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Economic and Market Commentary

March 2026 Update from the Australia Trade Floor

Portfolio Manager Aaditya Thakur discusses the latest RBA rate hike, why this time is not like 2022 and what it means for bond investors.
March 2026 Update from the Australia Trade Floor
  • Macro Signposts

    Caution Takes Center Stage at the March Fed Meeting

  • Economic and Market Commentary

    Iran, Oil, and Rates: What We’re Watching

  • Economic and Market Commentary

    Private Credit’s Other Lanes Still Offer Value

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Increasing your bond allocation? Consider these three funds.
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PIMCO Australian Bond Fund | ETL0015AU

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0.9083 AUD
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Daily NAV
0.9077 AUD
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Stay Informed with PIMCO's Insights

Economic and Market Commentary

Efforts to make private credit tradable face obstacles and risk undermining one of the main reasons – earning an illiquidity premium – that investors look to private assets.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Economic and Market Commentary

Portfolio Manager Aaditya Thakur discusses the latest RBA rate hike, why this time is not like 2022 and what it means for bond investors.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Economic and Market Commentary

We explore borrower conditions and the sectors offering the most compelling opportunities today.

Economic and Market Commentary

Private credit has moved beyond direct lending, making a multi‑sector approach essential.

Economic and Market Commentary

In this brief update, Marc Seidner, CIO of non-traditional strategies, shares how we're managing risk amid rising geopolitical uncertainty, and why today's higher yields and active management can help bonds serve as a cushion against volatility.

Economic and Market Commentary

Even as the direct lending sector faces scrutiny, private credit remains a broadly diversified market offering a variety of investable opportunities.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Investment Strategies

When optimism is priced in, discipline matters. In this cutdown video from our quarterly webcast, Group CIO Dan Ivascyn explains how we avoid overreach in more sensitive areas and focus our income strategy on resilience, flexibility, and selective risk.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

View From the Investment Committee

Group CIO Dan Ivascyn explores how a globally diversified, relative value approach can help identify resilient opportunities amid AI-related disruption.

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