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A World of Opportunity
Global cycles have fallen out of sync, and the gaps between markets are widening. PIMCO CIO of Global Fixed Income Andrew Balls says that's the exact type of environment where global active management matters most. · Why different parts of the yield curve look attractive in various markets, and how active management isolates duration by country and by tenor · Why fixed income can serve as both a diversifier to offset volatility and a source of alpha · What AI dominance in the U.S. and China, German defense spending, and other country-specific shifts mean for global bonds Show notes: The…
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