Fed Delivers Dovish Shift, Restarts Rate-Cutting Cycle
Explore Advisor Forum
PIMCO experts and guests share their views on the events shaping your client conversations.
From Cash to Curve: Rethinking Allocations as Rate Cuts Loom
Group CIO Dan Ivascyn discusses how Federal Reserve interest rate cuts and continued policy uncertainty are shaping PIMCO’s investment playbook at a time of abundant fixed income opportunities.
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PIMCO Income Fund | PIMIX
- INST
- USD
PIMCO Multisector Bond Active Exchange-Traded Fund | PYLD
- USETF
- USD
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | MINT
- USETF
- USD
The One Big Beautiful Bill Act introduces several opportunities across multiple municipal credit sectors. John Nersesian, Head of Advisor Education, and Dave Hammer, head of municipal bond portfolio management, unpack the bill and its implications for the $4 trillion muni market, what changed, what didn’t, and why high-quality munis deserve a close look in today’s environment.
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.
Record municipal bond issuance created significant headwinds in the first half of 2025, but what’s next for muni bonds as attractive tax-adjusted yields remain?
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.
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.
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.
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.
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