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Cyclical Outlook

Tariffs, Technology, and Transition

Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.
Tariffs, Technology, and Transition
  • View From the Investment Committee

    From Cash to Curve: Rethinking Allocations as Rate Cuts Loom

  • Secular Outlook

    The Fragmentation Era

  • Economic and Market Commentary

    Q4 2025 Update from the Asia Trade Floor

Featured Funds

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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

Economic and Market Commentary

Asia portfolio manager Stephen Chang and credit strategist Jingjing Huang discuss macro forces, China’s outlook, and where PIMCO is finding credit value.

Investment Strategies

See why commercial real estate debt stands out for value and stability in today’s market.

PM Chartbook

Former Federal Reserve Vice Chair Richard Clarida charts key signals for interest rates and the economy – and what they could mean for investors.

Cyclical Outlook

Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.

Investment Strategies

We have high conviction in asset-based finance, currently focused on U.S. residential and aviation finance for their strong yields and sector diversity.

Economic and Market Commentary

The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.

PIMCO Perspectives

Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.

View From the Investment Committee

Group CIO Dan Ivascyn discusses how investors should examine liquidity and economic sensitivity across public and private markets.

Investment Strategies

Investors should approach private investment grade (IG) credit with a focus on risk-adjusted returns versus liquid IG, while seeking to maintain a core IG trait: limited impairment risk.

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