Another Equities Stumble for Bond Giant PIMCO
The bond giant’s smart-beta funds lost billions for the second straight year despite solid performance for some funds last year.
January 7, 2017
Why the Janus-Henderson Deal Was Just the Beginning
Tough times for active managers have bankers predicting an uptick in M&A.
December 12, 2016
U.K.’s Insight Investment Is Taking on the U.S. Bond Giants
The firm has built a powerful franchise in liability-driven investing. Can it achieve success by bringing its British model to America?
October 19, 2016
New PIMCO Boss Manny Roman Rides to the Firm’s Rescue
Moving on from his role as CEO of British alternative-asset manager Man Group, Roman turns his attention to the troubled bond giant.
August 26, 2016
The Morning Brief: Man CEO Roman to Take Top Job at Pimco
July 21, 2016
So Why Did a Bond Market Indicator of Inflation Collapse?
Sharp drop in yield spread between TIPS and conventional Treasuries reflects lower inflation expectations, not a change in investor preferences.
June 26, 2016
5 Reasons Investors Might Not Want to Turn Risk Off Just Yet
With extraordinarily soft monetary policy and low risk of recession in the U.S., there’s still value to be found in distressed debt.
June 16, 2016
In the Global Economy, There’s No Place Like U.S. Housing
Low interest rates and a strong labor market in the U.S. are making residential real estate a cozy investment opportunity.
April 17, 2016
It’s Time for Investors to Sharpen Their Approach to Cash Management
Structural changes in markets and new regulations make it urgent to explore alternatives to traditional cash vehicles, before the Fed hikes again.
April 11, 2016
Negative Yields Drive Investors to U.S. Corporates
Funds flee German and Japanese bonds in search of yield. The haven of choice: the U.S., where corporate yields provide some shelter.
Robert Stowe England
March 10, 2016