Analysis & opinion
Policy options are available now to lower US mortgage rates
Several existing policy capabilities could help ease mortgage costs and improve housing affordability without requiring new legislation.
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Analysis & opinion
The top client questions about the US
In this episode of Fixing Your Interest, PIMCO Vice Chair John Studzinski is joined by Libby Cantrill, PIMCO’s Head of Public Policy,…
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Analysis & opinion
Gordon Brown: power and politics in a fragmented world
A year ago, former U.K. Prime Minister Gordon Brown warned that the world was becoming more fragmented, more multipolar, and increasingly shaped…
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Analysis & opinion
The AI investment boom goes beyond America
Economic resilience depends heavily on continued AI investment to bolster growth, imports, and exports around the world.
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Asset allocation
Diversifying globally without giving up yield
Bond yields have moved higher around the world. Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help…
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Analysis & opinion
UK Budget: breathing space, for now
The Budget bought the government some time, but questions remain over borrowing, spending pressures, and the credibility of its deficit-reduction plans.
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