Tax-Efficient Investing
Following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.
With the policy rate in neutral territory, the Fed embraces data dependence – and faces a delicate balancing act in 2026.
Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
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.
Bond returns have been strong – and the opportunity is far from over. With compelling yields and excess return potential across public and private markets, Marc Seidner, CIO non-traditional strategies, shares why fixed income remains a powerful tool for generating durable income and managing risk.
See why we believe commercial real estate debt stands out for value and stability in today’s market.
Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
Road Testing Your Client’s Portfolio
