When Geopolitics Becomes an Economic Input
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Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner, CIO non-traditional strategies, explains how we’re approaching portfolio construction now.
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.
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Using a disciplined, data-driven approach to uncover opportunities beneath the surface in 2026 within PIMCO’s asset allocation strategies.
In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high quality assets that can be resilient across a variety of scenarios.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.