Equities at PIMCO
Uneven global growth shapes Asia. Learn more about China bond views, AI‑linked markets, and curve value in Japan and Australia.
Marc Seidner, CIO non-traditional strategies, explains why it isn’t “too late” for bonds.
Moderating growth and increasingly divergent policy responses define Asia Pacific in 2026, underscoring the need for disciplined, relative value investing across markets.
Policy support is helping narrow mortgage spreads, and valuations remain historically attractive. Portfolio manager Dan Hyman discusses the opportunity across agency mortgage backed securities (MBS), which offer high quality, liquid exposure with defensive traits and compelling income potential.
Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
With the policy rate in neutral territory, the Fed embraces data dependence – and faces a delicate balancing act in 2026.
Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.
Investors have poured into gold – but they may also see compelling benefits from a broad-based commodity allocation.
The path of U.S. monetary policy from here likely depends heavily on labor market developments.
Explore how today’s real estate market offers a rare combination of high yields, risk mitigation, and upside potential. PIMCO experts break down what’s changed in real estate lending, what remains resilient, and how active management is redefining success in both equity and credit strategies.
There’s a transformation underway in credit markets: from bank syndication to hybrid structures led by asset managers. Discover how duration risk, asset-liability mismatches, and demand for yield are creating high-quality credit opportunities and what it means for portfolio construction.
Asia portfolio manager Stephen Chang and credit strategist Jingjing Huang discuss macro forces, China’s outlook, and where PIMCO is finding credit value.