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Economic and Market Commentary

Charting the Year Ahead: Investment Ideas for 2026

Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.
Charting the Year Ahead: Investment Ideas for 2026
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Featured Funds

Increasing your bond allocation? Consider these three funds.
MANAGED FUNDS

PIMCO Income Fund | ETL0458AU

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  • AUD
Total Net Assets
1,302 MM AUD
Daily NAV
0.9207 AUD
MANAGED FUNDS

PIMCO Australian Bond Fund | ETL0015AU

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Total Net Assets
2,648 MM AUD
Daily NAV
0.9228 AUD
MANAGED FUNDS

PIMCO Global Bond Fund | ETL0018AU

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  • AUD
Total Net Assets
8,714 MM AUD
Daily NAV
0.9284 AUD
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Economic and Market Commentary

Portfolio Managers Rob Mead and Adam Bowe discuss market conditions and what investors should be thinking about as we head into 2026.

Economic and Market Commentary

Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.

View From the Investment Committee

From public to private credit, Group CIO Dan Ivascyn breaks down where value has re-emerged – and how disciplined selectivity and embracing complexity can help investors navigate the year ahead.

Investment Strategies

Josh Anderson, Portfolio Manager, shares how PIMCO’s flexible, multi-sector Income Strategy helps investors pursue resilient returns in today’s shifting market landscape.

Investment Strategies

We see compelling opportunities for fixed income investments amid economic uncertainty and optimistic equity valuations.

View From the Investment Committee

Group CIO Dan Ivascyn shares how active management and global diversification continue driving strong bond returns amid credit risks and stretched equity valuations.

Investment Strategies

Group CIO Dan Ivascyn shares why today’s environment offers compelling opportunities for bond investors. From attractive high-quality yields to the potential benefits of locking in rates as cash returns decline, learn why fixed income strategies deserve a closer look now.

Economic and Market Commentary

Investors have poured into gold – but they may also see compelling benefits from a broad-based commodity allocation.

Economic and Market Commentary

Portfolio Manager Aaditya Thakur explains why we expect healthy fixed income returns to continue in 2026.

Investment Strategies

Asset-based finance fuels the real economy – from homes and universities to flights and consumer goods. Backed by tangible assets, it’s a growing opportunity for investors. Discover how PIMCO’s scale, data, and dual-market lens unlock strategic value in ABF.

Economic and Market Commentary

The path of U.S. monetary policy from here likely depends heavily on labor market developments.

Economic and Market Commentary

Explore how today’s real estate market offers a rare combination of high yields, risk mitigation, and upside potential. PIMCO experts break down what’s changed in real estate lending, what remains resilient, and how active management is redefining success in both equity and credit strategies.

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