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Insights Overview Summary
Our clients look to PIMCO for thought leadership from our renowned team of global investment professionals. The firm's unique perspective on the issues that matter most to investors is driven by our top-notch talent, expertise in global markets and goal of managing risk and delivering returns.
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Author Image
Mark R. Kiesel
Global Credit Perspectives
May 2012
Back In

​U.S. housing appears to be gradually turning the corner and may be a decent place to put money over the next several years due to improved absolute and relative valuations.

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Ramin Toloui
Emerging Markets Watch
April 2012
The Elusive Equilibrium: How Financial Markets Shape Global Rebalancing

​The nexus between global economic rebalancing and global portfolio rebalancing is central to equilibrium.

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Lorenzo Pagani
  European Perspectives
March 2012
Auctions Never Fail!

​Due to the strict relationship between sovereign issuers and dealers, primary auctions do not typically fail. However, the high level of volatility in sovereign bond markets and the absence of a credible Plan B should encourage investors to remain cautious on European sovereign risk.

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Andrew Bosomworth
  European Perspectives
March 2012
​​TARGET2: A Channel for Europe’s Capital Flight

 The Eurosystem’s TARGET2 transaction system introduces elements of fiscal union via the back door.​

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Mark R. Kiesel
Global Credit Perspectives
March 2012
Game Changer
​In our opinion, numerous opportunities exist for investors willing to do on-the-ground research on the companies and industries that stand to benefit from the strong growth in the energy sector.
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Ed Devlin
  Canadian Perspectives
February 2012
PIMCO’s Outlook: Canadian Economy Nears a Tipping Point

While our baseline forecast is for sluggish growth, Canada could easily tip into either a recession or a robust recovery.

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Richard Clarida
  Global Perspectives
February 2012
Something Old, Something New, Something Borrowed and Something 2
​So now it’s official: the Fed is an inflation targeter.
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Myles Bradshaw
  European Perspectives
January 2012
Thinking About the Implications of Rising Euro-Exit Risks

​The risk of one or more countries leaving the euro is no longer politically unthinkable.

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Mark R. Kiesel
Global Credit Perspectives
December 2011
Waiting for ‘All In’

A more aggressive global monetary policy response is needed to help restore confidence and support both financial markets and the global economy.

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Mike Amey
  European Perspectives
November 2011
Whether the U.K. is in the euro or not, we are all in this together

​Can the U.K. economy withstand a further sharp deterioration in the European debt crisis?

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