You are now leaving the PIMCO website.

Skip to Main Content

Featured Insights

Viewpoints
Adapting to the Evolving Credit Landscape
07/12/2023
Learn how to navigate the shifting dynamics in banking and private credit from a panel discussion at our recent Alternatives Investor Conference.
Viewpoints
Unlocking the Power of Alternative Investments
07/12/2023
Explore PIMCO's history and approach to alternative investments from a panel discussion at our recent Alternatives Investor Conference.
Viewpoints
Navigating Uncertainty with Alternative Investments
07/12/2023
Gain insights on how investors can adapt to today’s market landscape from a panel discussion at our recent Alternatives Investor Conference.
Viewpoints
Capitalizing on Change in the Real Estate Market
07/12/2023
Discover potential opportunities in the real estate market from a panel discussion at our recent Alternatives Investor Conference.
Viewpoints
Decoding Quant Strategies
07/12/2023
Explore PIMCO's approach to quantitative investment strategies at our recent Alternatives Investor Conference.
Economic and Market Commentary
Value Returns to Fixed Income Markets
04/12/2023
Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead.
Viewpoints
Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing
01/12/2023
The dearth of homes for sale has underpinned the housing market’s surprising resilience and may further lift home prices despite reduced affordability.
Viewpoints
Sustainable Development Goals at PIMCO
27/11/2023
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
Opportunities in Private Credit: Stepping In as Banks Step Out
27/11/2023
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.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.

Economic & Market Commentary

Economic and Market Commentary
Value Returns to Fixed Income Markets
04/12/2023
Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead.
Economic and Market Commentary
Forecast Favors Fixed Income
21/11/2023
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.
Economic and Market Commentary
Positioning Portfolios for 2024
20/11/2023
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.
Economic and Market Commentary
Prime Time for Bonds
14/11/2023
In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Economic and Market Commentary
Higher Yields Today Create Opportunity
27/10/2023
Explore various ways investors can take advantage of today’s higher bond yields and attractive return potential.
Economic and Market Commentary
Post Peak
11/10/2023
Our cyclical outlook: Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy.
Economic and Market Commentary
From Cash to Cash Flow in Short-Term Bonds
02/10/2023
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.
Economic and Market Commentary
Shifting Macro Trends in the Aftershock Economy
07/09/2023
PIMCO’s Global Advisory Board discusses economic and geopolitical factors shaping the long-term global outlook.
Economic and Market Commentary
Four Reasons for the Recent Rise in Global Bond Yields
30/08/2023
Despite inflation trending lower, bond yields have risen higher. Mike Cudzil, portfolio manager, explains the reasons behind the surge and why we think fixed income is particularly attractive right now.

Viewpoints

Viewpoints
Unlocking the Power of Alternative Investments
07/12/2023
Explore PIMCO's history and approach to alternative investments from a panel discussion at our recent Alternatives Investor Conference.
Viewpoints
Navigating Uncertainty with Alternative Investments
07/12/2023
Gain insights on how investors can adapt to today’s market landscape from a panel discussion at our recent Alternatives Investor Conference.
Viewpoints
Capitalizing on Change in the Real Estate Market
07/12/2023
Discover potential opportunities in the real estate market from a panel discussion at our recent Alternatives Investor Conference.
Viewpoints
Adapting to the Evolving Credit Landscape
07/12/2023
Learn how to navigate the shifting dynamics in banking and private credit from a panel discussion at our recent Alternatives Investor Conference.
Viewpoints
Decoding Quant Strategies
07/12/2023
Explore PIMCO's approach to quantitative investment strategies at our recent Alternatives Investor Conference.
Viewpoints
Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing
01/12/2023
The dearth of homes for sale has underpinned the housing market’s surprising resilience and may further lift home prices despite reduced affordability.
Viewpoints
Sustainable Development Goals at PIMCO
27/11/2023
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
Opportunities in Private Credit: Stepping In as Banks Step Out
27/11/2023
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.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
23/10/2023
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.

Blog

Blog
October CPI: Small Surprise, Large Market Reaction
15/11/2023
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
01/11/2023
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
27/10/2023
The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive.
Blog
Inflation Headache Remains for the Fed
12/10/2023
The latest inflation report raises the odds of further Federal Reserve action.
Blog
Understanding the Rise in Bond Yields: Implications and Opportunities for Investors
06/10/2023
The spike in bond yields presents an opportunity for fixed income investors to earn capital gains and diversify portfolios.
Blog
Fed Seems Confident in Soft Landing, But We See Risks
21/09/2023
The Federal Reserve forecasts only a modest uptick in U.S. unemployment next year as inflation cools, but history and current labor market trends make us less certain.
Blog
ECB Prioritizes Fighting Inflation Above Avoiding Recession
14/09/2023
The European Central Bank is likely at or very near its peak policy rate, but we don’t expect rate cuts in the near term.
Blog
At Jackson Hole, Fed Reinforces Policy Stance
28/08/2023
The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
Blog
Key Takeaways From PIMCO’s Sustainable Investing Report
23/08/2023
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.

Education & Resources

Understanding Investing
Understanding Gold Prices
01/08/2022
Even after gold ceased to be the “standard” in the global monetary system last century, it maintains its glitter as a viable investment, especially during periods of rising inflation.
Understanding Investing
Understanding Alternative Investments
26/04/2021
Alternative investments offer opportunities to diversify portfolios in times of market uncertainty. But among a range of options, investors must first understand the risks and benefits.
Understanding Investing
Can ESG Investing Drive Positive Change?
08/01/2020
As part of PIMCO’s ESG process, we believe that identifying and successfully engaging with companies that are willing to improve their ESG standing is critical for investors.
Understanding Investing
Understanding Hedged Share Classes
Hedged share classes can be a useful tool for mutual fund investors to gain exposure to assets denominated in foreign currencies, without taking on the full accompanying currency risk.
Understanding Investing
Credit Default Swaps
Originally formed to provide banks with the means to transfer credit exposure, CDS has grown as an active portfolio management tool. The performance of CDS, like that of corporate bonds, is closely related to changes in credit spreads. This makes them an effective tool for hedging risk, and efficiently taking credit exposure.
Understanding Investing
Corporate Bonds
After government bonds, the corporate bond market is the largest section of the global bond universe. With a vast array of maturities, yields and credit quality available, investing in corporate bonds has the potential to provide higher yields than government bonds and diversification benefits for investors.
Understanding Investing
Interest Rate Swaps
Interest rate swaps have become an integral part of the fixed income market. These derivative contracts, which typically exchange – or swap – fixed-rate interest payments for floating-rate interest payments, are an essential tool for investors who use them in an effort to hedge, speculate, and manage risk.
Understanding Investing
Risk Factor Diversification
Traditional portfolio construction approaches, which focus on asset class diversification, may fall short of investors’ goals. A more efficient diversification strategy may be to allocate across the underlying “risk factors.”
Understanding Investing
Currencies
The currency market is the largest and most liquid financial market in the world. Currencies like the U.S. dollar, the British pound and the euro trade in the foreign exchange (FX) market 24 hours a day, fluctuating in value relative to each other almost constantly – and there are several paths to potential profits in the FX market.

How can PIMCO help you?

For more information and answers to your questions, please contact us.