As the Fed gets more aggressive, what’s in store for rates and the economy?
With inflation pushing the Fed to hike rates, is the bond market indicating a potentially hard landing?
Knocking down inflation may require a multi-pronged and painful approach.
The Federal Reserve raised rates for the first time in three years and expects six more hikes this year as it tries to aggressively tamp down rising inflation.
Here’s our case for floating-rate loans during a rate-hike cycle.
Russia’s unprovoked war with Ukraine has already had wide-ranging impacts on the global economy. What’s an investor to do?
Three asset managers discuss the delicate balance this year between inflation and rate hikes, plus other factors impacting the economy.
The Fed faces the task of tackling inflation as COVID wreaks havoc on supply chains, without disrupting the U.S. economy
We posed four questions for Pacific Funds portfolio managers about today’s fixed-income markets. Here are their answers.
The central bank will have to weigh economic growth against reducing inflation. Plus, there’s COVID.
This year will likely be a push and pull between inflation, the Fed and COVID.
When it came to the economy, 2021 made for a wild ride: broken supply chains, spiking inflation, plummeting unemployment, changes in the Fed’s stance, and, despite all this, an estimated GDP growth of 8.7%. Here are 10 charts that we believe best reflect the roller-coaster year.
While much has been made of the cessation of LIBOR (London Inter-Bank Offered Rate) on Dec. 31, 2021, we believe any disruption by the switch to SOFR (Secured Overnight Financing Rate) as the new ARR (Alternative Reference Rate) will be limited.
With the labor market continuing to improve and inflation spiking, Fed officials have moved up their timeline for reducing asset purchases and predict as many as three interest-rate hikes in 2022.
Is rapidly rising inflation a bump in the economic road or a major detour to a full recovery?
Pandemic-related pressures have driven inflation higher—and for longer—than many predicted. Does that mean the Fed will back off its stance that today’s inflation is “expected to be transitory”?
Large supply-chain bottlenecks and labor shortages continue as demand grows. What does this mean for consumers and the economy?
That depends on several factors, including supply chains, COVID, and Big Tech regulation. But in the end, we believe value and small-cap stocks may come out winners.
Relative value currently favors floating-rate loans over high-yield bonds
Consumers with record net worth are spending. Driving both real economic growth and inflation. What effects should we expect?
As regulators set their sights on Big Tech, will large-cap value stocks emerge a winner?
With the economic recovery steady and inflation continuing to be elevated, Fed officials are still on track to raise interest rates in 2023, with tapering predicted by year’s end.
So far, the economic rebound has largely withstood the twin surges of the Delta variant and inflation. Will that continue?
The food-and-beverage sector has generally adjusted well during the pandemic, but important questions remain.
Will the aggressive COVID variant impact the economic rebound? Plus, market insights and more.
Asia produces 70% of the world’s microchips. What’s behind this massive market share and what may chip away at it?
2021’s first half gave us vaccinations, an economic rebound and rising inflation. What’s next?
Temporary supply-chain bottlenecks and labor storages may fuel transitory inflation, but what’s beyond that?
How will the U.S. address the challenges of semiconductor chip shortages that have hampered production for various industries?
With the economy recovering and inflation on the rise, Fed officials now expect to raise interest rates in 2023, a year earlier than previously predicted.
With the consumer bump still ahead, is there too much money chasing too few goods?
Floating-rate loans have attracted increased investor attention given the search for income amid an uncertain interest-rate environment.
Adding corporate debt to an investor’s portfolio may provide higher levels of income, capital appreciation and a hedge against rising interest rates
What’s in store for the economy and credit with a rebounding economy and pent-up demand?
After some economic stumbles, India has corrected course and may be poised for explosive growth…once it stomps out the pandemic wildfire.
The U.S. economy has rebounded thanks to stimulus packages, better supply chains, pent-up demand, and other factors. Is China the next challenge?
Insights into how five Covid-19-impacted sectors are performing more than one year into the pandemic—and what the future may hold.
Federal Reserve officials now expect a faster economic recovery than previously predicted with revised estimates of 54% more GDP growth in 2021.
COVID vaccines and unleashed demand may provide tailwinds, but the year is not without risks.
U.S. Treasury Secretary Steven Mnuchin recently announced that several Federal Reserve (Fed) lending programs won’t be extended beyond year’s end.
The blue shift in the White House may signal added trouble for Big Tech companies.
With the economy slowing in September, the battle for a quick rebound may be far from over.
Insights into how five COVID-19-impacted sectors are performing—and what the future may hold.
How the Pacific Funds Portfolio Optimization Funds offer long-term turnkey investment strategies.
In recent months, investment-grade debt has experienced a ferocious rally. What’s next?
Over the past 40 years, small- to mid-cap (SMID-cap) stocks have outperformed small- and large-cap equities in both bull and bear markets.
Divergence in today’s high yield market can be challenging, but also provides opportunity.
Tina Jones from Rothschild & Co Asset Management US Inc., the subadvisor for the Pacific Funds U.S. equity funds, gives her views on the impact of tariffs on domestic small-cap stocks and what the future may hold.
Portfolio Managers David Weismiller and Ying Qiu share insights into what’s happening in the BBB space and the impact to investors.
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