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 May 2024 Update from the Australia Trade Floor Portfolio manager Aaditya Thakur discusses why, despite recent market expectations, the RBA’s next move is more likely a cut rather than a hike.
Economic and Market Commentary May 2024 Update from the Australia Trade Floor Portfolio manager Aaditya Thakur discusses why, despite recent market expectations, the RBA’s next move is more likely a cut rather than a hike.
Blog RBA Holds Firm as Inflation Moderates: Navigating the Bumpy Road Ahead Despite recent market expectations, the RBA’s next move is more likely a rate cut than a rate hike. Read More
Blog RBA Holds Firm as Inflation Moderates: Navigating the Bumpy Road Ahead Despite recent market expectations, the RBA’s next move is more likely a rate cut than a rate hike. Read More
Asset Allocation Outlook When Markets Diverge, Opportunities Emerge Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios. Read More
Asset Allocation Outlook When Markets Diverge, Opportunities Emerge Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios. 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.
Economic and Market Commentary Capitalizing on Diverging Global Economies(video) Learn how we are navigating differences in monetary policies and economic outlooks in order to optimize portfolio performance.
Economic and Market Commentary Positioning Portfolios Across Global Asset Classes(video) Take a deep dive into how we’re positioning across global asset classes, the allocations we’re overweighting and underweighting, and why we’re focusing on quality
Blog RBA Holds Firm as Inflation Moderates: Navigating the Bumpy Road Ahead Despite recent market expectations, the RBA’s next move is more likely a rate cut than a rate hike.
Blog April Inflation Report Unlikely to Alter Fed’s Path April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation.
Strategy Spotlight Income Strategy Update: Capitalizing on the Global Opportunities in Fixed Income With the potential for higher-for-longer yields across countries, we see the global fixed income opportunity set as the most attractive in years.