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PIMCO
Is the role of bonds changing in the face of low yields?
Despite historically low yields, PIMCO believes fixed income remains essential in portfolios, perhaps in their words "now more than ever". Their case study explains how active bond management continues to offer potential for alpha generation and risk mitigation.
Here's an 8 minute video produced by PIMCO detailing their research on the role of fixed income in a portfolio. Topics include:
Inflation concerns
Implications of the recent fiscal package
Monetary policy questions
The role of fixed income in a low yield environment
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