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Economic and Market Commentary Macro at PIMCO: Beyond Duration Calls(video) Macro at PIMCO: Beyond Duration Calls PIMCO leverages its deep understanding of macroeconomics, policy, and industry nuance to construct portfolios primed to uncover opportunity and manage risks.
Economic and Market Commentary Why the Term Premium Matters for Bond Investors(video) Why the Term Premium Matters for Bond Investors A timely discussion on the term premium, which may be signaling the possibility of rising compensation for bond investors as the yield curve potentially re-steepens.
Secular Outlook Yield Advantage 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.
Investment Strategies Yield Matters: A Fresh Look at Active Fixed Income(video) Yield Matters: A Fresh Look at Active Fixed Income High quality fixed income yields have reached their highest levels in decades, presenting an exciting opportunity for investors – and a return to our roots.
Viewpoints Will the True Treasury Term Premium Please Stand Up? Will the True Treasury Term Premium Please Stand Up? Various methods to estimate this key bond market gauge differ on details but appear to signal rising investor compensation.
Blog One Hike, Three Hints, and a Surprise Rate Cut One Hike, Three Hints, and a Surprise Rate Cut Recent signals from major central banks suggest challenges ahead with easing monetary policy amid above-target inflation.
Blog Bond Markets Overlook U.S. Debt Trajectory, For Now Bond Markets Overlook U.S. Debt Trajectory, For Now Debt levels will likely continue to rise absent policy changes, and the yield curve is likely to steepen.
Viewpoints Navigating Uncertainty with Alternative Investments(video) Navigating Uncertainty with Alternative Investments Gain insights on how investors can adapt to today’s market landscape from a panel discussion at our recent Alternatives Investor Conference. Unlocking the Power of Alternative Investments Adapting to the Evolving Credit Landscape Capitalizing on Change in the Real Estate Market Decoding Quant Strategies
Viewpoints Major Central Banks Maintain Hard-Line Stance on Inflation Major Central Banks Maintain Hard-Line Stance on Inflation “Restrictive for longer” is now the mantra as monetary policymakers seek to bring inflation reliably to target.
Blog At Jackson Hole, Fed Reinforces Policy Stance At Jackson Hole, Fed Reinforces Policy Stance The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
Richard Clarida Global Economic Advisor Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Dr. Clarida is a managing director in the New York office and PIMCO's global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm's global strategic advisor from 2006 to 2018. He served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System from September 2018 to January 2022. Dr. Clarida is also the C. Lowell Harriss Professor of Economics and International Affairs at Columbia University. Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, in which he served as chief economic advisor to two U.S. Treasury Secretaries. Earlier in his career, he was with Credit Suisse and Grossman Asset Management. He has 26 years of investment experience and holds a Ph.D. and a master's degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois.