Equities at PIMCO
Increasing the frequency of marks does little to improve transparency or accuracy in private credit when prices are not anchored to observable, market-based transactions.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner, CIO non-traditional strategies, explains how we’re approaching portfolio construction now.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Dispersion in Asia is widening as geopolitical risks rise. Portfolio manager Stephen Chang discusses energy pressures and China’s policy outlook.
Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.