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Investment Education Resources

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Allocating across a broad range of global sectors and asset classes can help enhance return potential and moderate overall portfolio volatility. Learn about our risk-factor-based approach to asset allocation and the factors that investors should consider when deciding where to invest.

The Benefits of a Diversified Bond Portfolio
The Benefits of Staying Invested

The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

Risk factor diversification

Risk factor diversification

Traditional portfolio construction approaches, which focus on asset class diversification, may fall short of investors’ goals. A more efficient diversification strategy may be to allocate across the underlying “risk factors.”

The chart depicts examples of how hedging effectiveness varies depending on market scenario. It outlines most effective and least effective environment for correlation-based hedges (long Treasuries, trend following, alternative risk premia) and direct hedges (tail risk).
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Bonds offer the potential for regular income, preservation of capital and portfolio diversification, and can also serve as a hedge against riskier asset classes, particularly in times of economic uncertainty. Learn about the benefits of a diversified global bond portfolio and the broad array of sectors from which investors can choose.

Sustainable Investing: Understanding ESG in Bonds
The Benefits of a Diversified Bond Portfolio
Putting bonds to work

Putting bonds to work

An overview of the potential benefits of bonds, including income, diversification, price appreciation and steadier returns.

Duration

Duration

Most bond investors know that interest rate changes can affect the value of their fixed income holdings. How a bond or bond portfolio’s value is likely to be impacted by rising or falling rates is best measured by duration.

Corporate Bonds

Corporate Bonds

After government bonds, the corporate bond market is the largest section of the global bond universe. With a vast array of maturities, yields and credit quality available, investing in corporate bonds has the potential to provide higher yields than government bonds and diversification benefits for investors.

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Complementary asset classes and investment strategies can potentially provide an overall risk and reward balance in a portfolio over the long term. Explore these select topics to learn more about the ever-expanding range of investment choices available today.

Sustainable Investing: Understanding ESG in Bonds
Understanding Preferred Securities

Understanding Preferred Securities

Traditional preferred securities (“preferreds”) are fixed-income investments with equity-like features mainly issued by large banks and insurance companies.

Understanding Alternatives’ Speak
The Benefits of Staying Invested

The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

Measuring closed-end fund performance: Net Asset Value (NAV) versus Market Price
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Understanding the impact that volatility and severe market shocks can have on long-term returns, and planning accordingly, should be an important consideration in investment decision-making. Learn how investors can proactively guard their portfolios against these risks and their potentially disastrous outcomes.

Volatility Checklist Canada
Risk factor diversification

Risk factor diversification

Traditional portfolio construction approaches, which focus on asset class diversification, may fall short of investors’ goals. A more efficient diversification strategy may be to allocate across the underlying “risk factors.”

The chart depicts examples of how hedging effectiveness varies depending on market scenario. It outlines most effective and least effective environment for correlation-based hedges (long Treasuries, trend following, alternative risk premia) and direct hedges (tail risk).
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Over time, inflation erodes investment returns and reduces the purchasing power of savings, posing a significant threat to long-term financial goals. Inflation can also spike unexpectedly, defying the predictions of even the most seasoned professionals. Learn about the historical impact of inflation and ways investors can hedge their portfolios against this threat.

Inflation in a Historical Context
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Clear
Markus Aakko
Executive Office
Tina Adatia
Global and Core Fixed Income Product Strategist
Berdibek Ahmedov
Product Strategist, Global and Real Return
Aimee Almeleh
Account Manager, U.S. Global Wealth Management
Mike Amey
Joshua Anderson
Head of Global ABS Portfolio Management
Del Anderson
Credit Analyst
Kodjo Apedjinou
Quantitative Research Analyst
Yacov Arnopolin
Portfolio Manager, Emerging Markets
Robert Arnott
Founder and Chairman, Research Affiliates
Andrew Balls
CIO Global Fixed Income
Sharad Bansal
Portfolio Manager, Structured Products
Jamil Baz
Head of Client Solutions and Analytics
Peder Beck-Friis
Portfolio Manager, Global Macro
Kofi Bentsi
Portfolio Manager, Emerging Market Corporate Bonds
Andreas Berndt
Portfolio Manager, Euro Investment Grade Credit
Rachel Betton
Portfolio Manager, Municipal Bonds
Jeroen van Bezooijen
Product Manager, EMEA Client Solutions and Analytics
Michael Biemann
Fixed Income Strategist
Justin Blesy
Asset Allocation Strategist
Meredith Block
ESG Research Analyst
Ryan P. Blute
Head of Global Wealth Management, Europe
Global Advisory Board
Philippe Bodereau
Portfolio Manager, Global Head of Financial Research
Andrew Bosomworth
Advisor
Allison Boxer
Economist
David L. Braun
Head of US Financial Institutions Portfolio Management
Jelle Brons
Portfolio Manager, Global Investment Grade Credit
Nathaniel Brown
Director of the PIMCO Foundation
Erin Browne
Portfolio Manager, Multi-Asset Strategies
Giang Bui
Portfolio Manager, Securitized Debt
Esteban Burbano
Fixed Income Strategist
Grover Burthey
Portfolio Manager, ESG
Julie P. Callahan
Libby Cantrill
Executive Office, Public Policy
Yishan Cao
Credit Research Analyst
John R. Cavalieri
Asset Allocation Strategist
Rick Chan
Portfolio Manager, Global Macro Hedge Fund Strategies
Michael Chandra
Stephen Chang
Portfolio Manager, Asia
Frank Chen
Credit Research Analyst
Gang Chen
Solutions Associate
Devin Chen
Portfolio Manager, Commercial Real Estate
Nathan Chiaverini
Portfolio Manager, Short-Term Desk
Richard Clarida
Former Global Strategic Advisor, 2006-2018
Anthony Clarke
Shawn Coffman
Product Strategist
Tom Collier
Alternatives Strategist
Michael Connor
Derivatives Strategist, Quantitative Strategies
Tony Crescenzi
Portfolio Manager, Market Strategist
Josh Davis
Global Head of Client Analytics
Harin de Silva
Portfolio Manager, Special Situations
Mukundan Devarajan
Quantitative Research Analyst, Asset Allocation Research
John M. Devir
Portfolio Manager and Head of Americas Credit Research
Ed Devlin
Pramol Dhawan
Head of Emerging Markets Portfolio Management
Anton Dombrovsky
Anderson Dong
Credit Research Analyst
Matt Dorsten
Portfolio Manager, Quantitative Strategy
Anna Dragesic
Head of Global Credit Product Strategies
Ran Duan
Head of Emerging Markets Analytics
Ronald Espinosa
Quantitative Research Analyst
Mohsen Fahmi
Joachim Fels
Global Economic Advisor
Sabeen Firozali
Credit Strategist
David Fisher
Co-Head of Strategic Accounts
John Henning Fock
Account Manager
Gene Frieda
Global Strategist
Cristian Fuenzalida
Quantitative Research Analyst
Courtney Garcia
Normane Gillmann
Quantitative Research Analyst
Jennifer Gongola
Behavioral Science Research Manager
Nick Granger
Portfolio Manager, Quantitative Analytics
Adam Gubner
Portfolio Manager, Distressed Debt
Helen Guo
Quantitative Research Analyst, Client Solutions and Analytics
Sachin Gupta
Head of Global Portfolio Management Desk