Income Webcast: Optimizing Income Amidst an Evolving Rate Market
Featured Insights
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.
The path of U.S. monetary policy from here likely depends heavily on labor market developments.
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.
There’s a transformation underway in credit markets: from bank syndication to hybrid structures led by asset managers. Discover how duration risk, asset-liability mismatches, and demand for yield are creating high-quality credit opportunities and what it means for portfolio construction.
See why we believe commercial real estate debt stands out for value and stability in today’s market.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
Investors should approach private investment grade (IG) credit with a focus on risk-adjusted returns versus liquid IG, while seeking to maintain a core IG trait: limited impairment risk.
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
In today’s markets, generating yield without sacrificing resilience is paramount. Group CIO Dan Ivascyn discusses how our income approach leverages elevated starting yields and a flexible portfolio to deliver attractive returns while managing risk.
Amid global uncertainty, Europe faces slower growth but will benefit from increased stability.
Why are actively managed core bonds attractive today? Portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.