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Market Volatility: Resources for Advisors

Tools to help you stay current, engage clients and invest in changing markets.

Market Update and Insights

COVID-19 Market Update – Friday, May 22nd

  1. Brewing tensions between U.S. and China helped spur a volatile trading day as global criticism of China’s plans to impose national security laws in Hong Kong mounted and the U.S. Secretary of State called the move a “death knell” for the city-state’s autonomy
  2. Global equities were mixed on the day but closed the week squarely in the black as investors focused on re-opening progress, the prospects of a timely vaccine and sustained monetary policy support. Oil snapped a 6-day winning streak on Friday while the U.S. dollar strengthened against the majors. Though relatively little changed on the day, spreads on corporate credit tightened on the week

Latest Insights

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Post-COVID Economy: Not the Way We Were

The COVID-19 crisis is likely to accelerate many underlying, secular disruptive forces already affecting economies and financial markets. This may only increase the difference between those companies, sectors, and countries that are being disrupted, and those that are acting more like disruptors. Distinguishing between the two is becoming crucial.

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Featured Update

What’s Ahead for the Economy and Markets: Key Highlights

Group CIO Dan Ivascyn provides a quick overview of PIMCO’s macroeconomic outlook and the implications for financial markets.

Full webcast replay

Guiding Your Clients Through Turbulent Markets

Five Accelerating Trends in Wealth Management our Clients Should Know About

The COVID-19 pandemic is having a massive impact on global health, economic growth and the financial markets. It’s also accelerating five important trends in the U.S. wealth management market. Here’s how our clients are adapting to both the current challenges and changing landscape.

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Financial Planning Strategies During a Volatile Market

Recent market volatility has created anxiety among many investors who have endured a marked reduction in their portfolio values and emotional duress. Clients are turning to their financial advisors for investment guidance to ensure that their portfolios are correctly positioned to achieve their personal objectives, given the current market environment.

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Volatility Checklist

Our volatility checklist can help you re-focus your clients on what's likely to have the greatest impact on their financial success: maintaining a longer-term perspective, being thoughtful about portfolio allocation, understanding risk exposures and minimizing costs and taxes.

For Advisors For Investors

The Value of Professional Advice

Despite efforts to keep clients focused on the long-term, when markets decline significantly, emotions tend to take over and investors may be tempted to react, especially after seeing reduced portfolio values. Use our handout to help manage your client behaviors to maintain discipline.

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What the IRS Payment Extension Means

The U.S. Treasury announced a plan to delay the collection of tax payments. Learn more about the details of this plan and what it means for your clients.

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The CARES Act: What Advisors Need to Know

In March 2020, Congress passed the Coronavirus Aid, Relief and Economic Security (CARES) Act with a primary focus on providing liquidity to financial markets, industries and state and local governments.

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The Benefits of Staying Invested

Sometimes volatile markets and our emotions can get the better of us, leading investors to buy out of excitement or sell out of fear. Ultimately, though, when markets normalize, we need to be positioned to benefit, and we believe that means staying invested.

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Recognizing Investor Biases

Behavioral science tells us that when it comes to making decisions, we’re much less rational than we think. Understanding these key concepts in behavioral science can help your clients keep their emotions in check, make better decisions and achieve superior investment outcomes.

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Behavioral Science in Uncertain Times

During periods of extreme market volatility, investors often focus on short-term returns not long-term goals. Learn how advisors can help reduce negative consequences of emotional decision making by providing valuable guidance in this video.

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Behavioral Science Guide: Volatility Edition

Our reference guide provides common investment-related biases and outlines some implications of these biases on decision making. It also shares questions and thought-starters to financial advisors as they help clients identify those biases and mitigate negative outcomes.

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Product & Strategy Updates

Market Volatility Media Center 
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Straight from PIMCO: Target Date Funds and Volatility

Portfolio manager Erin Browne discusses the impact of recent market volatility on target date funds, with a focus on vintages closest to retirement. She also looks at what’s ahead for retirement investors, and how plan sponsors and advisors can help participants navigate uncertainty.

PIMCO’s Process in Times of Crisis

During periods of volatility, our disciplined investment process becomes even more centralized and coordinated, leveraging multiple checks and balances to ensure that we are laser focused on our one priority: working to protect our clients’ capital.

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