Skip to Main Content
Cyclical Outlook

Layered Uncertainty: Conflict, Credit Stress, and AI

In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high quality assets that can be resilient across a variety of scenarios.
Layered Uncertainty: Conflict, Credit Stress, and AI
  • The Credit Market Lens

    The Credit Market Lens: Oil Supply Shocks Don’t Age Well

  • Webcast

    PIMCO’s Cyclical Outlook: Live Webcast

  • Macro Signposts

    Caution Takes Center Stage at the March Fed Meeting

Featured Funds

Turn investment insights into action.

Strategies to Help Your Clients Achieve Their Investment Goals

PIMCO has helped millions of investors around the world pursue their financial goals for over 50 years. Find the PIMCO solutions based on your clients' objectives.
Pursue income without taking on too much risk
Diversify portfolios with alternatives
Target quality and global diversification
Pursue attractive returns from corporate bonds

Stay Informed with PIMCO's Insights

The Credit Market Lens

The software sector remains challenged by pressured valuations, uncertain recoveries, and less reliable sponsor support.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Economic and Market Commentary

Dispersion in Asia is widening as geopolitical risks rise. Portfolio manager Stephen Chang discusses energy pressures and China’s policy outlook.

Economic and Market Commentary

Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.

The Credit Market Lens

Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.

Economic and Market Commentary

Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

The Credit Market Lens

Across corporate lending markets, some investments are easier to trade and exit than others – differences that deserve particular attention today.

Investment Strategies

Using a disciplined, data-driven approach to uncover opportunities beneath the surface in 2026 within PIMCO’s asset allocation strategies.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

The Credit Market Lens

Amid geopolitical uncertainty, dispersion across credit markets – rather than a broad risk-off move – has become the dominant investment signal.

Cyclical Outlook

In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high quality assets that can be resilient across a variety of scenarios.

Select Your Location


Americas

Asia Pacific

  • Japan

Europe, Middle East & Africa

  • Europe
Back to top

Leaving PIMCO.com

You are now leaving the PIMCO website.