Viewpoints ESG Investing and Fixed Income: The Next New Normal? We believe the bond market is uniquely suited to both benefit from and provide finance for ESG-related (environmental, social and governance) efforts.
A quiet but profound pivot is underway in the sustainable investing space – a pivot that, in our view, will reshape markets and elevate fixed income to a place of prominence within the environmental, social and governance (ESG) field.When the United Nations Global Compact launched its concept of ESG investing in 2004, the focus was decidedly on the action and tactics that international investors (especially asset management firms) could undertake as equity owners to influence the behavior of corporations in relation to sustainability issues. To Read the Full Article Log In Or Register
Viewpoints A disciplined approach to fixed income investing in the current environment can lead to compelling long-term returns.
Blog Staying the Course: Key Takeaways From Our 2021 Advisor Fixed Income Portfolio Review We examine key themes from our review of advisor fixed income portfolios over the past year.
Blog Assessing Inflation’s Effects Across Emerging Markets The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
Blog Power of Representation: the ‘Us’es’ To celebrate Pride Month, four PIMCO executives share their perspectives on inclusion and diversity in the workplace and the importance of visible representation.
Blog Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
Secular Outlook Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years.
Blog After Historic Market Moves, Outlook for Bonds Improves This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains uncertain when market momentum might turn.
Featured Solutions Carbon Cap‑and‑Trade: We See a Compelling Opportunity We see attractive investment opportunities in California’s cap-and-trade carbon emissions market.
Viewpoints Climate and COP26: Takeaways From Two Delegates We offer our view of the most significant outcomes from the UN Climate Change Conference.
Strategy Spotlight PIMCO ESG Income Strategy: Focusing on Sustainability and Providing Attractive Income Combining PIMCO’s innovative ESG (environmental, social, governance) investing approach with its expertise in income investing, this flexible strategy targets a multi-sector, global opportunity set.