When Optimism Is Priced In: Investment Opportunities in the AI Era
PIMCO Income Fund | ETL0458AU
- WHOLESALE
- AUD
PIMCO Australian Bond Fund | ETL0015AU
- WHOLESALE
- AUD
PIMCO Global Bond Fund | ETL0018AU
- WHOLESALE
- AUD
Strategies to Help Your Clients Achieve Their Investment Goals
Stay Informed with PIMCO's Insights
Group CIO Dan Ivascyn explores how a globally diversified, relative value approach can help identify resilient opportunities amid AI-related disruption.
What a stronger political mandate means — and doesn’t mean — for growth, inflation and financial markets
We believe today’s mix of attractive starting yields, global economic divergence, and shifting markets create a compelling environment for active fixed income.
Portfolio Manager Rachael Boyte discusses the latest RBA rate hike and what it means for bond investors.
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.
Kevin Warsh, a respected and experienced policymaker and investor, has been nominated as the next U.S. Federal Reserve chair.
Marc Seidner, CIO non-traditional strategies, explains why it isn’t “too late” for bonds.
Moderating growth and increasingly divergent policy responses define Asia Pacific in 2026, underscoring the need for disciplined, relative value investing across markets.
Policy support is helping narrow mortgage spreads, and valuations remain historically attractive. Portfolio manager Dan Hyman discusses the opportunity across agency mortgage backed securities (MBS), which offer high quality, liquid exposure with defensive traits and compelling income potential.
Following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.
Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
With the policy rate in neutral territory, the Fed embraces data dependence – and faces a delicate balancing act in 2026.
Have You Experienced PIMCO Pro Yet?
