April 2025 Update from the Australia Trade Floor
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Economic and Market Commentary
The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds
You Face Challenges. We See Possibilities.
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Stay Informed with PIMCO's Insights
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PIMCO’s Sustainable Investing Report provides our latest thinking on sustainability. Here, we highlight the report's key takeaways, including how we are advancing our analytical capabilities.
Agency MBS: A Strategic Allocation
Dan Hyman, Portfolio Manager, explores why agency mortgage-backed securities (MBS) are compelling for investors today, highlighting historical performance, current market dynamics, and the attractive yield potential ahead.
Investing in High Quality Credit
CIO of Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why active management matters in credit markets today and how the current environment is creating key investment opportunities for high quality bonds.
We maintain a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
Manager selection is paramount when selecting ETFs for fixed income investing. Learn about the structural advantages of ETFs and additional considerations when using fixed income ETFs.
Fed officials remain patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts.
The Future of the GSEs: Do No Harm
A rushed exit from conservatorship could increase mortgage rates and worsen home affordability.
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies – not just currency intervention.
Challenges to Fed Independence
Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be testing the laws underpinning Fed independence.