Equities at PIMCO
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
The Federal Reserve chairman discussed monetary policy principles, the economy, and AI – and left little doubt the Fed is focused on taming inflation.
A confluence of rising sovereign debt, surging AI-related corporate bond issuance, and inflation concerns has lifted 30-year yields in the U.S. and elsewhere to two-decade highs. On the heels of their very popular July episode – Old-Fashioned Bond Math for a New-Fashioned Fed – Marc Seidner and Pramol Dhawan join host Greg Hall to discuss.
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
A confluence of rising sovereign debt, surging AI-related corporate bond issuance, and inflation concerns has lifted 30-year yields in the U.S. and elsewhere to two-decade highs.
Labor costs adjusted for productivity have a strong record in pointing to the underlying trend.
Global cycles have fallen out of sync, and the gaps between markets are widening. PIMCO CIO of Global Fixed Income Andrew Balls says that's the exact type of environment where global active management matters most.
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.
Higher starting yields are creating opportunities across global fixed income. Group CIO Dan Ivascyn explains why quality, liquidity, and global diversification can be key to building portfolio resilience in an uncertain environment, and how the Fund pursues attractive income potential without reaching for added risk.
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