Macro Perspectives New Paradigm? Secular forces in the global economy suggest we aren’t likely to see a new paradigm of stronger growth, higher inflation and higher interest rates under the Trump administration.
View from the Investment Committee View From the Investment Committee With Dan Ivascyn Group CIO Dan Ivascyn talks about being “respectful” of uncertainty, why a bond bear market is unlikely and the market implications of Trump’s pro-growth agenda.
Viewpoints Breakeven Inflation Rates: What’s Beyond the Post-Election Bump? Trump’s fiscal and immigration policies appear likely to boost the near-term inflation trajectory.
PIMCO Blog The Trump Trade: Rhetoric Versus Reality Investors have generally been “risk on” since Donald Trump’s victory on 8 November. Are they right?
PIMCO Blog Muni Investors: Look for Opportunities Amid Post-Election Policy Shifts Municipal investors are now mulling what the shifting policy agenda under a Donald Trump presidency and Republican Congress could mean for their portfolios – and we see opportunities for active management amid the related volatility.
