Tariffs, Technology, and Transition
Explore Advisor Forum
PIMCO experts and guests share their views on the events shaping your client conversations.
The Fed Cut. Now What? Former Vice Chair Rich Clarida Weighs In
Host Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the Fed’s much-anticipated decision.
Turn Investment Insights Into Action
PIMCO Income Fund | PIMIX
- INST
- USD
PIMCO Multisector Bond Active Exchange-Traded Fund | PYLD
- USETF
- USD
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | MINT
- USETF
- USD
Tariffs, Technology, and Transition
Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.
The One Big Beautiful Bill Act introduces several opportunities across multiple municipal credit sectors. John Nersesian, Head of Advisor Education, and Dave Hammer, head of municipal bond portfolio management, unpack the bill and its implications for the $4 trillion muni market, what changed, what didn’t, and why high-quality munis deserve a close look in today’s environment.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.
Record municipal bond issuance created significant headwinds in the first half of 2025, but what’s next for muni bonds as attractive tax-adjusted yields remain?
Group CIO Dan Ivascyn discusses how investors should examine liquidity and economic sensitivity across public and private markets.
Investors should approach private investment grade (IG) credit with a focus on risk-adjusted returns versus liquid IG, while seeking to maintain a core IG trait: limited impairment risk.
Flexing Into Global Fixed Income
Group CIO Dan Ivascyn discusses valuation advantages, U.S. dollar dynamics, and why alpha opportunities remain plentiful in a globally diversified, flexible approach.
Group CIO Dan Ivascyn discusses how looming Federal Reserve interest rate cuts and continued policy uncertainty are shaping PIMCO’s investment playbook at a time of abundant fixed income opportunities.
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All investments contain risk and may lose value. Investors should consult their investment professional prior to making an investment decision.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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