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Economic and Market Commentary

February 2025 Update from the Australia Trade Floor

Portfolio manager Adam Bowe discusses why, despite Governor Bullock’s remarks following the RBA meeting, we still expect three more rate cuts this year.
  • Investment Strategies

    PIMCO ETFs now available to Australian investors

  • Economic and Market Commentary

    The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds

  • Cyclical Outlook

    Uncertainty Is Certain

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Economic and Market Commentary

In an era of rising uncertainty and falling cash rates, core bonds offer not only attractive yields but also a vital hedge against market volatility.

Economic and Market Commentary

Portfolio manager Adam Bowe discusses why, despite Governor Bullock’s remarks following the RBA meeting, we still expect three more rate cuts this year.

Investment Strategies

Attractive yields and a broad opportunity set bolster active bond investments amid today’s uncertain macroeconomic and market outlook.

Investment Strategies

In the ever-evolving fixed income markets, active management offers compelling opportunities for investors. CIO Core Strategies Mohit Mittal explains our process for building resilient portfolios and the areas we see opportunity to maximize potential total return today.

Economic and Market Commentary

It is not just tariffs that might affect inflation and growth but also trade uncertainty and the effects of the ambitious Trump policy agenda.

Investment Strategies

Amid ongoing uncertainty and volatility, Group CIO Dan Ivascyn explains why it’s important to focus on high quality, and how we’re leveraging global high yielding opportunities to help cushion portfolios against volatility and optimize returns.

Economic and Market Commentary

The first trade skirmish of the second Trump administration has reverberated through global markets, highlighting the ongoing uncertainty in international trade relations.

Investment Strategies

Kanish Chugh answers some of the key questions around ETFs.

Economic and Market Commentary

PIMCO’s Asia investment team analyse how domestic policies and external influences are shaping growth trajectories and investment opportunities across the APAC region.

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