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Economic and Market Commentary

July 2025 Update from the Australia Trade Floor

Despite the RBA keeping rates on hold this month, Portfolio Manager Rob Mead discusses why we believe the cash rate will be under 3% by this time next year.
  • Real Estate Outlook

    Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty

  • Investment Strategies

    PIMCO ETFs now available to Australian investors

  • Economic and Market Commentary

    Replacing Australian Bank Hybrids: Global Insights and Income Alternatives

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Stay Informed with PIMCO's Insights

Economic and Market Commentary

Despite the RBA keeping rates on hold this month, Portfolio Manager Rob Mead discusses why we believe the cash rate will be under 3% by this time next year.

PM Chartbook

Greg Sharenow, managing director and portfolio manager, charts the continued resilience of commodities and their low correlation with stocks and bonds amid recent geopolitical shocks, underscoring their strength as portfolio diversifiers.

Asset Allocation Outlook

Systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.

Investment Strategies

As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.

Investment Strategies

The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.

Secular Outlook

Marc Seidner, CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.

Real Estate Outlook

Unlocking durable income through discipline, active value creation, and local insight

Economic and Market Commentary

Portfolio managers Rob Mead and Philippe Bodereau discuss how Australian investors can replace bank hybrids in their search for alternative income sources.

Economic and Market Commentary

Philippe Bodereau, Portfolio Manager and Head of Credit Research, Europe, highlights the opportunities he’s identifying across the global banking sector to generate attractive income.

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