Securitized products and private asset-based finance (ABF) have monopolized the discourse with investors seeking to diversify their portfolios while capturing additional spread and yield.

Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.

Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.

Why are actively managed core bonds attractive today? PIMCO portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.

The discussion covers the role of stablecoins in the U.S. debt landscape, why they differ from the eurodollar market, and how their adoption could inhibit bank credit growth. Finally, they consider how these developments point toward a Modern Monetary Theory (MMT) framework.

PIMCO President and Global Head of Credit Research Group, Christian Stracke, shares his insights at this year’s Milken Institute Global Conference.

Inflation remains the headline act in global markets, but the heat doesn’t stop there. Earnings season is setting the stage for fresh surprises, Korean equities are testing the durability of the emerging markets rally as leveraged ETF dynamics unwind, and AI driven capex is rippling through credit markets. Meanwhile, the VIX…

Although inflation risks have moderated, they have not disappeared. Central banks around the globe are increasingly debating rate hikes. The Fed is expected to remain on hold, but policy risks remain skewed toward hawkish outcomes.

Bond markets have been transformed by a generational reset in yields, creating a very different backdrop for investors than just a few years ago.

Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.

Emerging markets debt (EMD) has grown significantly in breadth and depth over the past two decades, creating a more diverse opportunity set for institutional investors.

Brian Carney, lead portfolio manager of the Mawer Global Credit Opportunities Strategy, examines a fixed income backdrop reshaped by geopolitical escalation, an energy shock, and sharply changing interest-rate expectations.

For decades, the United States has been viewed as a global economic hegemon, but recent fiscal and trade policies, and the rise of cryptocurrencies, could have a lasting impact on the country’s role in the global economy and trading system.

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? Is an overweight position in equities versus bonds still appropriate, including a preference for U.S. equities, and particularly technology stocks?

Robeco's Arnout van Rijn discusses the ongoing search for safe havens while markets continue hitting fresh new all-time highs. Also in this episode: the Korean paradox, the rise of stablecoins, and why share buybacks are replacing dividends.

PGIM brought together experts from its affiliates to discuss the interplay between public and private credit.

This episode of All the Credit highlights liability-driven strategies in our new sub-series, Credit Markets in Transition.

In the latest episode of The Investors’ Guide to Asia, Multi-Asset Fund Manager George Efstathopoulos and Fixed Income Fund Manager Terrence Pang discuss how energy security and the AI capex cycle are reshaping Asia into a more fragmented investment landscape.

With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks?

In this episode of Outerblue Convictions, host Swaha Pattanaik speaks with Monica Defend, Head of the Amundi Investment Institute, about how the team is interpreting the latest moves in macro and bond market volatility, and what this means for portfolio allocation.