Where can investors turn to as market uncertainty prevails? PIMCO experts Nicola Mai and Charles Watford discuss the economic outlook and opportunities ahead in European credit markets.
Hear PIMCO’s experts discuss insights from our latest economic outlook, Post Peak, and how today’s attractive yields offer opportunity in the face of growing uncertainty.
Our cyclical outlook: Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy.
Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.