Andrew Balls
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.
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.
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability.
Amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.
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.
The fixed income outlook remains strong across multiple economic scenarios as the U.S. Federal Reserve joins other central banks in cutting interest rates.
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.
In our Cyclical Outlook, we see the paths of major economies poised to diverge, making it critical to actively seek out investment opportunities globally.
Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.
Our Cyclical Outlook for the global economy and markets over the next year.
Hear PIMCO’s experts discuss insights from our latest economic outlook, Post Peak, and how today’s attractive yields offer opportunity in the face of growing uncertainty.