Watch Dr. Ben Bernanke, the former Fed chair who navigated the central bank through the Great Recession and now is a senior advisor at PIMCO, and Marc Seidner, PIMCO’s CIO of nontraditional strategies, discuss how central banks may shape global monetary policy in 2024 and what it all means for investors.
Strength in employment and inflation has caused markets to raise the implied terminal rate while still expecting the Fed to normalize policy – which is different from easing – in 2024
How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession.
PIMCO’s Low Duration Opportunities ESG Strategy: A Sustainability-Focused Approach to Absolute Return-Oriented Fixed Income
With its diverse opportunity set and clear focus on liquidity management and capital preservation, the PIMCO Low Duration Opportunities ESG Strategy offers ESG-conscious investors a new option for bond allocations.
This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains uncertain when market momentum might turn.
Parsing the yield curve can lead to a variety of conclusions about whether a downturn is coming, while underscoring the importance of flexibility.
With an increasingly uncertain inflation outlook, PIMCO believes it is best to look for mispricings and opportunities as the environment evolves. Learn about two current trade ideas with Marc Seidner, CIO non-traditional strategies, in this View From the Trade Floor.