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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic and Market Commentary Economic Outlook Global Central Bank Focus Global Markets Monthly Market Update Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts I S Clear Daniel J. Ivascyn Group Chief Investment Officer Kimberley Stafford Global Head of Product Strategy; Responsible for Sustainability Oversight Order By Alphabetical Most Recent
View from the Investment Committee Balancing Risk and Return Amidst Political Uncertainty(video) Balancing Risk and Return Amidst Political Uncertainty Uncertain elections and unresolved conflicts globally have heightened geopolitical tensions and risks. Group CIO Dan Ivascyn explains why active management and careful positioning are key in today’s markets.
View from the Investment Committee Bonds Shine in Volatile Times(video) Bonds Shine in Volatile Times We explore how bonds are re-establishing their role as portfolio diversifiers in times of market volatility and central bank divergence.
View from the Investment Committee What to Expect When You’re Expecting Rate Cuts(video) What to Expect When You’re Expecting Rate Cuts Group CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential central bank rates cuts around the globe.
View from the Investment Committee What Higher-for-Longer Rates Mean for Investors(video) What Higher-for-Longer Rates Mean for Investors PIMCO Group CIO Dan Ivascyn discusses the key implications for bonds, stocks, and cash as central banks hold rates at elevated levels.
View from the Investment Committee Bonds Look Attractive Compared With Cash, Equities(video) Bonds Look Attractive Compared With Cash, Equities With equity valuations stretched and cash yields fleeting, bonds look attractive by many measures.