By Lotfi Karoui and Gabriel Cazaubieilh, PIMCO
Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality,...
Comments from Erik Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The Fed is right where it should be right now. Congratulations are in...
PIMCO has released its latest 6–12 month outlook on the global economy and markets. PIMCO Economist Tiffany Wilding and PIMCO CIO of Global Fixed Income Andrew Balls write:...
While the consensus market outlook has shifted, US Treasuries don't appear to be following along, according to Western Asset, part of Franklin Templeton.
Robert Abad,...
From Joe Unwin, Head of Portfolio Management at Apostle Funds Management
Private credit is in the media spotlight right now, but for the wrong reasons.
Frequent...
By John Vibert, Head of Credit, PGIM
Credit markets have grown rapidly over the past decade. In 2025, private credit accounted for roughly 27 percent...
From Anders Persson, Nuveen Global Head of Fixed Income
An excerpt from its recent Global Investment Committee Viewpoints
Despite today’s increased volatility, markets remain efficient overall,...
An extract from The Art of Boring, Mawer Investment Management Podcast Episode 196, with Brian Carney, Portfolio Manager of the Mawer Global Credit Opportunities...
By Steven Boothe, Head of Investment-Grade Fixed Income at T. Rowe Price
Diminished price discovery, flawed sampling methodologies, elevated transaction costs, an inability for passive...
