Investment Education

Investment Education Resources

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Allocating across a broad range of global sectors and asset classes can help enhance return potential and moderate overall portfolio volatility. Learn about our risk-factor-based approach to asset allocation and the factors that investors should consider when deciding where to invest.

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Bonds offer the potential for regular income, preservation of capital and portfolio diversification, and can also serve as a hedge against riskier asset classes, particularly in times of economic uncertainty. Learn about the benefits of a diversified global bond portfolio and the broad array of sectors from which investors can choose.

Understanding duration

Learn about duration and how investors and investment managers use it to build portfolios and manage risk.

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Equities have offered attractive long-term returns relative to other asset classes and can provide balance in an overall portfolio. Learn about some of the risks and opportunities as well as PIMCO’s unique strategies for investing in this global asset class.

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Understanding the impact that volatility and severe market shocks can have on long-term returns, and planning accordingly, should be an important consideration in investment decision-making. Learn how investors can proactively guard their portfolios against these risks and their potentially disastrous outcomes.

Understanding tail risk

Learn about “tail risk” and how portfolios can be managed to minimize losses without curtailing growth.

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Over time, inflation erodes investment returns and reduces the purchasing power of savings, posing a significant threat to long-term financial goals. Inflation can also spike unexpectedly, defying the predictions of even the most seasoned professionals. Learn about the historical impact of inflation and ways investors can hedge their portfolios against this threat.

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Disclosures

A Word About Risk: Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk. Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Diversification does not ensure against loss. Inflation-linked bonds (ILBs) issued by a government are fixed-income securities whose principal value is periodically adjusted according to the rate of inflation; ILBs decline in value when real interest rates rise. Equities may decline in value due to both real and perceived general market, economic, and industry conditions.
Duration is the measure of a bond's price sensitivity to interest rates and is expressed in years. A tail event is unpredictable; therefore, investments in instruments tied to the occurrence of a tail event are speculative.
Individuals should consult with their own financial advisors to determine the most appropriate allocations for their financial situation, including their investment objectives, time frame, risk tolerance, savings and other investments.
This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.