Tariffs, Technology, and Transition
Explore the Best Ideas from Our Global Investment Team
Former Federal Reserve Vice Chair Richard Clarida charts key signals for interest rates and the economy – and what they could mean for investors.
Tariffs, Technology, and Transition
Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.
Group CIO Dan Ivascyn discusses how investors should examine liquidity and economic sensitivity across public and private markets.
Investors should approach private investment grade (IG) credit with a focus on risk-adjusted returns versus liquid IG, while seeking to maintain a core IG trait: limited impairment risk.
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.