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Economic and Market Commentary

December 2024 Update from the Australia Trade Floor

Portfolio manager Rob Mead discusses how investors should be positioning for the year ahead and where the risks and opportunities are.
  • PIMCO PERSPECTIVES

    Thoughts From the Bond Vigilantes

  • Asset Allocation Outlook

    Negative Correlations, Positive Allocations

  • Investment Strategies

    Income Strategy Update: Navigating Rate Cuts With Flexibility and a High Quality Focus

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For over 50 years, we’ve invested with conviction, partnering with clients around the world to help them achieve their financial goals.
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Stay Informed with PIMCO's Insights

Investment Strategies

In this series, discover exciting private market opportunities and how PIMCO pursues them in an effort to benefit our investors. Learn why we believe data infrastructure is an attractive investment within our asset-based finance (ABF) portfolios.

Investment Strategies

Explore how savvy investors may benefit from strong risk-adjusted returns with an active allocation to aviation finance – a rapidly expanding sector of asset-based lending.

Economic and Market Commentary

Macroeconomic uncertainties prompted the Federal Reserve to signal a slower pace of policy rate cuts in 2025 and beyond.

Economic and Market Commentary

As cash yields dwindle, the case for fixed income becomes increasingly compelling.

Economic and Market Commentary

We continue to agree with market pricing following the ECB’s latest rate cut, but see additional downside risks to growth post-U.S. election.

Economic and Market Commentary

Portfolio manager Rob Mead discusses how investors should be positioning for the year ahead and where the risks and opportunities are.

Economic and Market Commentary

How to unlock value in a complex real estate market landscape

Investment Strategies

Private Credit Specialist Kyle McCarthy explores private credit's growth, highlighting benefits such as stable cash flows and diversification, while emphasising the importance of manager selection.

Economic and Market Commentary

The incoming administration’s tax policy is likely to be front and center in Washington next year, with the potential extension of individual tax cuts and changes to SALT deductions possibly reshaping fiscal strategies. Head of U.S. Public Policy Libby Cantrill discusses what this could mean for taxpayers and businesses alike.

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