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PIMCO Perspectives

Old-Fashioned Bond Math for a New-Fashioned Fed

In the Warsh Fed's new era of two-way risk, bonds offer something rare: potential downside risk mitigation that investors get paid to hold.
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  • Real Estate Outlook

    Real Estate: From Repricing to Relevance

  • Economic and Market Commentary

    June 2026 Update from the Australia Trade Floor

  • Secular Outlook

    Rupture and Resilience

Featured Funds

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

PIMCO Income Fund | ETL0458AU

  • WHOLESALE
  • AUD
Total Net Assets
1,441 MM AUD
Daily NAV
0.8941 AUD
MANAGED FUNDS

PIMCO Australian Bond Fund | ETL0015AU

  • WHOLESALE
  • AUD
Total Net Assets
2,617 MM AUD
Daily NAV
0.9166 AUD
MANAGED FUNDS

PIMCO Global Bond Fund | ETL0018AU

  • WHOLESALE
  • AUD
Total Net Assets
8,495 MM AUD
Daily NAV
0.8993 AUD
Why PIMCO

You Face Challenges. We See Possibilities.

For over 50 years, we’ve invested with conviction, partnering with clients around the world to help them achieve their financial goals.
We believe that active management is the responsible way to invest our clients' assets in fixed income.
Honed over more than five decades, our process has helped millions of investors manage risk and pursue returns over meaningful time periods.
Meet PIMCO experts across the globe who strive for excellence on behalf of our clients.

Stay Informed with PIMCO's Insights

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

The Credit Market Lens

Foreign demand for U.S. assets – especially credit – remains resilient amid broader macro and market uncertainties.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Economic and Market Commentary

Higher yields have created a stronger foundation for bond investors. Andrew Balls, CIO Global Fixed Income, discusses why actively managed global bonds may offer compelling opportunities for income, diversification and resilience as regional growth, inflation and policy trends continue to diverge.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

The Credit Market Lens

Leverage and complexity are gaining ground in today’s late-cycle markets, signaling caution – not crisis – and underscoring the value of diversification and risk management.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

PIMCO Perspectives

In the Warsh Fed's new era of two-way risk, bonds offer something rare: potential downside risk mitigation that investors get paid to hold.

The Credit Market Lens

The evolution of credit spreads remains driven primarily by credit fundamentals, investor risk appetite, flows, and broader market technicals rather than relative value between Treasuries and swaps.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Real Estate Outlook

Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and valued.

The Credit Market Lens

Higher earnings forecasts across corporate credit have raised the bar for second-quarter reporting, while AI hyperscaler capital spending is poised to continue to drive the narrative.

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