Andrew Balls
Tariffs, Technology, and Transition
Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.
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.
The Fragmentation Era
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
Seeking Stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability.
Uncertainty Is Certain
Amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.
Finding an Active Edge in Global Bonds
Andrew Balls, CIO Global Fixed Income, and Sachin Gupta, Portfolio Manager and Head of the Global Desk, discuss global bonds and why active management matters today.
Securing the Soft Landing
The fixed income outlook remains strong across multiple economic scenarios as the U.S. Federal Reserve joins other central banks in cutting interest rates.
Yield Advantage
The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in other markets.
Diverging Markets, Diversified Portfolios
In our Cyclical Outlook, we see the paths of major economies poised to diverge, making it critical to actively seek out investment opportunities globally.