November 2026 Update from the Australia Trade Floor
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Investment Strategies
What Should Investors Expect an Active Fixed Income Manager to Deliver?
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Cyclical Outlook
Growth Holds, Risks Widen
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Cyclical Outlook
PIMCO's Cyclical Outlook: The Replay is Now Available
Stay Informed with PIMCO's Insights
In this excerpt from our quarterly Income webcast, Group CIO Dan Ivascyn discusses why today’s yields make this a compelling time to lock in income and how a high quality, flexible approach can help investors capture today’s opportunities globally.
Portfolio Manager Rachel Boyte discusses the latest RBA rate hike, why higher yields are creating a more attractive backdrop for bonds and what a cooling AI investment boom could mean for the economy and credit markets.
The 2026 U.S. midterm election resembles previous blue waves, and its legacy may be a new era of oversight, political gridlock, and AI restrictions.
Record midterm campaign spending along with tax refunds bolstered U.S. consumption in 2026, but will have little impact in 2027.
Higher real yields may pressure property valuations, but healthier financing conditions make a repeat of the 2023 credit shock less likely.
Adam Bowe, Head of Australia Portfolio Management, explains the approach behind the PIMCO Short Term Active Yield Fund, which seeks to preserve capital and maintain low volatility, while offering daily liquidity and monthly income distributions. Adam also discusses how the Fund can complement an investor’s broader portfolio.
After a series of rate hikes in Australia, persistent inflation and ongoing geopolitical uncertainty, Sachin Gupta and Adam Bowe discuss how higher yields are reshaping the opportunity in fixed income today.
Several existing policy capabilities could help ease mortgage costs and improve housing affordability without requiring new legislation.
The Federal Reserve held its policy rate steady in October, but the door is clearly open to further hiking.
The AI investment boom is reshaping the U.S. economy, with higher policy rates and tighter financial conditions slowing growth in the sectors most sensitive to borrowing costs.
Yield is only the starting point. Active fixed income seeks to add value through security selection, relative-value investing, and diversified sources of outperformance, or alpha.
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.