Thoughts From the Bond Vigilantes
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Actionable Alternatives: Data Infrastructure
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.
Core Bonds vs. Fed Funds Rate
Historically, when core bonds out-yield short term rates they have delivered attractive returns. For the first time in more than a year, the yield to worst on core bonds exceeds the Fed Funds rate.
Macroeconomic uncertainties prompted the Federal Reserve to signal a slower pace of policy rate cuts in 2025 and beyond.
As cash yields dwindle, the case for fixed income becomes increasingly compelling.
ECB: Managing Risks to Growth
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.
The transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Portfolio Managers Erin Browne and Emmanuel Sharef discuss their strategy for multi-asset portfolios amid the resurgence of the inverse relationship between equities and fixed income, and highlight their key investment opportunities in today’s market environment.
Learn how a diversified mix of stocks, bonds, and other assets can enhance portfolios’ risk-adjusted return potential given today’s dynamic economic environment.
Core Bond Strategies
Alternative Investments
How Can PIMCO Help You?
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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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