The spike in bond yields presents an opportunity for fixed income investors to earn capital gains and diversify portfolios.
View From the Trade Floor
Despite inflation trending lower, bond yields have risen higher. Mike Cudzil, portfolio manager, explains the reasons behind the surge and why we think fixed income is particularly attractive right now.
The sovereign credit rating cut is unlikely to significantly change views toward U.S. Treasuries, but questions about debt sustainability may grow louder over time.
Mike Cudzil, portfolio manager, fixed income, and Jason Steiner, portfolio manager, alternative credit, discuss the current mortgage market, what opportunities may exist in the mortgage market, and why we believe PIMCO is well-positioned to respond quickly to these potential opportunities.
Investing Across the Spectrum: Part 2
Investing Across the Spectrum: Part 3
Investing Across the Spectrum: Part 4
As investors seek to pinpoint market expectations for Federal Reserve policy, it’s critical to consider not just rate projections and derivatives pricing, but the degree of uncertainty and distribution of outcomes.