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PIMCO Perspectives

Trade Wars and the U.S. Dollar

Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
  • Cyclical Outlook

    Seeking Stability

  • Economic and Market Commentary

    President Trump Blinks for Now, But Tariffs Remain High

  • Economic and Market Commentary

    The U.S. Economy’s Trajectory Amid Higher Tariffs

Why PIMCO

You Face Challenges. We See Possibilities.

For over 50 years, we’ve invested with conviction, partnering with clients around the world to help them achieve their financial goals.
We believe that active management is the responsible way to invest our clients' assets in fixed income.
Honed over more than five decades, our process has helped millions of investors manage risk and pursue returns over meaningful time periods.
Meet PIMCO experts across the globe who strive for excellence on behalf of our clients.

Stay Informed with PIMCO's Insights

Economic and Market Commentary

PIMCO’s Sustainable Investing Report provides our latest thinking on sustainability. Here, we highlight the report's key takeaways, including how we are advancing our analytical capabilities.

Economic and Market Commentary

Dan Hyman, Portfolio Manager, explores why agency mortgage-backed securities (MBS) are compelling for investors today, highlighting historical performance, current market dynamics, and the attractive yield potential ahead.

Economic and Market Commentary

CIO of Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why active management matters in credit markets today and how the current environment is creating key investment opportunities for high quality bonds.

Investment Strategies

We maintain a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.

Economic and Market Commentary

Fed officials remain patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts.

Economic and Market Commentary

A rushed exit from conservatorship could increase mortgage rates and worsen home affordability.

Economic and Market Commentary

Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies – not just currency intervention.

Economic and Market Commentary

Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be testing the laws underpinning Fed independence.

Economic and Market Commentary

The outlook for U.S. growth and inflation hinges on the ability of U.S. supply chains to pivot out of China fairly quickly, a process that won’t be seamless.

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