Core Bond Strategies
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.
Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
With the policy rate in neutral territory, the Fed embraces data dependence – and faces a delicate balancing act in 2026.
Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.
Investors have poured into gold – but they may also see compelling benefits from a broad-based commodity allocation.
The path of U.S. monetary policy from here likely depends heavily on labor market developments.
Explore how today’s real estate market offers a rare combination of high yields, risk mitigation, and upside potential. PIMCO experts break down what’s changed in real estate lending, what remains resilient, and how active management is redefining success in both equity and credit strategies.
There’s a transformation underway in credit markets: from bank syndication to hybrid structures led by asset managers. Discover how duration risk, asset-liability mismatches, and demand for yield are creating high-quality credit opportunities and what it means for portfolio construction.
Asia portfolio manager Stephen Chang and credit strategist Jingjing Huang discuss macro forces, China’s outlook, and where PIMCO is finding credit value.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
Amid global uncertainty, Europe faces slower growth but will benefit from increased stability.