Featured Insights
Viewpoints
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
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 and Market Commentary
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
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
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
27/10/2023
Explore various ways investors can take advantage of today’s higher bond yields and attractive return potential.
Viewpoints
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.
Viewpoints
18/10/2023
Hear from PIMCO experts about how investors may benefit from capturing today’s compelling yields among high-quality bonds, including investment grade credit. Explore the potential for equity-like returns with lower volatility.
Economic and Market Commentary
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 & Market Commentary
Economic and Market Commentary
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
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
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
27/10/2023
Explore various ways investors can take advantage of today’s higher bond yields and attractive return potential.
Economic and Market Commentary
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
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
07/09/2023
PIMCO’s Global Advisory Board discusses economic and geopolitical factors shaping the long-term global outlook.
Economic and Market Commentary
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.
Economic and Market Commentary
23/08/2023
Group CIO Dan Ivascyn shares his views on how asset-based lending – currently among PIMCO’s favorite investment sectors – offers equity-like return potential and other benefits.
Viewpoints
Viewpoints
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
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
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.
Viewpoints
18/10/2023
Hear from PIMCO experts about how investors may benefit from capturing today’s compelling yields among high-quality bonds, including investment grade credit. Explore the potential for equity-like returns with lower volatility.
Viewpoints
05/10/2023
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.
Viewpoints
04/10/2023
“Restrictive for longer” is now the mantra as monetary policymakers seek to bring inflation reliably to target.
Viewpoints
02/10/2023
Quant investing in credit is an exciting frontier, but success relies on more than just the application of what is known to work well in equities. Learn how PIMCO’s 50+ years of credit expertise gives our clients an edge.
Viewpoints
28/09/2023
Watch an introduction to European data centers and uncover why this is a secular growth trend, as well as a high conviction view at PIMCO. In this exclusive video, Kirill Zavodov, Portfolio Manager, discusses the outlook ahead and opportunities in this space with Russell Poole, CEO, Apto Ltd.
Viewpoints
22/09/2023
Public credit markets offer high quality investments with attractive yields and downside resilience, while we see growing longer-term opportunities in private markets.
Blog
Blog
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
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
27/10/2023
The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive.
Blog
12/10/2023
The latest inflation report raises the odds of further Federal Reserve action.
Blog
06/10/2023
The spike in bond yields presents an opportunity for fixed income investors to earn capital gains and diversify portfolios.
Blog
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
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
28/08/2023
The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
Blog
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
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
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
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
A glossary of terms to help guide investors through the key terms used in the private alternatives space.
Understanding Investing
Commodities are a distinct asset class with returns that are largely independent of stock and bond returns. Therefore, adding broad commodity exposure can help diversify a portfolio of stocks and bonds, potentially lowering the risk of an overall portfolio and boosting returns. Given their impact on consumer goods prices, commodities can also offer a hedge against inflation.
Understanding Investing
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
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
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 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.
How can PIMCO help you?
For more information and answers to your questions, please contact us.