Equities at PIMCO
Fed Delivers Despite Data Drought
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.
See why commercial real estate debt stands out for value and stability in today’s market.
Q4 2025 Update from the Asia Trade Floor
Asia portfolio manager Stephen Chang and credit strategist Jingjing Huang discuss macro forces, China’s outlook, and where PIMCO is finding credit value.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
In Jackson Hole, Chair Powell Hints at Near-Term Rate Cuts and Reiterates Long-Term Approach
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
Amid global uncertainty, Europe faces slower growth but will benefit from increased stability.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.