Equities at PIMCO
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
The Federal Reserve chairman discussed monetary policy principles, the economy, and AI – and left little doubt the Fed is focused on taming inflation.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Labor costs adjusted for productivity have a strong record in pointing to the underlying trend.
A confluence of rising sovereign debt, surging AI-related corporate bond issuance, and inflation concerns has lifted 30-year yields in the U.S. and elsewhere to two-decade highs.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Higher starting yields are creating opportunities across global fixed income. Group CIO Dan Ivascyn explains why quality, liquidity, and global diversification can be key to building portfolio resilience in an uncertain environment, and how the strategy pursues attractive income potential without reaching for added risk.
As markets evolve and new issuance reshapes the credit landscape, investors have an expanding opportunity set across global fixed income. PIMCO Portfolio Manager Sonali Pier explains why active credit selection, global diversification, and a relative value approach is especially important today. She discusses how investors can seek attractive income opportunities while maintaining a focus on liquidity, quality, and flexibility.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.