Latest Insights 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. Learn More Filter: Section: Tag: Date: Expert: Ticker: Reset All Blog Assessing Inflation’s Effects Across Emerging Markets The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets. 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. Blog Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield. Blog After Historic Market Moves, Outlook for Bonds Improves This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains uncertain when market momentum might turn. Load 4 more results FAQs Are rising rates bad for bonds? What can a flattening or steepening yield curve signal about the economic outlook? What influence does inflation have on rates and vice versa? Resources Education Understanding Inflation Learn More Education Navigating Interest Rates Learn More
Blog Assessing Inflation’s Effects Across Emerging Markets The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
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.
Blog Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
Blog After Historic Market Moves, Outlook for Bonds Improves This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains uncertain when market momentum might turn.
