Skip to Main Content
View From the Investment Committee

Energy Shocks, Rising Yields, and the Case for Bonds

Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across global markets, and how investors can navigate a shifting credit cycle amid increased AI-related issuance.
Energy Shocks, Rising Yields, and the Case for Bonds
  • PIMCO Perspectives

    When Geopolitics Becomes an Economic Input

  • Cyclical Outlook

    Layered Uncertainty: Conflict, Credit Stress, and AI

Featured Funds

Increasing your bond allocation? Consider these three funds.
MANAGED FUNDS

PIMCO Income Fund | ETL0458AU

  • WHOLESALE
  • AUD
Total Net Assets
1,402 MM AUD
Daily NAV
0.8992 AUD
MANAGED FUNDS

PIMCO Australian Bond Fund | ETL0015AU

  • WHOLESALE
  • AUD
Total Net Assets
2,537 MM AUD
Daily NAV
0.9158 AUD
MANAGED FUNDS

PIMCO Global Bond Fund | ETL0018AU

  • WHOLESALE
  • AUD
Total Net Assets
8,048 MM AUD
Daily NAV
0.9057 AUD
Why PIMCO

You Face Challenges. We See Possibilities.

For over 50 years, we’ve invested with conviction, partnering with clients around the world to help them achieve their financial goals.
We believe that active management is the responsible way to invest our clients' assets in fixed income.
Honed over more than five decades, our process has helped millions of investors manage risk and pursue returns over meaningful time periods.
Meet PIMCO experts across the globe who strive for excellence on behalf of our clients.

Stay Informed with PIMCO's Insights

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

The Credit Market Lens

Structural pressures from the AI buildout are real, but they are growing slowly, not driving the yield moves investors are watching right now.

Economic and Market Commentary

Deeper capital markets are essential to the continent’s growth

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Economic and Market Commentary

As capital floods the AI buildout, a patient approach focused on deal structure, collateral, and the alignment of assets and liabilities can help investors identify worthwhile opportunities

The Credit Market Lens

With spreads tight and dispersion rising, the tools investors use to judge performance matter more than ever.

Economic and Market Commentary

Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.

Economic and Market Commentary

Credit markets continue to shift, reshaping where opportunities emerge for investors. In this Milken Institute Global Conference follow-up, portfolio managers Kris Kraus and Russell Gannaway explain where lending gaps have opened, how private capital is stepping in, and why underwriting and active management matter more than forecasts.

Economic and Market Commentary

A new leader of the Federal Reserve brings valuable experience, perspective, and ideas about how the Fed should evolve.

Macro Signposts

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Economic and Market Commentary

Our new Sustainable Investing Report explores how active fixed income helps drive real-economy outcomes through research, engagement and stewardship.

Investment Strategies

From AI disruption to shifting rate and inflation paths, bond markets are creating new opportunities. Mohit Mittal, CIO of core strategies, shares why focusing on valuations, selectivity, and bottom-up ideas may help investors pursue returns while managing downside risk.

Have You Experienced PIMCO Pro Yet?

PIMCO Pro is a free service that uses your PIMCO.com login for access. Register here if you do not have an account or contact your account manager for a personal, virtual tour.
Promo card image

Select Your Location


Americas

Asia Pacific

  • Japan

Europe, Middle East & Africa

  • Europe
Back to top

Leaving PIMCO.com

You are now leaving the PIMCO website.