PIMCO GIS Income Fund Update
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Cyclical Outlook
Growth Holds, Risks Widen
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Cyclical Outlook
PIMCO’s Cyclical Outlook: Watch Webcast Replay
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PIMCO Perspectives
What’s Pushing Long-Term Bond Yields Higher?
Featured Insights
AI's infrastructure boom is generating significant funding needs. Hear how Mohit Mittal, CIO Core Strategies, and Sonali Pier, Portfolio Manager, assess opportunities across data centers, chip financing, and energy infrastructure while staying focused on resilient cash flows.
Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active managers may find value in agency MBS and why certain market participants can create pricing inefficiencies.
Bond yields have moved higher around the world. Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help investors diversify sources of return while uncovering opportunities across developed and emerging markets.
The Federal Reserve will likely hold rates steady at the next meeting, weighing inflation risks against an economy being reshaped by AI.
Economic resilience depends heavily on continued AI investment to bolster growth, imports, and exports around the world.
Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline scenario and wider risks around it.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
In our U.S. housing market monitor, we discuss how elevated mortgage rates, shifting affordability, and widening regional divergence are reshaping the market and the investment landscape.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Aviation finance has become one of the largest and fastest-growing corners of asset-based finance. Discover why investors are increasingly looking at aircraft leasing as a source of income and diversification.
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.