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  • Bond by Bond: Stories from the Bottom Up

    Bond by Bond

    Stories from the Bottom Up

    Get an inside look at how our global credit research uncovers investment opportunities for PIMCO’s clients.

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Tina Adatia
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How to Position For Today’s Interest Rate Climate
PIMCO Education

Year-End Planning: 5 Strategies to Implement Before 2022(video)

Year-End Planning: 5 Strategies to Implement Before 2022

Clients look to financial professionals to help them organize their financial affairs and deliver experiential alpha, especially as the end of year approaches. This video provides strategies for investment considerations, tax planning, charitable giving, family meetings, and more.  Looking for CE on the topic? Visit pimco.com/advisoreducation.

Making the Most of Year-End Planning Conversations
PIMCO Education

Making the Most of Year-End Planning Conversations(video)

Making the Most of Year-End Planning Conversations

While clients expect investment management advice, they also need help with related areas, such as insurance and tax planning strategies, long-term care, and legacy planning. Here, John Nersesian, Head of Advisor Education, shares specific strategies to enhance planning conversations for more fruitful client engagement.

Unlocking Alternatives: Marco Opportunities in Mid-Cycle Markets
Viewpoints

Unlocking Alternatives: Macro Opportunities in Mid-Cycle Markets(video)

Unlocking Alternatives: Macro Opportunities in Mid-Cycle Markets

In the mid-cycle environment, we are taking advantage of the relatively low volatility to build positions that provide exposure to higher interest rates. Learn more about where Qi Wang, portfolio manager, global macro hedge fund strategies, sees opportunities in today’s markets.

MORE ON ALTERNATIVES AT PIMCO

Viewpoints

Municipals in Focus: Outlook, Opportunities and Allocation(video)

Municipals in Focus: Outlook, Opportunities and Allocation

David Hammer, head of municipal bond portfolio management at PIMCO, answers top-of-mind client questions about our outlook for the municipal bond market – including the possible impact of policy changes, where we see potentially attractive opportunities, and how you should be allocating to munis today.

MORE ON MUNICIPALS AT PIMCO

Resiliency Through Flexibility