August 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
Stay Informed with PIMCO's Insights
We focus on high quality investments with compelling yields in an environment of elevated uncertainty.
In today’s markets, generating yield without sacrificing resilience is paramount. Group CIO Dan Ivascyn discusses how our income approach leverages elevated starting yields and a flexible portfolio to deliver attractive returns while managing risk.
Portfolio Manager Adam Bowe explains why now is a fantastic time for investors to capture opportunities across the global fixed income universe and hedge portfolios against heightened volatility.
Amid global uncertainty, Europe faces slower growth but will benefit from increased stability.
Why are actively managed core bonds attractive today? Portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Powell Keeps Market Waiting for More Data
The Federal Reserve offered little guidance on the outlook at its July meeting, striking a somewhat hawkish tone.
Unlocking the Future of Energy Transition
Grover Burthey, Portfolio Manager, and David Crane, Executive Chair of Generate Capital and former Under Secretary for Infrastructure at the U.S. Department of Energy, discuss key challenges and breakthrough opportunities in energy investing, emerging technologies, and closing critical financing gaps in renewables.
As banks de-leverage, spreads on high-quality securities have become unusually attractive. Portfolio manager Alfred Murata explains how this creates a compelling opportunity for the low duration income strategy. He also highlights how PIMCO’s scale and expertise help uncover rare market opportunities.