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Preferred and Capital Securities Fund: Bank Fundamentals Haven’t Been This Strong in Decades
by Philippe Bodereau, Yuri Garbuzov, Jeff Helsing of PIMCO, 6/5/18

A segment of the credit market many investors may overlook, preferred securities are one of PIMCO’s highest-conviction credit views today.

New Bond Issuance: The Active Management Advantage
by Christian Stracke, Jeff Helsing of PIMCO, 6/13/17

New equity offerings can garner media buzz. Think of recent initial public offerings (IPOs) by Snapchat, Alibaba and Visa. Business media enthuse, investors clamor, and share prices often rise, at least initially.

Don't Pay Too Much for That Bordeaux - Or That Bond
by Jeff Helsing of PIMCO, 4/10/13
The financial markets reliance on ratings agencies and benchmarks, along with regulations, can cause distortions in the value of some securities. These price distortions can create potential opportunities for some investors. Investors should consider aligning capital allocation with outcome-oriented objectives that arent influenced by credit ratings or benchmarks.

Rethinking Risk: Pension Plans Should Adjust to Global Realities
by Jeff Helsing of PIMCO, 2/22/12
Many governments are carrying higher levels of debt, which can increase both economic and asset volatility as well as default risk. The resulting incremental increase in default risk suggests pension portfolios may have less duration than implied by traditional measures. Pension plans with high levels of equity exposure should consider increasing durations and credit exposure. Investment guidelines may need to be adjusted so they dont measure credit risk simply by the World Banks definition of emerging markets.
4 results found.