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View From the Investment Committee

Energy Shocks, Rising Yields, and the Case for Bonds

Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across global markets, and how investors can navigate a shifting credit cycle amid increased AI-related issuance.
Energy Shocks, Rising Yields, and the Case for Bonds
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    PIMCO’s Secular Outlook: Live Webcast

  • PIMCO Perspectives

    When Geopolitics Becomes an Economic Input

  • Cyclical Outlook

    Layered Uncertainty: Conflict, Credit Stress, and AI

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The Credit Market Lens

Structural pressures from the AI buildout are real, but they are growing slowly, not driving the yield moves investors are watching right now.

Macro Signposts

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

Economic and Market Commentary

As capital floods the AI buildout, a patient approach focused on deal structure, collateral, and the alignment of assets and liabilities can help investors identify worthwhile opportunities

Economic and Market Commentary

Deeper capital markets are essential to the continent’s growth

View From the Investment Committee

Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across global markets, and how investors can navigate a shifting credit cycle amid increased AI-related issuance.

The Credit Market Lens

With spreads tight and dispersion rising, the tools investors use to judge performance matter more than ever.

Economic and Market Commentary

Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.

Economic and Market Commentary

Credit markets continue to shift, reshaping where opportunities emerge for investors. In this Milken Institute Global Conference follow-up, portfolio managers Kris Kraus and Russell Gannaway explain where lending gaps have opened, how private capital is stepping in, and why underwriting and active management matter more than forecasts.

Investment Strategies

From AI disruption to shifting rate and inflation paths, bond markets are creating new opportunities. Mohit Mittal, CIO of core strategies, shares why focusing on valuations, selectivity, and bottom-up ideas may help investors pursue returns while managing downside risk.

Economic and Market Commentary

A new leader of the Federal Reserve brings valuable experience, perspective, and ideas about how the Fed should evolve.

Economic and Market Commentary

Our new Sustainable Investing Report explores how active fixed income helps drive real-economy outcomes through research, engagement and stewardship.

Macro Signposts

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

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