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
Economic and Market Commentary Preparing Portfolios for 2023: Consider the Strong Case for Bonds At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities investors may do well to consider in 2023. Learn more from Group CIO Dan Ivascyn.
Economic and Market Commentary Preparing Portfolios for 2023: Consider the Strong Case for Bonds At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities investors may do well to consider in 2023. Learn more from Group CIO Dan Ivascyn.
Viewpoints Don’t Fight the Fed, But Don’t Lose the Thread The U.S. Federal Reserve is likely to pause rate hikes in 2023. At least three factors will drive the decision on when and at what rate to pause. Read More
Viewpoints Don’t Fight the Fed, But Don’t Lose the Thread The U.S. Federal Reserve is likely to pause rate hikes in 2023. At least three factors will drive the decision on when and at what rate to pause. Read More
Viewpoints Commercial Real Estate: Finding Value in Distressed Assets Traditional channels of liquidity for commercial real estate have collapsed, providing attractive opportunities for distressed investors. Read More
Viewpoints Commercial Real Estate: Finding Value in Distressed Assets Traditional channels of liquidity for commercial real estate have collapsed, providing attractive opportunities for distressed investors. Read More
Asset Allocation Outlook Risk‑Off, Yield‑On With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments. Read More
Asset Allocation Outlook Risk‑Off, Yield‑On With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments. Read More
View From the Trade Floor Higher Yields Offer Credit Investors Attractive Return Potential Like most asset markets, credit has not been immune to this year's volatility. But the good news today is that higher-quality yields are attractive again. Learn how investors may benefit from allocating to active fixed income.
View From the Trade Floor Higher Yields Offer Credit Investors Attractive Return Potential Like most asset markets, credit has not been immune to this year's volatility. But the good news today is that higher-quality yields are attractive again. Learn how investors may benefit from allocating to active fixed income.
Economic and Market Commentary Amid Uncertainty, Value Returns to Bonds Economic uncertainties continue to weigh on markets, but the good news is that bond valuations are now back to attractive levels, with yields offering a powerful source of return potential. Learn more from Group CIO Dan Ivascyn.
Economic and Market Commentary Amid Uncertainty, Value Returns to Bonds Economic uncertainties continue to weigh on markets, but the good news is that bond valuations are now back to attractive levels, with yields offering a powerful source of return potential. Learn more from Group CIO Dan Ivascyn.
Cyclical outlook Prevailing Under Pressure With yields now higher, we believe bonds offer compelling value in this challenging macro environment. Read More
Cyclical outlook Prevailing Under Pressure With yields now higher, we believe bonds offer compelling value in this challenging macro environment. Read More
Economic and Market Commentary Inflation, Recession and the Road Ahead PIMCO Economist Tiffany Wilding shares her economic outlook for the next 12 months, and some potential positive outcomes of today’s challenges over the long-term.
Economic and Market Commentary Inflation, Recession and the Road Ahead PIMCO Economist Tiffany Wilding shares her economic outlook for the next 12 months, and some potential positive outcomes of today’s challenges over the long-term.
Viewpoints The Human Factor: Using Behavioral Science to Improve Investment Decisions More optimized and rational decision-making processes can give investment committees an edge. Read More
Viewpoints The Human Factor: Using Behavioral Science to Improve Investment Decisions More optimized and rational decision-making processes can give investment committees an edge. Read More
Viewpoints Taking Credit: Current Opportunities in Public and Private Markets Dan Ivascyn, Group CIO, explains why we’re excited about the significant opportunities we see now across the credit markets, and how PIMCO’s capabilities across both public and private markets makes us uniquely positioned to take advantage of current opportunities across the liquidity spectrum.
Viewpoints Taking Credit: Current Opportunities in Public and Private Markets Dan Ivascyn, Group CIO, explains why we’re excited about the significant opportunities we see now across the credit markets, and how PIMCO’s capabilities across both public and private markets makes us uniquely positioned to take advantage of current opportunities across the liquidity spectrum.
Viewpoints EM Outlook: Is The Time Right For Investors? 2022’s emerging markets debt outflows, the worst ever, have pushed valuations to historically inexpensive levels. What does this mean for investors going forward?
Viewpoints EM Outlook: Is The Time Right For Investors? 2022’s emerging markets debt outflows, the worst ever, have pushed valuations to historically inexpensive levels. What does this mean for investors going forward?
Secular Outlook Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years. Read More
Secular Outlook Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years. Read More
View from the Investment Committee Navigating Volatility, Inflation and Rising Rates As the specter of tightening monetary policy creates uncertainty across markets, Group CIO Dan Ivascyn discusses flexible, defensive strategies that may help investors navigate inflationary risks and the bumpy path toward higher interest rates.
View from the Investment Committee Navigating Volatility, Inflation and Rising Rates As the specter of tightening monetary policy creates uncertainty across markets, Group CIO Dan Ivascyn discusses flexible, defensive strategies that may help investors navigate inflationary risks and the bumpy path toward higher interest rates.
View from the Investment Committee Seizing Opportunities as Valuations Improve Market volatility has lifted bond yields, which can create better long-term investment opportunities and generate higher income. Group CIO Dan Ivascyn discusses how investors can add exposure to areas that have become more attractive.
View from the Investment Committee Seizing Opportunities as Valuations Improve Market volatility has lifted bond yields, which can create better long-term investment opportunities and generate higher income. Group CIO Dan Ivascyn discusses how investors can add exposure to areas that have become more attractive.
Economic and Market Commentary Resilience Required: A Guide for Investors With companies, governments and investors reaching for resilience, Group CIO Dan Ivascyn discusses the importance of active management, the impact of inflation, and opportunities within public and private credit, real estate, and housing.
Economic and Market Commentary Resilience Required: A Guide for Investors With companies, governments and investors reaching for resilience, Group CIO Dan Ivascyn discusses the importance of active management, the impact of inflation, and opportunities within public and private credit, real estate, and housing.
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. Read More
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. Read More
Economic and Market Commentary PIMCO’s Outlook for Bonds Dan Ivascyn, Group CIO, discusses rising rates and volatility, where we’re seeing longer-term value, and the potential benefits of higher yields for active fixed income managers.
Economic and Market Commentary PIMCO’s Outlook for Bonds Dan Ivascyn, Group CIO, discusses rising rates and volatility, where we’re seeing longer-term value, and the potential benefits of higher yields for active fixed income managers.
Economic and Market Commentary Positioning Portfolios in a Fast Moving Cycle Explore our take on investing amid full valuations and higher volatility, why selectivity matters and how we’re positioning portfolios to maintain their long-term potential while taking advantage of short-term market moves.
Economic and Market Commentary Positioning Portfolios in a Fast Moving Cycle Explore our take on investing amid full valuations and higher volatility, why selectivity matters and how we’re positioning portfolios to maintain their long-term potential while taking advantage of short-term market moves.
Understanding Investing Reading the Road Ahead: Behind the Scenes at PIMCO’s Economic Forums 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.
Understanding Investing Reading the Road Ahead: Behind the Scenes at PIMCO’s Economic Forums 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.
Asset Allocation Outlook Opportunity Amid Transformation Investment opportunities, and risks, are evolving as the global economy enters an age of transformation. Read More
Asset Allocation Outlook Opportunity Amid Transformation Investment opportunities, and risks, are evolving as the global economy enters an age of transformation. 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. Resources Put the power of PIMCO to work for you. For 50+ years, we've partnered with clients seeking the best investment solutions. Our array of tools and resources are designed to help you invest with insight and conviction. Go to Resources ic_assignment_turned_in Market Intelligence Understand everything there is to know about fixed income with our comprehensive education series. Go to Market Intelligence ic_groups Behavioral Science Understanding key concepts in behavioral science can help investors keep their emotions in check, make better decisions and achieve superior investment outcomes. Go to Behavioral Science ic_article Explore Bonds Here we offer simple, practical responses to some of the most commonly asked questions about bonds. More On Bonds ic_email Subscriptions Subscribe to get the latest from PIMCO. Go to Subscriptions
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.
Put the power of PIMCO to work for you. For 50+ years, we've partnered with clients seeking the best investment solutions. Our array of tools and resources are designed to help you invest with insight and conviction. Go to Resources
Blog European Outlook: Less Downside Now, But Caution Still Warranted Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.
Viewpoints Pursue Diversification and Return with PIMCO’s Quant Strategies(video) While there are many ways to diversify portfolios using traditional strategies, consider the merits of a disciplined, quantitative investing approach to pursue potential sources of attractive returns in 2023.
Blog Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023.
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.
Viewpoints Staying in Place – The Post-Pandemic Housing Market We expect further weakening in U.S. home prices, although not a sharp decline, as higher mortgage rates pressure affordability and induce many homeowners not to move.
