When Geopolitics Becomes an Economic Input
Explore the Best Ideas from Our Global Investment Team
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
The software sector remains challenged by pressured valuations, uncertain recoveries, and less reliable sponsor support.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.
Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.
Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Across corporate lending markets, some investments are easier to trade and exit than others – differences that deserve particular attention today.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Using a disciplined, data-driven approach to uncover opportunities beneath the surface in 2026 within PIMCO’s asset allocation strategies.
Amid geopolitical uncertainty, dispersion across credit markets – rather than a broad risk-off move – has become the dominant investment signal.