The Fragmentation Era
-
Real Estate Outlook
Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty
-
Asset Allocation Outlook
Balancing Act: Building Resilient Portfolios in a Changing Landscape
-
Investment Strategies
Active Management Comes for Private Credit: In-Depth Investment Approaches
You Face Challenges. We See Possibilities.
This is a carousel with individual cards. Use the previous and next buttons to navigate.
Featured Insights
This is a carousel with individual cards. Use the previous and next buttons to navigate.
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.
Discover how securitized credit strategies offer investors liquid, diversified income opportunities and attractive risk-adjusted return potential.
Holding Steady Amid Whipsawing Markets
The outlook for the second half of 2025 remains favorable for strategies emphasizing global diversification and risk mitigation.
The Power of Global Bonds
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.
Greg Sharenow, managing director and portfolio manager, charts the continued resilience of commodities and their low correlation with stocks and bonds amid recent geopolitical shocks, underscoring their strength as portfolio diversifiers.
Systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
3 Bond Myths Dispelled
Marc Seidner, CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.