When Geopolitics Becomes an Economic Input
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
With yields across high quality fixed income offering a meaningful valuation cushion, this excerpt from our quarterly Income update explores the role of starting yields, quality, liquidity, and global diversification in shaping a more resilient approach to fixed income.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Higher starting yields help anchor portfolios as uncertainty across markets and the global economy rises.
Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner, CIO non-traditional strategies, explains how we’re approaching portfolio construction now.
How equity and credit investors are reassessing BDC valuations differently – and why high yield defaults continue to play out primarily through distressed exchanges.
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
The software sector remains challenged by pressured valuations, uncertain recoveries, and less reliable sponsor support.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.
Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.
Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.
Have You Experienced PIMCO Pro Yet?
