The conversation focuses on four areas, the first three of which are from our joint research: (1) US exceptionalism in the economy and markets, including what produced it and whether it’s likely to continue; (2) Artificial intelligence, with a focus on AI’s potential for transformative impacts on productivity, and the…
Discover why a diversified, broad basket commodities strategy may offer a more comprehensive solution compared to single commodity allocations like gold. As one of the largest U.S. broad basket commodities managers, according to Morningstar, PIMCO provides expertise in seeking to maximize potential returns, hedge against…
In this episode, Grayson Witcher, the lead manager of the U.S. Equity Strategy, discusses the key drivers currently impacting the U.S. economy, including inflation, interest rates, artificial intelligence, and the upcoming presidential election.
In this episode of "Unearthed," John and Joe discuss the recent U.S. Nonfarm Payrolls report and its impact on the gold market. The stronger-than-expected employment data has shifted expectations around Federal Reserve rate cuts, leading to a dip in gold prices. While Western investors are adjusting expectations for future…
Markets are preparing for lower rates. Fixed income investors who need their portfolios to keep on generating enough income are having to evaluate their options. For those who don't have the stomach for high yield debt, the investment grade segment of the credit market has some interesting possibilities. Tune in to hear…
Unearthing the unseen in geopolitics. Watch Geopolitical Strategist Thomas Mucha delve into the investment impact of structural geopolitical shifts and share his latest take on the upcoming US election.
Julien Albertini discusses why expectations for a successful “soft landing” may amplify vulnerabilities, and which sectors and asset classes could benefit most from a rate cutting cycle.
Having captured the imagination, generative AI continues to spread and evolve. This requires an investment approach that transcends software and models. AI’s reach extends from semiconductors and chip-making machines to areas such as cooling systems and renewable energy. Watch our video with Pam Hegarty and Derek Glynn.
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
In our latest video, Stephanie Neal, Client Portfolio Manager for sustainable investing, discusses how transition investing works with Robeco emerging market investors Rob Schellekens and Thu Ha Chow.
In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal…
In the face of rapid economic changes and a shifting political landscape, investors need to consider how fiscal policies will influence the evolving investment outlook. Glenn Hubbard and Jason Furman, former Chairs of the Council of Economic Advisers under Presidents George W. Bush and Barack Obama, join PGIM Fixed Income’s…
Macro strategist Mike Medeiros joins host Thomas Mucha to discuss the potential market impacts of the upcoming US election. Listen to the full episode to understand how different outcomes in the House, Senate, and White House races could shape the economy.
Canada is the world’s fourth largest oil producer because of Alberta’s oil sands, but 98% of its exports go to the U.S. The Trans Mountain pipeline expansion aims to change that and open up exports to new markets in countries like Japan, China and India.
