Economic and Market Commentary June 2024 Update from the Australia Trade Floor Portfolio manager Adam Bowe explains why now might be the perfect time to increase your bond allocation.
Economic and Market Commentary June 2024 Update from the Australia Trade Floor Portfolio manager Adam Bowe explains why now might be the perfect time to increase your bond allocation.
Economic Outlook Facing the Music: Challenges and Opportunities in Today’s Commercial Real Estate Market Embracing resilience in CRE amid unprecedented challenges Read More
Economic Outlook Facing the Music: Challenges and Opportunities in Today’s Commercial Real Estate Market Embracing resilience in CRE amid unprecedented challenges 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
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
Rethinking Bonds: Why Fixed Income Should Be on Your Radar Today The fixed income market has experienced dramatic transformations over the past couple of years, offering new opportunities for investors. Read More
Rethinking Bonds: Why Fixed Income Should Be on Your Radar Today The fixed income market has experienced dramatic transformations over the past couple of years, offering new opportunities for investors. 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
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.
Economic Outlook Facing the Music: Challenges and Opportunities in Today’s Commercial Real Estate Market Embracing resilience in CRE amid unprecedented challenges
Economic and Market Commentary Major Shakeup in U.S. Election Diminishes Odds of a Republican Sweep With Vice President Kamala Harris likely to be the Democratic nominee, the race for the White House has shifted and congressional Democratic prospects have improved.
Investment Strategies Private Markets: Early Innings for Asset Based Lending(video) Explore the opportunities we see in consumer-related lending, which offers quality and potentially a great runway for growth.
Economic and Market Commentary Developed Market Public Debt: Risks and Realities In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.
Economic and Market Commentary ECB: Next Stop, September While the European Central Bank kept policy rates unchanged, the next cut is likely to be delivered soon.