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Insights

Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.

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PIMCO’s strategies employ the firm’s proven investment process, insights and risk management to target opportunities wherever they are.

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Viewpoints View All
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Jerome M. Schneider
May 2012
Viewpoints
Avoiding a Cold Shower in the Cash Markets

We believe there are three “plumbing” issues short-term investors should constantly monitor during 2012 and beyond, because they will likely affect the performance of their cash management portfolios. 

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Brigitte Posch
May 2012
Viewpoints
Brazil: Compelling Opportunities for the Long Term
​Though Brazil faces potentially rising inflation and a strengthening currency, we believe its robust corporate sector continues to offer attractive opportunities over the longer term.
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Vineer Bhansali
May 2012
Viewpoints
Benchmarking Tail Risk Management
​We believe that to add value over time, tail risk management has to be active rather than purely passive; thus, a proper benchmarking framework is not simply a luxury, but a necessity.
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Brad Kinkelaar
Cliff Remily
Raji O. Manasseh
May 2012
Viewpoints
Going Global Can Pay Dividends

​For global dividend investors – unconstrained by geography, market capitalization and benchmark – attractive opportunities abound.

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Economic Outlook View All
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Mohamed A. El-Erian
May 2012
Economic Outlook
Secular Outlook: Policy Confusions & Inflection Points
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Featured Solutions View All
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Andrew F. Pyne
May 2012
Featured Solutions
Equity Investing: From Style Box to Global Unconstrained
​Many investors may not know that the unintended consequences of the “style box” approach to equity investing may result in underperformance.
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Strategy Spotlight View All
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Chris Dialynas
Lisa Kim
May 2012
Strategy Spotlight
Unconstrained Bond: A Flexible Strategy for an Evolving World
​In this unusually uncertain environment, we believe flexibility is the key to investing successfully, and that’s what the Unconstrained Bond strategy can offer.
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Eve Tournier
May 2012
Strategy Spotlight
Eve Tournier Discusses PIMCO’s Diversified Income Strategy​

By combining investment grade, high yield and emerging market debt, Diversified Income is designed to uncover the most attractive opportunities across global credit markets.

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Global Markets View All
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Mark R. Kiesel
May 2012
Global Credit Perspectives
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
April 2012
Emerging Markets Watch
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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Most Recent Articles
Today Avoiding a Cold Shower in the Cash Markets By Jerome M. Schneider
1 day ago Secular Outlook: Policy Confusions & Inflection Points By Mohamed A. El-Erian
2 days ago Equity Investing: From Style Box to Global Unconstrained By Andrew F. Pyne
5 days ago Unconstrained Bond: A Flexible Strategy for an Evolving World By Chris Dialynas and Lisa Kim
5 days ago Brazil: Compelling Opportunities for the Long Term By Brigitte Posch
​

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Press Releases View All
04/17/12 PIMCO to Open Office in Brazil
04/17/12 PIMCO abrirá uma filial no Brasil
02/22/12 ​PIMCO Hires Geoffrey Johnson as its Next Lead Global Equity Portfolio Manager
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