Strategy Spotlight PIMCO Introduces the Capital Securities and Financials Strategy For investors in search of yield but reluctant to compromise on credit quality, the Capital Securities and Financials Strategy can offer a solution.
In the search for yield, many investors are reluctant to compromise on solid credit fundamentals. To meet this need, PIMCO’s new Capital Securities and Financials Strategy aims for attractive yield by investing in the subordinate debt and equity-like securities issued in the strengthening bank sector. Portfolio managers Philippe Bodereau and Yuri Garbuzov discuss the strategy, which is now available to U.S. investors. Q: What is the PIMCO Capital Securities and Financials Strategy? To Read the Full Article Log In Or Register
Blog April Inflation Report Unlikely to Alter Fed’s Path April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation.
Strategy Spotlight Income Fund Update: Capitalizing on the Global Opportunities in Fixed Income With the potential for higher-for-longer yields across countries, we see the global fixed income opportunity set as the most attractive in years.
Viewpoints Navigating the Challenges: EU Securitisation Regulation and Its Effects on Investors and Markets Regulation has transformed the EU securitisation market, but there are further improvements that can be made.
Asset Allocation Outlook When Markets Diverge, Opportunities Emerge Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.
Economic and Market Commentary The Cost of Cash: A $6 Trillion Question In this PIMCO Perspectives, we examine how the return of elevated bond yields comes at an opportune time to consider shifting out of cash.
Blog The Fed: Stuck On Hold for Now Despite the reacceleration of inflation and enduring labor market strength, the Fed remains focused on downside risks.
Viewpoints Will the True Treasury Term Premium Please Stand Up? Various methods to estimate this key bond market gauge differ on details but appear to signal rising investor compensation.