PIMCO Group CIO Dan Ivascyn explains why volatility is creating a target-rich environment in fixed income, and how to build a resilient portfolio that capitalizes on opportunities across public and private markets.

Join Colin Reedie, Head of Active Strategies, and Matthew Rees, Head of Global Bond Strategies at LGIM, as they chat through the more volatile world of fixed income investing, where we are in the economic cycle and the outlook for active fixed income investing more generally.

Peer-to-peer technology platforms have unlocked tremendous value in many sectors of the economy. Think of Airbnb and eBay, for example. Yet despite finance being one of the most astute users of technology, the repo and sec lending markets have defied attempts to make them more efficient. That may be about to change.

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In Natixis Investment Managers 2024 institutional investor survey, 60% of Australian respondents said they were looking for new opportunities or areas of interest in private markets. One area which is certainly benefitting from this increased interest is Asset-Backed Finance (ABF).

Brian Carney, lead portfolio manager of the Mawer Global Credit Opportunities strategy discusses tightening of credit spreads, risks in the leveraged loan market, and the limited compensation for high-yield bonds.

There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. BNP Paribas Asset Management's James McAlevey (Head of Global Aggregate and Absolute Return) explains the merits of absolute return fixed income investing in the current environment.

In today’s environment, one could take on less risk for the same expected return, says Vaguard's Head of Advice Methodology.

Group CIO Dan Ivascyn underscores why high-quality bonds are better positioned for 2025, given their attractive yields and valuations relative to cash and equities.

LSEG’s macroeconomic experts discuss divergence and dispersion—where impact has been most significant, and trends being seen today.

The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio…

Although the traditional asset allocation portfolio mix of 60% stocks and 40% bonds has been a widely adopted investment approach that has spanned decades, a lower interest rate environment coupled with the underperformance of equities and bonds has investors questioning the validity of the 60-40 asset allocation model.…

Watch Robert DiMella, CFA, Executive Managing Director and Co-Head of MacKay Municipal Managers, share timely insights on recent developments in the municipal bond market.

John Miller, Head and Chief Investment Officer of the Municipal Credit team at First Eagle Investment, provides his outlook on municipal credit, where his team are finding opportunities and the impact of concerns such as tariffs and inflation.

This episode of Fixed on ESG by PGIM Fixed Income navigates how securitisation helps fund green assets, the challenges of measuring financed emissions, and the evolving regulatory landscape.

Our conversation covers Howard's journey from his early days in finance to his current insights on the evolving credit landscape.

Listen to David Favier, Head of Structured Credit at BNP Paribas Asset Management, as he discusses the ins and outs of asset-backed securities and their role as a diversification asset in a broad fixed income portfolio with Daniel Morris, Chief Market Strategist.

Find out what is driving the equity and fixed income markets and whether we can expect the current gold rush to continue.

In the ever-evolving fixed income markets, active management offers compelling opportunities for investors. CIO Core Strategies Mohit Mittal explains PIMCOS's process for building resilient portfolios and the areas they see opportunity to maximize potential total return today.

This episode of All the Credit kicks off our new sub-series, Credit Markets in Transition, with an in-depth look at the rapidly growing ABF sector.

This episode of Fixed on ESG explores the complexities of green bonds and their reported emissions.