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China Leads Emerging Asia to Greater Role in Capital Markets
by Luke Spajic of PIMCO, 8/14/17

Over the next 12 to 24 months, we expect that Asia, led by China, will become a far more significant part of the global capital markets – and global investment portfolios.

China and Emerging Asia: A New Dawn for the Capital Markets
by Luke Spajic of PIMCO, 7/26/17

Asia’s integration into world financial markets may be accelerating.

Asia’s Long-Term Outlook: All Eyes on China’s Party Congress
by Issac Meng, Luke Spajic of PIMCO, 6/27/17

The global economy faces several potential pivots in the direction and scale of monetary, fiscal, trade, geopolitical and exchange rate policies. One in particular will help determine the long-term outlook for China and emerging Asia.

China: For Global Investors, It’s All About the Currency
by Luke Spajic of PIMCO, 1/10/17

Chinese local interest rates rose substantially late last year, and many bond offerings have been canceled, creating financial strain for some Chinese companies.

A Constructive Case for Emerging Markets
by Michael Gomez, Lupin Rahman, Francesc Balcells, Pramol Dhawan, Luke Spajic of PIMCO, 8/15/16
Improving fundamentals in emerging markets warrant a more optimistic investment approach.

Challenges Remain for Asia's Economies
by Luke Spajic, Tadashi Kakuchi, Adam Bowe of PIMCO, 4/8/16
Complicated growth and policy environments in China and Japan create challenges for the region.

Policy Support Amid Sluggish Growth: Asia’s Economies in Transition
by Adam Bowe, Luke Spajic, Tadashi Kakuchi of PIMCO, 1/12/16
Policy will be critical over the coming year but options are constrained by excessive debt, domestic politics and potential asset bubbles.

Getting Serious About Investing Responsibly
by Luke Spajic, Josh Olazabal of PIMCO, 10/9/13
To date, much of ESG-related investing has focused on negative screening, but we believe there is a better approach. This approach rests on three pillars: identifying and analyzing key ESG issues facing a given investment sector, engaging with the issuers of securities, and supporting the development of markets for ESG investments.

Goodbye Planet Rates, Hello Planet Quantity: Credit Markets in a Zero Rate World
by Luke Spajic of PIMCO, 5/22/12
There is a sense that developed market economies are somehow undergoing a reversed metamorphosis reverting from butterfly back to caterpillar where growth is crawling as opposed to flying. The fear of credit destruction, perhaps triggered by deflationary scares, becomes a bigger obsession for central banks. The culture of credit risk-taking changes as rates go lower and approach zero with a perennial risk of the economy tipping into deflation.

QE2 and Its Impact on Sterling Credit Markets
by Ketish Pothalingam and Luke Spajic of PIMCO, 11/15/11
The removal of government bond supply combined with the likely suppression of yields may encourage investors to seek out greater yield via investment grade bonds in the credit markets. The BoEs new round of QE could exacerbate the imbalance between supply and demand and leave a hole in supply that is highly unlikely to be filled by sterling credit issuance. The lack of issuance in the case of non-financials is generally due to strong corporate balance sheets, undrawn credit lines at banks and the rebirth of the loan market.
10 results found.