July 2025 Update from the Australia Trade Floor
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Real Estate Outlook
Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty
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Economic and Market Commentary
Replacing Australian Bank Hybrids: Global Insights and Income Alternatives
You Face Challenges. We See Possibilities.
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Stay Informed with PIMCO's Insights
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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.
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.
Systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.
Active Management Comes for Private Credit
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.
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
3 Bond Myths Dispelled
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.
Unlocking durable income through discipline, active value creation, and local insight
Portfolio managers Rob Mead and Philippe Bodereau discuss how Australian investors can replace bank hybrids in their search for alternative income sources.
Today’s Opportunities in Global Banks
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.