Viewpoints Opportunities in Private Credit: Stepping In as Banks Step Out As banks pull back from many types of lending, demand for capital is outpacing supply, providing the best potential opportunities in private credit since the GFC.
Viewpoints Specialty Finance: Seize Today’s Compelling Entry Point(video) Learn about the factors that are creating unique entry points in specialty finance, and why PIMCO experts believe there are attractive risk-adjusted returns and greater scale than ever before.
Viewpoints Specialty Finance: The $20 Trillion Next Frontier of Private Credit A liquidity gap is growing as banks curtail specialty lending, providing specialty finance investors opportunities for potential better risk-adjusted returns than we’ve seen since the GFC.
Economic and Market Commentary Forecast Favors Fixed Income(video) Learn why we believe it is prime time for bonds, how we’re emphasizing diversification and caution and prioritizing quality, and where the opportunities are in today’s markets and beyond. More from this Asset Allocation Outlook
Economic and Market Commentary Positioning Portfolios for 2024(video) Find out how we’re positioning portfolios across global asset classes for the year ahead, with Geraldine Sundstrom, portfolio manager and head of asset allocation. More from this Asset Allocation Outlook
Asset Allocation Outlook Prime Time for Bonds In our 2024 outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Blog October CPI: Small Surprise, Large Market Reaction U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause.
Asset Allocation Outlook Prime Time for Bonds In our 2024 outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Blog Despite Resilient Data, Fed Signals Prolonged Pause Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.
Viewpoints Local Government Financing Vehicles: A Growing Risk for China’s Economy? We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.
Viewpoints Secular Stars: Why India and Indonesia Are Set to Shine as Global Economic Leaders We believe the two resource-rich economies – once labeled fragile – will be global growth leaders over the next several years, driven by prudent policies and stable macro fundamentals.
Viewpoints China’s Reopening, Trade Tensions Create Opportunities Within Emerging Markets EM as a whole stands to potentially benefit from China’s post-pandemic economic reopening, with differentiation among individual countries as global trade allegiances shift.
Economic and Market Commentary Forecast Favors Fixed Income(video) Learn why we believe it is prime time for bonds, how we’re emphasizing diversification and caution and prioritizing quality, and where the opportunities are in today’s markets and beyond. More from this Asset Allocation Outlook
Economic and Market Commentary Positioning Portfolios for 2024(video) Find out how we’re positioning portfolios across global asset classes for the year ahead, with Geraldine Sundstrom, portfolio manager and head of asset allocation. More from this Asset Allocation Outlook
Economic and Market Commentary Higher Yields Today Create Opportunity(video) Explore various ways investors can take advantage of today’s higher bond yields and attractive return potential. Learn more in the latest cyclical outlook
Viewpoints Sustainable Development Goals at PIMCO(video) As an important framework, the Sustainable Development Goals seeks to guide companies and investors to effectively finance sustainable economic activities. Learn more about our proprietary tools and frameworks that are aligned with the 17 SDGs.
Viewpoints Green Bond Investing Across Credit(video) Watch our latest views on green bond investing in credit – including corporate, sovereign, covered, and securitized bonds.
Blog Key Takeaways From PIMCO's Sustainable Investing Report PIMCO’s Sustainable Investing Report provides our latest thinking on sustainability. Here, we highlight the report's key takeaways on engagement, human capital, and carbon analytics.
Featured Solutions Flexible Fixed Income: How to Navigate the Challenges of 2021 and Beyond With a flexible approach, fixed income can generate positive returns and offer diversification even in challenging markets.
Investment Strategies Bend with Bonds: Navigating Uncertainty Takes Flexibility(video) Unconstrained portfolios don’t have to be unpredictable. CIO Non-traditional Strategies Marc Seidner discusses how PIMCO’s Dynamic Bond strategy can help investors benefit from market disruptions.
Featured Solutions Unconstrained, Not Unpredictable: Best Practices for Flexible Bond Strategies In unsettled markets, flexible solutions may help investors capture opportunity and mitigate risk.
Strategy Spotlight Income Fund Update: Poised for Resilience and Potential Price Appreciation We see meaningful value in high quality, more liquid bonds that offer compelling yields and potential price appreciation should the economy weaken.
Viewpoints Local Government Financing Vehicles: A Growing Risk for China’s Economy? We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.
View from the Investment Committee Higher Bond Yields Create an Attractive Alternative to Equities(video) Group CIO Dan Ivascyn discusses how fixed income has the potential to offer lower volatility, greater resilience, and better relative value to equities at a time when risk assets look more expensive. Learn more about where we’re seizing opportunities today.
Strategy Spotlight Income Fund Update: Poised for Resilience and Potential Price Appreciation We see meaningful value in high quality, more liquid bonds that offer compelling yields and potential price appreciation should the economy weaken.
Strategy Spotlight Income Fund Update: Attractive Yields, Resilient Returns We see compelling value in high quality, liquid fixed income assets that may offer potential resiliency if the economy weakens.
Strategy Spotlight Income Fund Update: Building Resilience and Harnessing Yield in High Quality Assets Despite economic uncertainty, we see compelling value in high quality, liquid assets that we view as more resilient in the face of a potential recession.
Blog October CPI: Small Surprise, Large Market Reaction U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause.
Blog Despite Resilient Data, Fed Signals Prolonged Pause Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.
Blog ECB on Autopilot The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive.
Blog October CPI: Small Surprise, Large Market Reaction U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause.
Blog Despite Resilient Data, Fed Signals Prolonged Pause Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.
Blog ECB on Autopilot The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive.
Municipal Monthly October Municipal Market Update: Examining End-of-Year Trends Amid High Absolute Yields We review the latest developments in the municipal bond market and discuss how high absolute yields, coupled with a historically supportive end-of-year environment, may offer an attractive entry point for investors.
Municipal Monthly Monthly Municipal Market Update, September 2023 A brief update on what's happening in the municipal bond market, including our views on the Puerto Rico Electric Power Authority’s ongoing woes.
Municipal Monthly Monthly Municipal Market Update, August 2023 A brief update on what's happening in the municipal bond market.
Understanding Investing Meet myTDF - How the 5 Factors Affect Asset Allocation(video) By going beyond age and considering five demographic factors, myTDF aims to deliver a personalized default solution that’s as easy to use as traditional target date funds. Our latest video takes a closer look at the five factors myTDF uses and how they impact participant allocations.
PIMCO Education PIMCO’s Advisor Education Program(video) Our advisor education platform has the information, tools and support for financial professionals to build their knowledge base and grow their business. Visit pimco.com/advisoreducation to download the curriculum, earn CE, access resources, and more.
Featured Solutions LDI Portfolios: Keep the Focus on Robust Liability-Hedging Assets LDI portfolios that emphasize corporate credit may align best with liabilities. Large allocations to Treasuries and STRIPS are not a panacea for liability hedging.
View From the Trade Floor From Cash to Cash Flow in Short-Term Bonds(video) Discover how active management in short-term bonds may help investors earn premium returns over cash for a modest increase in risk, while maintaining diversification and resilience in the face of economic downturns.
Viewpoints Debt Ceiling Debate: Examining Risks Around the X Date Debt ceiling concerns are rippling through financial markets. We discuss the potential risks and opportunities for investors.
Economic and Market Commentary The Time for Bonds(video) In these highly uncertain times, bonds now offer investors attractive yields, plus diversification and capital appreciation potential. Discover the three themes investors need to know
