Economic and Market Commentary Capitalizing on Market Shifts in 2024 Watch Group CIO Dan Ivascyn discuss how investors can navigate 2024’s global market dynamics, emphasizing the importance of actively managed, high-quality bonds with appealing yields and valuations given today’s uncertain environment.
Economic and Market Commentary Capitalizing on Market Shifts in 2024 Watch Group CIO Dan Ivascyn discuss how investors can navigate 2024’s global market dynamics, emphasizing the importance of actively managed, high-quality bonds with appealing yields and valuations given today’s uncertain environment.
Viewpoints Q4 2023 Update from the Asia Trade Floor What key themes should investors be watching over the next year? What does China’s slowing economy mean for the world? Asia Portfolio Manager Stephen Chang shares insights with Jingjing Huang.
Viewpoints Q4 2023 Update from the Asia Trade Floor What key themes should investors be watching over the next year? What does China’s slowing economy mean for the world? Asia Portfolio Manager Stephen Chang shares insights with Jingjing Huang.
Viewpoints Beyond Borders: Empowering Clients by Uncovering Opportunities Pramol Dhawan, PIMCO’s Head of Emerging Markets, explores the evolving dynamics of emerging markets and how the firm’s unique strategies, global reach and robust relationships help clients navigate the asset class.
Viewpoints Beyond Borders: Empowering Clients by Uncovering Opportunities Pramol Dhawan, PIMCO’s Head of Emerging Markets, explores the evolving dynamics of emerging markets and how the firm’s unique strategies, global reach and robust relationships help clients navigate the asset class.
View from the Investment Committee What Higher‑for‑Longer Rates Mean for Investors PIMCO Group CIO Dan Ivascyn discusses the key implications for bonds, stocks, and cash as central banks hold rates at elevated levels.
View from the Investment Committee What Higher‑for‑Longer Rates Mean for Investors PIMCO Group CIO Dan Ivascyn discusses the key implications for bonds, stocks, and cash as central banks hold rates at elevated levels.
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.
Viewpoints 2024 Asia Pacific Market Outlook: 4 Themes Investors Should Watch The U.S. Fed’s potential rate cuts should stabilise the Asia credit market overall, but have a mixed impact on the region’s economies. Read More
Viewpoints 2024 Asia Pacific Market Outlook: 4 Themes Investors Should Watch The U.S. Fed’s potential rate cuts should stabilise the Asia credit market overall, but have a mixed impact on the region’s economies. Read More
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.
Asset Allocation Outlook Prime Time for Bonds In our 2024 outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities. Read More
Asset Allocation Outlook Prime Time for Bonds In our 2024 outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities. Read More
Viewpoints Credit Outlook: High Quality Bonds Offer Equity‑Like Return Potential Hear from PIMCO experts about how investors may benefit from capturing today’s compelling yields among high-quality bonds, including investment grade credit. Explore the potential for equity-like returns with lower volatility.
Viewpoints Credit Outlook: High Quality Bonds Offer Equity‑Like Return Potential Hear from PIMCO experts about how investors may benefit from capturing today’s compelling yields among high-quality bonds, including investment grade credit. Explore the potential for equity-like returns with lower volatility.
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
Economic and Market Commentary Higher Yields Today Create Opportunity Explore various ways investors can take advantage of today’s higher bond yields and attractive return potential.
Economic and Market Commentary Higher Yields Today Create Opportunity Explore various ways investors can take advantage of today’s higher bond yields and attractive return potential.
Solutions PIMCO Fixed Income. The pursuit of better outcomes. Discover how PIMCO fixed income can lead to better outcomes. LEARN MORE
Solutions PIMCO Fixed Income. The pursuit of better outcomes. Discover how PIMCO fixed income can lead to better outcomes. LEARN MORE
Viewpoints Look Past Labels: A Risk‑Based Approach for Optimizing Private Wealth Portfolios in the Late Cycle In today’s volatile investing environment, it’s important to fully understand portfolio risk factors to improve risk-adjusted returns. Read More
Viewpoints Look Past Labels: A Risk‑Based Approach for Optimizing Private Wealth Portfolios in the Late Cycle In today’s volatile investing environment, it’s important to fully understand portfolio risk factors to improve risk-adjusted returns. Read More
Economic Outlook Real Estate Reckoning Our long-term outlook embraces a flexible, long-term approach to seize opportunities in debt and equity investments across the real estate landscape. Read More
Economic Outlook Real Estate Reckoning Our long-term outlook embraces a flexible, long-term approach to seize opportunities in debt and equity investments across the real estate landscape. Read More
Economic and Market Commentary Two Former Fed Leaders Decode Central Banks: Part 2 In this two-part series, former Fed chairman Dr. Ben Bernanke, who is now a senior advisor at PIMCO, and Dr. Richard Clarida, a former Fed vice chairman who now is PIMCO’s global economic advisor, share policymakers’ playbook for navigating global challenges. For other insights and our latest economic outlook visit: pimco.com/secular.
Economic and Market Commentary Two Former Fed Leaders Decode Central Banks: Part 2 In this two-part series, former Fed chairman Dr. Ben Bernanke, who is now a senior advisor at PIMCO, and Dr. Richard Clarida, a former Fed vice chairman who now is PIMCO’s global economic advisor, share policymakers’ playbook for navigating global challenges. For other insights and our latest economic outlook visit: pimco.com/secular.
Economic and Market Commentary Two Former Fed Leaders Decode Central Banks: Part 1 In this two-part series, former Fed chairman Dr. Ben Bernanke, who is now a senior advisor at PIMCO, and Dr. Richard Clarida, a former Fed vice chairman who now is PIMCO’s global economic advisor, share policymakers’ playbook for navigating global challenges. For other insights and our latest economic outlook visit: pimco.com/secular.
Economic and Market Commentary Two Former Fed Leaders Decode Central Banks: Part 1 In this two-part series, former Fed chairman Dr. Ben Bernanke, who is now a senior advisor at PIMCO, and Dr. Richard Clarida, a former Fed vice chairman who now is PIMCO’s global economic advisor, share policymakers’ playbook for navigating global challenges. For other insights and our latest economic outlook visit: pimco.com/secular.
Cyclical outlook Fractured Markets, Strong Bonds The effects of tighter financial conditions are becoming apparent, bringing forward the risk of recession while suggesting a supportive backdrop for bonds. Read More
Cyclical outlook Fractured Markets, Strong Bonds The effects of tighter financial conditions are becoming apparent, bringing forward the risk of recession while suggesting a supportive backdrop for bonds. Read More
Asset Allocation Outlook Whether Pause or Pivot, Look to Bonds An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserve’s policy trajectory. Read More
Asset Allocation Outlook Whether Pause or Pivot, Look to Bonds An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserve’s policy trajectory. 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
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 Asia Credit Income ESG
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.
Viewpoints Secular Stars: Why India and Indonesia Are Set to Shine as Global Economic Leaders We believe the two resource-rich economies – once labeled fragile – will be global growth leaders over the next several years, driven by prudent policies and stable macro fundamentals.
Viewpoints Opportune Time for High-Quality Global Bonds(video) Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.
Blog 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 Fed Readies for Rate Cuts: Back Toward Neutral, or Mid-Cycle Adjustment? Federal Reserve officials appear locked in for multiple rate cuts this year, despite inflation reaccelerating – raising questions about the speed and timing of this easing cycle.
Viewpoints Today’s Historic Opportunity in Actively Managed Bonds(video) 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.