Core Bond Strategies
Adam Bowe, Head of Australia Portfolio Management, explains the approach behind the PIMCO Short Term Active Yield Fund, which seeks to preserve capital and maintain low volatility, while offering daily liquidity and monthly income distributions. Adam also discusses how the Fund can complement an investor’s broader portfolio.
Andrew Balls, CIO Global Fixed Income, shares why global bonds are compelling today. With PIMCO’s global presence and local expertise in navigating market cycles, explore how high-quality global bonds can offer stability, diversification, and attractive returns amid market uncertainty.
Portfolio Manager Rachel Boyte discusses the latest RBA rate hike, why higher yields are creating a more attractive backdrop for bonds and what a cooling AI investment boom could mean for the economy and credit markets.
Higher real yields may pressure property valuations, but healthier financing conditions make a repeat of the 2023 credit shock less likely.
Several existing policy capabilities could help ease mortgage costs and improve housing affordability without requiring new legislation.
The Federal Reserve held its policy rate steady in October, but the door is clearly open to further hiking.
The AI investment boom is reshaping the U.S. economy, with higher policy rates and tighter financial conditions slowing growth in the sectors most sensitive to borrowing costs.
AI's infrastructure boom is generating significant funding needs. Hear how Mohit Mittal, CIO Core Strategies, and Sonali Pier, Portfolio Manager, assess opportunities across data centers, chip financing, and energy infrastructure while staying focused on resilient cash flows.
Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active managers may find value in agency MBS and why certain market participants can create pricing inefficiencies.
Bond yields have moved higher around the world. Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help investors diversify sources of return while uncovering opportunities across developed and emerging markets.
The Federal Reserve will likely hold rates steady at the next meeting, weighing inflation risks against an economy being reshaped by AI.
PIMCO’s Tomoya Masanao discusses the outlook for Japanese bonds, from BOJ policy and higher yields to their role in global fixed income portfolios.