlook remains strong across multiple economic scenarios as the U.S. Federal Reserve joins other central banks in cutting interest rates. Key takeaways In the wake of pandemic

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Key takeaways from PIMCO’s Secular Outlook: Five pivot points to watch

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In a world of insecure stability, investors must prepare for 5 policy pivots that will test markets. In PIMCO’s recently published Secular Outlook, Pivot Points, authors Richard Clarida, Andrew Balls and

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PIMCO Australia Launches ESG Global Bond Fund

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PIMCO, a leading global investment management firm, has launched a dedicated Environmental, Social and Governance (ESG) investment platform globally, offering fixed income solutions to investors seeking attractive returns while making

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Q&A on Brexit: What’s next for markets, banks, the global economy and buying opportunities

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In the following Q&A, portfolio managers Andrew Balls, Mike Amey, and Philippe Bodereau discuss PIMCO’s outlook for the UK and the European Union amid Brexit, and assess global ramifications. Q:

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