Insights

In our Cyclical Outlook, we see the paths of major economies poised to diverge, making it critical to actively seek out investment opportunities globally.

Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.

David Braun, Portfolio Manager, discusses why today's starting yields and cooling inflation create a compelling case for investors to enter the bond market and the important role active managers play.

This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.

CIO Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why now is the time to invest in high quality global corporate bonds, loans and high yield credit given current market dynamics.

Private credit tends to refer to non-bank lending, where loans are made directly to companies or borrowers. In this video, Lalantika Medema, Executive Vice President and Product Strategist, explains the concept and the areas of opportunity today.

Tune into an engaging discussion on aviation finance and learn how PIMCO has partnered with High Ridge Aviation to deliver funding solutions to this exciting area of specialty finance.

PIMCO Group CIO Dan Ivascyn discusses the key implications for bonds, stocks, and cash as central banks hold rates at elevated levels.

With equity valuations stretched and cash yields fleeting, bonds look attractive by many measures.

In our Cyclical Outlook, we see the paths of major economies poised to diverge, making it critical to actively seek out investment opportunities globally.

This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.

PIMCO Group CIO Dan Ivascyn discusses the key implications for bonds, stocks, and cash as central banks hold rates at elevated levels.

With equity valuations stretched and cash yields fleeting, bonds look attractive by many measures.

Economist Tiffany Wilding shares four macro themes from our 2024 outlook likely to influence global markets, including the potential for a U.S. interest rate-cutting cycle.

Watch Group CIO Dan Ivascyn discuss how investors can navigate 2024’s global market dynamics, emphasizing the importance of actively managed, high-quality bonds with appealing yields and valuations given today’s uncertain environment.

Listen to Group CIO Dan Ivascyn discuss balancing opportunities and risks in private credit today, and why selectivity remains key to take advantage of attractive multi-year prospects.

Our Cyclical Outlook for the global economy and markets over the next year.

Watch Dr. Ben Bernanke, the former Fed chair who navigated the central bank through the Great Recession and now is a senior advisor at PIMCO, and Marc Seidner, PIMCO’s CIO of nontraditional strategies, discuss how central banks may shape global monetary policy in 2024 and what it all means for investors.

Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.

David Braun, Portfolio Manager, discusses why today's starting yields and cooling inflation create a compelling case for investors to enter the bond market and the important role active managers play.

CIO Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why now is the time to invest in high quality global corporate bonds, loans and high yield credit given current market dynamics.

Private credit tends to refer to non-bank lending, where loans are made directly to companies or borrowers. In this video, Lalantika Medema, Executive Vice President and Product Strategist, explains the concept and the areas of opportunity today.

Tune into an engaging discussion on aviation finance and learn how PIMCO has partnered with High Ridge Aviation to deliver funding solutions to this exciting area of specialty finance.

The U.S. Fed’s potential rate cuts should stabilise the Asia credit market overall, but have a mixed impact on the region’s economies.

Pramol Dhawan, PIMCO’s Head of Emerging Markets, explores the evolving dynamics of emerging markets and how the firm’s unique strategies, global reach and robust relationships help clients navigate the asset class.

Explore PIMCO's approach to quantitative investment strategies at our recent Alternatives Investor Conference.

Discover potential opportunities in the real estate market from a panel discussion at our recent Alternatives Investor Conference.

While the European Central Bank refrained from declaring victory at its April meeting, a June rate cut seems increasingly likely.

The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024.

Recent signals from major central banks suggest challenges ahead with easing monetary policy amid above-target inflation.

Federal Reserve officials appear locked in for multiple rate cuts this year, despite inflation reaccelerating – raising questions about the speed and timing of this easing cycle.

The BOJ's exit from monetary easing provides fresh opportunities for bond market investors.

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.

OPEC+ strategies and geopolitical tensions could roil markets.

Debt levels will likely continue to rise absent policy changes, and the yield curve is likely to steepen.

Adding real assets to a stock and bond portfolio can help boost returns and smooth volatility when inflation runs above 2%.

Before Economic Forums were mainstream on Wall Street, our investment professionals were gathering to identify economic and market trends for our clients. Decades later, the cornerstone of our process is stronger and more important than ever.

Tony Crescenzi and host John Nersesian take a deep dive into today’s bond market and the impact of Fed policy, how investors should be thinking about their fixed income allocations now, and the compelling opportunities presented by higher starting yields across sectors. To explore outcomes for every market, visit pimco.com/outcomes.

Even after gold ceased to be the “standard” in the global monetary system last century, it maintains its glitter as a viable investment, especially during periods of rising inflation.

Alternative investments offer opportunities to diversify portfolios in times of market uncertainty. But among a range of options, investors must first understand the risks and benefits.

Our clients rely on an investment process that has been tested in virtually every market environment. Honed over 50 years, our process has helped millions of investors manage risk and pursue returns through every market environment.

As part of PIMCO’s ESG process, we believe that identifying and successfully engaging with companies that are willing to improve their ESG standing is critical for investors.

As investors, we believe ESG fixed income – or bonds – could soon rise to a place of leadership in sustainable investing.

During periods of extreme market volatility, investors often focus on short-term returns not long-term goals. Learn how advisors can help reduce negative consequences of emotional decision making by providing valuable guidance in this video.

Watch as John Nersesian, head of advisor education, discusses how financial professionals can identify, measure, and communicate their significant contributions and outcomes to their clients. Interested in continuing education on the topic? Visit pimco.com/advisoreducation.