Blog Finding Opportunity Amid Uncertainty Group CIO Dan Ivascyn discusses the opportunities in fixed income markets amid an uncertain investment environment.
Group CIO Dan Ivascyn discusses the sectors and asset classes that may offer attractive value in today’s uncertain investment environment. For further insights into our views across asset classes, please read our Asset Allocation Outlook, “Building Resiliency Amid Uncertainty” READ NOW
Blog Hazy Outlooks for Monetary Policy, Virus Roil Yield Curves and Boost Bonds Uncertainties that caused U.S. Treasuries to rally and yield curves to undulate in November may persist and could contribute to volatility into year-end.
Asset Allocation Outlook Opportunity Amid Transformation Investment opportunities, and risks, are evolving as the global economy enters an age of transformation.
Blog Asset Allocation Views: Opportunity Amid Transformation Disruptive trends and fatter tail risks highlight the importance of selection within asset classes and regions.
Viewpoints European Secular Outlook: The Prospect of More Stability The COVID-19 crisis spurs cohesion, but fresh challenges await.
Viewpoints Key Questions on Cryptocurrency: Markets, Valuation, and Investing PIMCO’s Digital Asset Working Group offers an educational Q&A on issues related to cryptocurrency.
Blog Amid Inflation Uptick, Valuations Signal Opportunities in Inflation‑Linked Assets With major central banks likely to exercise patience in the face of price pressures, inflation-linked assets may be attractive allocations.
Viewpoints A Phased Market Recovery as Liquidity and Fundamentals Return The COVID-19 pandemic pummeled financial markets, but liquidity and fundamentals are coming back.
Blog Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks? We do not expect widespread contagion across China’s real estate or banking sectors despite the challenging outlook.
Blog China Property Sector Remains Robust Despite Policy Headwind While the market should remain relatively stable this year, we are monitoring three themes that could have a significant impact over the longer term.
