Insights
Featured Insights
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Opportune Time for High-Quality Global Bonds
Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.
David Braun, Portfolio Manager, discusses why today's starting yields and cooling inflation create a compelling case for investors to enter the bond market and the important role active managers play.
Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications
This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.
High Quality Credit Opportunities
CIO Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why now is the time to invest in high quality global corporate bonds, loans and high yield credit given current market dynamics.
Unlocking the Power of Private Credit
Private credit tends to refer to non-bank lending, where loans are made directly to companies or borrowers. In this video, Lalantika Medema, Executive Vice President and Product Strategist, explains the concept and the areas of opportunity today.
Tune into an engaging discussion on aviation finance and learn how PIMCO has partnered with High Ridge Aviation to deliver funding solutions to this exciting area of specialty finance.
PIMCO Group CIO Dan Ivascyn discusses the key implications for bonds, stocks, and cash as central banks hold rates at elevated levels.
The U.S. Fed’s potential rate cuts should stabilise the Asia credit market overall, but have a mixed impact on the region’s economies.
Economic & Market Commentary
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Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications
This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.
PIMCO Group CIO Dan Ivascyn discusses the key implications for bonds, stocks, and cash as central banks hold rates at elevated levels.
Four Economic Themes to Know in 2024
Economist Tiffany Wilding shares four macro themes from our 2024 outlook likely to influence global markets, including the potential for a U.S. interest rate-cutting cycle.
Capitalizing on Market Shifts in 2024
Watch Group CIO Dan Ivascyn discuss how investors can navigate 2024’s global market dynamics, emphasizing the importance of actively managed, high-quality bonds with appealing yields and valuations given today’s uncertain environment.
Opportunity in Focus: Private Credit
Listen to Group CIO Dan Ivascyn discuss balancing opportunities and risks in private credit today, and why selectivity remains key to take advantage of attractive multi-year prospects.
Navigating the Descent
Our Cyclical Outlook for the global economy and markets over the next year.
Watch Dr. Ben Bernanke, the former Fed chair who navigated the central bank through the Great Recession and now is a senior advisor at PIMCO, and Marc Seidner, PIMCO’s CIO of nontraditional strategies, discuss how central banks may shape global monetary policy in 2024 and what it all means for investors.
Value Returns to Fixed Income Markets
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
This is a carousel with individual cards. Use the previous and next buttons to navigate.
Opportune Time for High-Quality Global Bonds
Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.
David Braun, Portfolio Manager, discusses why today's starting yields and cooling inflation create a compelling case for investors to enter the bond market and the important role active managers play.
High Quality Credit Opportunities
CIO Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why now is the time to invest in high quality global corporate bonds, loans and high yield credit given current market dynamics.
Unlocking the Power of Private Credit
Private credit tends to refer to non-bank lending, where loans are made directly to companies or borrowers. In this video, Lalantika Medema, Executive Vice President and Product Strategist, explains the concept and the areas of opportunity today.
Tune into an engaging discussion on aviation finance and learn how PIMCO has partnered with High Ridge Aviation to deliver funding solutions to this exciting area of specialty finance.
The U.S. Fed’s potential rate cuts should stabilise the Asia credit market overall, but have a mixed impact on the region’s economies.
Pramol Dhawan, PIMCO’s Head of Emerging Markets, explores the evolving dynamics of emerging markets and how the firm’s unique strategies, global reach and robust relationships help clients navigate the asset class.
Decoding Quant Strategies
Explore PIMCO's approach to quantitative investment strategies at our recent Alternatives Investor Conference.
Discover potential opportunities in the real estate market from a panel discussion at our recent Alternatives Investor Conference.
Blog
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Recent signals from major central banks suggest challenges ahead with easing monetary policy amid above-target inflation.
Federal Reserve officials appear locked in for multiple rate cuts this year, despite inflation reaccelerating – raising questions about the speed and timing of this easing cycle.
The BOJ's exit from monetary easing provides fresh opportunities for bond market investors.
ECB: Next Stop, June
While market pricing looks more reasonable, European Central Bank rate cuts, which could commence in June, are unlikely to be delivered as aggressively as the market expects in 2024.
OPEC+ strategies and geopolitical tensions could roil markets.
Debt levels will likely continue to rise absent policy changes, and the yield curve is likely to steepen.
Adding real assets to a stock and bond portfolio can help boost returns and smooth volatility when inflation runs above 2%.
Fed Slowly Building the Confidence to Cut
The Federal Reserve sees progress on inflation, but wants more certainty before it’s prepared to lower the policy rate.
ECB Firmly on Hold
While interest rates have presumably peaked, we remain skeptical that rate cuts will be delivered as forcefully as the market expects.
Education & Resources
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Before Economic Forums were mainstream on Wall Street, our investment professionals were gathering to identify economic and market trends for our clients. Decades later, the cornerstone of our process is stronger and more important than ever.
Tony Crescenzi and host John Nersesian take a deep dive into today’s bond market and the impact of Fed policy, how investors should be thinking about their fixed income allocations now, and the compelling opportunities presented by higher starting yields across sectors. To explore outcomes for every market, visit pimco.com/outcomes.
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.
Watch as John Nersesian, head of advisor education, discusses how financial professionals can identify, measure, and communicate their significant contributions and outcomes to their clients. Interested in continuing education on the topic? Visit pimco.com/advisoreducation.