Equities at PIMCO
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
In Jackson Hole, Chair Powell Hints at Near-Term Rate Cuts and Reiterates Long-Term Approach
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.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Grover Burthey, Portfolio Manager, and David Crane, Executive Chair of Generate Capital and former Under Secretary for Infrastructure at the U.S. Department of Energy, discuss key challenges and breakthrough opportunities in energy investing, emerging technologies, and closing critical financing gaps in renewables.
The Federal Reserve offered little guidance on the outlook at its July meeting, striking a somewhat hawkish tone.
Q3 2025 Update from the Asia Trade Floor
Portfolio manager Stephen Chang shares insights on China, emerging markets, and the global outlook for today’s investors.
To install a loyalist, Donald Trump will have to overcome barriers in the courts, in Congress, and in markets.
Fed Policymakers: Split Decision
We expect the Fed will resume gradual interest rate cuts later this year, depending on U.S. labor market trends.
How Can PIMCO Help You?
Disclosures
All investments contain risk and may lose value. Equities may decline in value due to both real and perceived general market, economic and industry conditions. Investors should consult their investment professional prior to making an investment decision.
Investors should consult their investment professional prior to making an investment decision. Statements concerning financial market trends or portfolio strategies are based on current market conditions, which will fluctuate. There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investors should consult their investment professional prior to making an investment decision. Outlook and strategies are subject to change without notice.
PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
CMR2024-0313-3446391