Blog Quick Takes: Are Fears of Higher Rates Overdone? Rates are rising, but the benefits of investing in core bonds remain.
Rates are rising, but the benefits of investing in core bonds remain. PIMCO portfolio manager David Braun explains why rates may be peaking, why higher rates may mean higher return potential, and how core bonds may reduce portfolio volatility. For more of our views on the interest rate outlook and its implications for investors, please see “Rise Above Rising Rates.” LEARN MORE
Strategy Spotlight Income Strategy Update: Opportunities Ahead Rising yields, wider spreads, and heightened market volatility are providing an attractive environment, but caution in credit selection is warranted.
Blog Credit Where Credit Is Due: Four Common Misconceptions in Public and Private Credit Markets Heightened market volatility has led to misconceptions about credit, in our view. We dispel four of them here.
Blog Fed Outlook: Expeditious but Nimble Federal Reserve hikes policy rate 50 basis points, while remaining flexible in fighting inflation.
Blog China’s Property Sector Slump: Is Recovery on the Horizon? In the absence of immediate and substantive policy easing at the national level, we believe that the sector could pose a serious risk to the government’s GDP growth target in 2022.
Asset Allocation Outlook Late‑Cycle Strategies We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
Viewpoints Hotel Market in a Post‑COVID World Hotels have recovered from the depths of the pandemic, but markets continue to evolve and the recovery has been uneven.