Refine Search

Search Results

6 results found.

Multi-Sector Credit: Flexibility Amid Shifting Markets
by Sonali Pier, Eve Tournier of PIMCO, 3/12/19

We believe an active, flexible, multi-sector approach may offer investors better long-term results by focusing on structural opportunities to generate alpha.

Benefiting From Flexibility: Opportunities in Multi‑Sector Credit
by Eve Tournier, Sonali Pier of PIMCO, 11/16/17

As many traditional credit sectors begin to approach full valuations, credit investors may want to look in new directions for attractive returns with manageable downside risk. In diversified credit portfolios today, de-risking and building liquidity are important, but we also see attractive relative value opportunities in a couple of (sometimes overlooked) sectors.

French Election: A Positive Result for Markets, But Don’t Be Complacent
by Nicola Mai, Philippe Bodereau, Eve Tournier of PIMCO, 5/10/17

Centrist candidate Emmanuel Macron will be inaugurated as the next French president on 14 May, thanks to a clear win in the second-round runoff against the far-right candidate Marine Le Pen.

French Election: Near‑term Risks Recede But Caution Still Warranted
by Nicola Mai, Philippe Bodereau, Eve Tournier of PIMCO, 4/25/17

Markets breathed a sigh of relief today as the moderate centrist candidate Emmanuel Macron qualified for the second round of the French presidential election in two weeks, together with the far-right anti-establishment candidate Marine Le Pen.

Follow the ECB Compass
by Eve Tournier of PIMCO, 12/10/14
As the European Central Bank continues to expand its balance sheet to counter low growth and ?low inflation, we believe European duration should remain relatively well-anchored and European assets should be well supported. Looking ahead, in a world of low yielding European core rates, we believe credit will continue to attract investors. We continue to see spread compression opportunities in peripheral sovereign, fundamentally improving banks and high yield.

Europe, Not Too Hot, Not Too Cold Sweet Spot for Credit Investors
by Eve Tournier of PIMCO, 5/8/14
European economies are improving, yet the regions low growth and low inflation will keep the central bank engaged. As such, European duration should be safer versus other major developed economies. Given recent European Central Bank comments pointing to a further easing bias, we believe it makes European assets relatively attractive, especially in sectors with deleveraging fundamentals, positive technicals and attractive valuations.
6 results found.