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.
Economic and Market Commentary April 2024 Update from the Australia Trade Floor Portfolio manager Rob Mead discusses why last month’s important shifts in central bank policies globally make the Australian bond market particularly attractive for investors right now.
Economic and Market Commentary April 2024 Update from the Australia Trade Floor Portfolio manager Rob Mead discusses why last month’s important shifts in central bank policies globally make the Australian bond market particularly attractive for investors right now.
Blog As Global Rates Shift, Opportunities Arise for Australian Investors Against the backdrop of an evolving monetary policy landscape, Australian bonds present a compelling case for investment. Read More
Blog As Global Rates Shift, Opportunities Arise for Australian Investors Against the backdrop of an evolving monetary policy landscape, Australian bonds present a compelling case for investment. 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.
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 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
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
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
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 Why Yield Matters Attractive starting yields underpin our constructive outlook for fixed income.
Economic and Market Commentary Get Ahead: Term Out Your Assets(video) 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. Learn more in the latest cyclical outlook
Viewpoints 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.
Economic and Market Commentary Preparing for Diverging Economic Paths(video) Marc Seidner, CIO Non-Traditional Strategies, shares his views on where investors can find relative value opportunities today amid fast-evolving markets. Learn more in the latest cyclical outlook
View from the Investment Committee What to Expect When You’re Expecting Rate Cuts(video) 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.