September 2026 Update from the Australia Trade Floor
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PIMCO Perspectives
What’s Pushing Long-Term Bond Yields Higher?
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PIMCO Perspectives
Old-Fashioned Bond Math for a New-Fashioned Fed
Stay Informed with PIMCO's Insights
This year’s energy price shock isn’t exactly following the historical playbook, with markets and economies absorbing much of the impact – though clear risks remain.
Managing Director and Head of Australia Portfolio Management Adam Bowe explains why higher starting yields and further rate hikes already priced into markets leave bonds looking compelling.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited.
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.
AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out Treasuries.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
For equity investors, the question is relatively simple: Who wins the AI race? For credit investors, it is more nuanced: Do spreads adequately compensate for the broad set of risks embedded in financing the buildout?
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.
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.