Economic and Market Commentary March 2024 Update from the Australia Trade Floor Portfolio Manager Aaditya Thakur discusses why now is the best opportunity in over a decade to de-risk from equities into fixed income without giving up much return.
Economic and Market Commentary March 2024 Update from the Australia Trade Floor Portfolio Manager Aaditya Thakur discusses why now is the best opportunity in over a decade to de-risk from equities into fixed income without giving up much return.
Viewpoints Harnessing the Power of Capital Efficiency to Build High Performing Institutional Portfolios Capital efficiency offers Australian institutional investors an opportunity to increase risk-adjusted returns. Read More
Viewpoints Harnessing the Power of Capital Efficiency to Build High Performing Institutional Portfolios Capital efficiency offers Australian institutional investors an opportunity to increase risk-adjusted returns. Read More
Viewpoints 3 Reasons Why Bonds Make More Sense than Term Deposits Today While term deposits may seem like a safe option, bond funds can offer greater liquidity, diversification, and potential for capital appreciation. Read More
Viewpoints 3 Reasons Why Bonds Make More Sense than Term Deposits Today While term deposits may seem like a safe option, bond funds can offer greater liquidity, diversification, and potential for capital appreciation. 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
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.
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
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.
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
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 Alternatives Income
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.
Blog ECB: Next Stop, June While market pricing looks more reasonable, European Central Bank rate cuts, which could commence in June, are unlikely to be delivered as aggressively as the market expects in 2024.
Careers Celebrating International Women’s Day(video) This March 8th we’re celebrating International Women’s Day, and social, economic, cultural, and political achievements of women around the world.
Viewpoints Harnessing the Power of Capital Efficiency to Build High Performing Institutional Portfolios Capital efficiency offers Australian institutional investors an opportunity to increase risk-adjusted returns.
Economic and Market Commentary March 2024 Update from the Australia Trade Floor(video) Portfolio Manager Aaditya Thakur discusses why now is the best opportunity in over a decade to de-risk from equities into fixed income without giving up much return.
Blog The Crude Calculus: Predicting Oil’s Next Moves Amid Global Uncertainties OPEC+ strategies and geopolitical tensions could roil markets.