There’s growing consensus that rates have peaked and now is an opportune time
to reassess investment options, prime case in point is Term Deposits (TDs)...
Higher for longer is not a new narrative (FOMC) - Seema Shah, Chief Global Strategist, Principal Asset Management.
At today’s Federal Open Market Committee (FOMC)...
In the context of fighting inflation, the 'final mile' represents the successful and sustainable achievement of a central bank's inflation target.
Stephen Dover, Chief Investment...
Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
Key takeaways:
Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets.
Fixed income provides highly efficient...
Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
From Seema Shah, Chief Global Strategist, Principal Asset Management
For months, many leading indicators of economic activity have been signaling a future recession. The full...
Following the horror of the Hamas-led attacks in Israel this weekend, global investors are contemplating the potential impact on broad investment markets. Although challenging,...
PIMCO has released its latest 6–12 month outlook on the global economy and markets. PIMCO Economist Tiffany Wilding and PIMCO CIO of Global Fixed Income Andrew Balls write:...
