Asset Allocation Outlook

Negative Correlations, Positive Allocations

11/20/2024

Erin Browne, Emmanuel S. Sharef

The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.

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Navigate Market Complexity

Deepen your knowledge with insights from our experts.

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Asset Allocation Outlook

Negative Correlations, Positive Allocations

11/20/2024

The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.

Erin Browne, Emmanuel S. Sharef

Investment Strategies

Three Layers of Active Portfolio Construction

11/19/2024

Mohit Mittal, PIMCO's CIO of Core Strategies, discusses the value that active fixed income brings to portfolios, particularly in taking advantage of structural inefficiencies in global markets.

Mohit Mittal

Investment Strategies

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

11/18/2024

We seek to capitalize on today’s attractive yields while staying mindful of economic and market uncertainties.

Daniel J. Ivascyn, Esteban Burbano

Investment Strategies

Finding an Active Edge in Global Bonds

11/13/2024

Andrew Balls, CIO Global Fixed Income, and Sachin Gupta, Portfolio Manager and Head of the Global Desk, discuss global bonds and why active management matters today.

Andrew Balls, Sachin Gupta

Investment Strategies

PYLD in 5

11/12/2024

PYLD, PIMCO Multisector Active Bond ETF, has quickly become one of our fastest-growing ETFs. Learn more about today’s market dynamics, how the portfolio team is positioning PYLD accordingly, and what role the product can play in portfolios.

Sonali Pier, Adam Browne

Economic and Market Commentary

The Fixed Income Outlook is Compelling

11/8/2024

Investors reviewing their portfolio allocations as we close out 2024 should note fixed income is poised to play a significant role in 2025.

Mohit Mittal, Kenneth Chambers

Economic and Market Commentary

Trump’s Second Act: What to Expect in 2025 and Beyond

11/8/2024

Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his agenda.

Libby Cantrill

Economic and Market Commentary

Amid Uncertainty, Fed Embraces Data Dependence

11/7/2024

Recent economic data support the Federal Reserve’s meeting-by-meeting approach to rate cuts.

Tiffany Wilding, Allison Boxer

Economic and Market Commentary

Four Economic Themes Shaping the Next 12-Months

11/7/2024

Global economies are normalizing and central banks are cutting rates, we identified four themes investors should focus on as we head into 2025.

Tiffany Wilding, Kenneth Chambers

Core Bond Strategies

Ready your portfolio with high-quality fixed income and active management expertise as the Fed eases and global economic paths diverge.

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Alternative Investments

PIMCO's global leadership across public and private debt markets gives clients access to solutions grounded in research, macro analysis and relative value comparisons.

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All investments contain risk and may lose value. Investors should consult their investment professional prior to making an investment decision.

PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.

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