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Economic and Market Commentary

Charting the Year Ahead: Investment Ideas for 2026

Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.
Charting the Year Ahead: Investment Ideas for 2026
  • Economic and Market Commentary

    December 2025 Update from the Australia Trade Floor

  • Economic and Market Commentary

    November 2025 Update from the Australia Trade Floor

  • Economic and Market Commentary

    Why Bonds Could Be a Smart Investment Amid Global Rate Cuts

Featured Funds

Increasing your bond allocation? Consider these three funds.
MANAGED FUNDS

PIMCO Income Fund | ETL0458AU

  • WHOLESALE
  • AUD
Total Net Assets
1,330 MM AUD
Daily NAV
0.9196 AUD
MANAGED FUNDS

PIMCO Australian Bond Fund | ETL0015AU

  • WHOLESALE
  • AUD
Total Net Assets
2,628 MM AUD
Daily NAV
0.9241 AUD
MANAGED FUNDS

PIMCO Global Bond Fund | ETL0018AU

  • WHOLESALE
  • AUD
Total Net Assets
8,720 MM AUD
Daily NAV
0.9267 AUD
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Stay Informed with PIMCO's Insights

Economic and Market Commentary

Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.

Economic and Market Commentary

With the policy rate in neutral territory, the Fed embraces data dependence – and faces a delicate balancing act in 2026.

Economic and Market Commentary

Portfolio Managers Rob Mead and Adam Bowe discuss market conditions and what investors should be thinking about as we head into 2026.

Economic and Market Commentary

Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.

Investment Strategies

Josh Anderson, Portfolio Manager, shares how PIMCO’s flexible, multi-sector Income Strategy helps investors pursue resilient returns in today’s shifting market landscape.

Investment Strategies

We see compelling opportunities for fixed income investments amid economic uncertainty and optimistic equity valuations.

View From the Investment Committee

Group CIO Dan Ivascyn shares how active management and global diversification continue driving strong bond returns amid credit risks and stretched equity valuations.

Investment Strategies

Group CIO Dan Ivascyn shares why today’s environment offers compelling opportunities for bond investors. From attractive high-quality yields to the potential benefits of locking in rates as cash returns decline, learn why fixed income strategies deserve a closer look now.

Economic and Market Commentary

Investors have poured into gold – but they may also see compelling benefits from a broad-based commodity allocation.

Economic and Market Commentary

Portfolio Manager Aaditya Thakur explains why we expect healthy fixed income returns to continue in 2026.

Investment Strategies

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.

Economic and Market Commentary

The path of U.S. monetary policy from here likely depends heavily on labor market developments.

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