The Fragmentation Era
Explore the Best Ideas from Our Global Investment Team
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.
Why are actively managed core bonds attractive today? Portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.
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.
The Federal Reserve offered little guidance on the outlook at its July meeting, striking a somewhat hawkish tone.
Grover Burthey, Portfolio Manager, and David Crane, Executive Chair of Generate Capital and former Under Secretary for Infrastructure at the U.S. Department of Energy, discuss key challenges and breakthrough opportunities in energy investing, emerging technologies, and closing critical financing gaps in renewables.
As banks de-leverage, spreads on high-quality securities have become unusually attractive. Portfolio manager Alfred Murata explains how this creates a compelling opportunity for the low duration income strategy. He also highlights how PIMCO’s scale and expertise help uncover rare market opportunities.
Discover how securitized credit strategies offer investors liquid, diversified income opportunities and attractive risk-adjusted return potential.
Holding Steady Amid Whipsawing Markets
The outlook for the second half of 2025 remains favorable for strategies emphasizing global diversification and risk mitigation.
The Power of Global Bonds
Andrew Balls, CIO Global Fixed Income, shares why global bonds are compelling today. With PIMCO’s global presence and local expertise in navigating market cycles, explore how high-quality global bonds can offer stability, diversification, and attractive returns amid market uncertainty.