Secular Outlook Yield Advantage The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in other markets. Read More
Secular Outlook Yield Advantage The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in other markets. Read More
Viewpoints Today’s Historic Opportunity in Actively Managed Bonds David Braun, Portfolio Manager, discusses why today's starting yields and cooling inflation create a compelling case for investors to enter the bond market and the important role active managers play.
Viewpoints Today’s Historic Opportunity in Actively Managed Bonds David Braun, Portfolio Manager, discusses why today's starting yields and cooling inflation create a compelling case for investors to enter the bond market and the important role active managers play.
Asset Allocation Outlook When Markets Diverge, Opportunities Emerge Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios. Read More
Asset Allocation Outlook When Markets Diverge, Opportunities Emerge Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios. Read More
View from the Investment Committee What to Expect When You’re Expecting Rate Cuts Group CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential central bank rates cuts around the globe.
View from the Investment Committee What to Expect When You’re Expecting Rate Cuts Group CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential central bank rates cuts around the globe.
Blog Bank of Canada: Target in Sight With inflation moderating, we expect the Bank of Canada to cut rates later this year. Read More
Blog Bank of Canada: Target in Sight With inflation moderating, we expect the Bank of Canada to cut rates later this year. Read More
Viewpoints Opportune Time for High‑Quality Global Bonds Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.
Viewpoints Opportune Time for High‑Quality Global Bonds Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.
Economic and Market Commentary Preparing for Diverging Economic Paths Marc Seidner, CIO Non-Traditional Strategies, shares his views on where investors can find relative value opportunities today amid fast-evolving markets.
Economic and Market Commentary Preparing for Diverging Economic Paths Marc Seidner, CIO Non-Traditional Strategies, shares his views on where investors can find relative value opportunities today amid fast-evolving markets.
Economic and Market Commentary Get Ahead: Term Out Your Assets As central banks eye cutting rates, investors seeking higher returns may consider extending maturities beyond traditional cash investments to lock in today’s high bond yields – and potentially benefit from price appreciation, too.
Economic and Market Commentary Get Ahead: Term Out Your Assets As central banks eye cutting rates, investors seeking higher returns may consider extending maturities beyond traditional cash investments to lock in today’s high bond yields – and potentially benefit from price appreciation, too.
Cyclical outlook Diverging Markets, Diversified Portfolios With the paths of major economies poised to diverge, we believe it is critical to actively seek out investment opportunities globally. Read More
Cyclical outlook Diverging Markets, Diversified Portfolios With the paths of major economies poised to diverge, we believe it is critical to actively seek out investment opportunities globally. Read More
Cyclical outlook Navigating the Descent Our outlook for the global economy and markets over the next year READ MORE
Cyclical outlook Navigating the Descent Our outlook for the global economy and markets over the next year READ MORE
Viewpoints Specialty Finance: Seize Today’s Compelling Entry Point Learn about the factors that are creating unique entry points in specialty finance, and why PIMCO experts believe there are attractive risk-adjusted returns and greater scale than ever before.
Viewpoints Specialty Finance: Seize Today’s Compelling Entry Point Learn about the factors that are creating unique entry points in specialty finance, and why PIMCO experts believe there are attractive risk-adjusted returns and greater scale than ever before.
View From the Trade Floor Four Reasons for the Recent Rise in Global Bond Yields Despite inflation trending lower, bond yields have risen higher. Mike Cudzil, portfolio manager, explains the reasons behind the surge and why we think fixed income is particularly attractive right now.
View From the Trade Floor Four Reasons for the Recent Rise in Global Bond Yields Despite inflation trending lower, bond yields have risen higher. Mike Cudzil, portfolio manager, explains the reasons behind the surge and why we think fixed income is particularly attractive right now.
View from the Investment Committee Value Returns to Fixed Income Markets Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead.
View from the Investment Committee Value Returns to Fixed Income Markets Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead.
Cyclical outlook Post Peak Our outlook for the global economy and markets over the next year Read More
Cyclical outlook Post Peak Our outlook for the global economy and markets over the next year Read More
View from the Investment Committee Higher Bond Yields Create an Attractive Alternative to Equities Group CIO Dan Ivascyn discusses how fixed income has the potential to offer lower volatility, greater resilience, and better relative value to equities at a time when risk assets look more expensive. Learn more about where we’re seizing opportunities today.
View from the Investment Committee Higher Bond Yields Create an Attractive Alternative to Equities Group CIO Dan Ivascyn discusses how fixed income has the potential to offer lower volatility, greater resilience, and better relative value to equities at a time when risk assets look more expensive. Learn more about where we’re seizing opportunities today.
Cyclical outlook Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold. Read More
Cyclical outlook Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold. Read More
Why PIMCO Learn More About PIMCO You Face Challenges. We See Possibilities. For 50+ years, PIMCO has worked relentlessly to help millions of investors around the world pursue their financial goals while navigating market change. Active Management We believe that active management is the responsible way to invest our clients' assets. Tested Process Our clients rely on an investment process that has been tested in virtually every market environment. Culture of Innovation We innovate to give our clients an edge. Featured Strategies Short-Term Strategies ETFs Income Credit Pools Core
You Face Challenges. We See Possibilities. For 50+ years, PIMCO has worked relentlessly to help millions of investors around the world pursue their financial goals while navigating market change. Active Management We believe that active management is the responsible way to invest our clients' assets. Tested Process Our clients rely on an investment process that has been tested in virtually every market environment. Culture of Innovation We innovate to give our clients an edge.
Economic and Market Commentary June CPI Marks Progress Along the Last Mile to Inflation Target A second straight month of encouraging U.S. core CPI data supports an initial Federal Reserve rate cut as early as September.
Economic and Market Commentary Navigating Public and Private Credit Markets: Liquidity, Risk, and Return Potential Comparing public fixed income and private credit markets involves weighing factors related to liquidity, transparency, credit quality, risk premium, and opportunity costs.
Investment Strategies How Can Your Cash Work Harder?(video) Investors hold cash for a variety of reasons, but having the bulk of cash in traditional instruments may not be the best option across all the reasons for holding cash. A liquidity tiering strategy can help investors gauge how much cash they actually need in their portfolios based on their goals and objectives -- and how much they should consider allocating to higher-returning short duration strategies.
Investment Strategies Specialty Finance: An Expanding World of Opportunity(video) Join Portfolio Manager Kris Kraus as he walks through the rapidly growing specialty finance market and the compelling investment opportunities it offers within private credit.
Investment Strategies Gain an Active Edge in the Bond Market(video) PIMCO’s portfolios are built to take advantage of structural market inefficiencies to pursue returns – giving us a potential edge versus passive peers.
