Equities at PIMCO
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.
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.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high quality assets that can be resilient across a variety of scenarios.
Efforts to make private credit tradable face obstacles and risk undermining one of the main reasons – earning an illiquidity premium – that investors look to private assets.
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.
In this brief update, Marc Seidner, CIO of non-traditional strategies, shares how we're managing risk amid rising geopolitical uncertainty, and why today's higher yields and active management can help bonds serve as a cushion against volatility.
Even as the direct lending sector faces scrutiny, private credit remains a broadly diversified market offering a variety of investable opportunities.