Tax-Efficient Investing
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 One Big Beautiful Bill Act introduces several opportunities across multiple municipal credit sectors. John Nersesian, Head of Advisor Education, and Dave Hammer, head of municipal bond portfolio management, unpack the bill and its implications for the $4 trillion muni market, what changed, what didn’t, and why high-quality munis deserve a close look in today’s environment.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
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.
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.
Road Testing Your Client’s Portfolio
