From Cash to Curve: Rethinking Allocations as Rate Cuts Loom
Explore the Best Ideas from Our Global Investment Team
Group CIO Dan Ivascyn discusses how looming Federal Reserve interest rate cuts and continued policy uncertainty are shaping PIMCO’s investment playbook at a time of abundant fixed income opportunities.
Flexing Into Global Fixed Income
Group CIO Dan Ivascyn discusses valuation advantages, U.S. dollar dynamics, and why alpha opportunities remain plentiful in a globally diversified, flexible approach.
In Jackson Hole, Chair Powell Hints at Near-Term Rate Cuts and Reiterates Long-Term Approach
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
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.
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.
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.
The Federal Reserve offered little guidance on the outlook at its July meeting, striking a somewhat hawkish tone.