PIMCO’s Cyclical Outlook: Live Webcast
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PIMCO Perspectives
What’s Pushing Long-Term Bond Yields Higher?
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PIMCO Perspectives
Old-Fashioned Bond Math for a New-Fashioned Fed
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Real Estate Outlook
Real Estate: From Repricing to Relevance
Featured Insights
AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out Treasuries.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
For equity investors, the question is relatively simple: Who wins the AI race? For credit investors, it is more nuanced: Do spreads adequately compensate for the broad set of risks embedded in financing the buildout?
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
Aviation finance has become one of the largest and fastest-growing corners of asset-based finance. Discover why investors are increasingly looking at aircraft leasing as a source of income and diversification.
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.
Most U.S. investment grade and high yield borrowers appear positioned to withstand refinancing costs, but CCC rated issuers face greater pressure as elevated yields meet weaker balance sheets.
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.
Direct lending defaults are harder to observe than public market defaults, but analysis suggests financial distress has risen markedly since 2022.
Labor costs adjusted for productivity have a strong record in pointing to the underlying trend.