Viewpoints Unlocking the Power of Private Credit(video) Private credit tends to refer to non-bank lending, where loans are made directly to companies or borrowers. In this video, Lalantika Medema, Executive Vice President and Product Strategist, explains the concept and the areas of opportunity today.
Viewpoints Aviation Finance: Capturing Opportunities in Private Credit(video) Tune into an engaging discussion on aviation finance and learn how PIMCO has partnered with High Ridge Aviation to deliver funding solutions to this exciting area of specialty finance.
Blog Shocking Bonds: Evaluating Advisor Fixed Income Portfolios as the Fed Enters Its Next Phase After two volatile years, we believe conditions are especially compelling for fixed income.
Economic and Market Commentary Forecast Favors Fixed Income(video) Learn why we believe it is prime time for bonds, how we’re emphasizing diversification and caution and prioritizing quality, and where the opportunities are in today’s markets and beyond. More from this Asset Allocation Outlook
Blog Persistent Inflation Pressures Could Delay Fed Action The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024.
Cyclical outlook Diverging Markets, Diversified Portfolios With the paths of major economies poised to diverge, we believe it is critical to actively seek out investment opportunities globally.
Blog One Hike, Three Hints, and a Surprise Rate Cut Recent signals from major central banks suggest challenges ahead with easing monetary policy amid above-target inflation.
Viewpoints Beyond Borders: Empowering Clients by Uncovering Opportunities(video) Pramol Dhawan, PIMCO’s Head of Emerging Markets, explores the evolving dynamics of emerging markets and how the firm’s unique strategies, global reach and robust relationships help clients navigate the asset class. Emerging Markets
Viewpoints Local Government Financing Vehicles: A Growing Risk for China’s Economy? We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.
Viewpoints Secular Stars: Why India and Indonesia Are Set to Shine as Global Economic Leaders We believe the two resource-rich economies – once labeled fragile – will be global growth leaders over the next several years, driven by prudent policies and stable macro fundamentals.
Economic and Market Commentary Forecast Favors Fixed Income(video) Learn why we believe it is prime time for bonds, how we’re emphasizing diversification and caution and prioritizing quality, and where the opportunities are in today’s markets and beyond. More from this Asset Allocation Outlook
Economic and Market Commentary Positioning Portfolios for 2024(video) Find out how we’re positioning portfolios across global asset classes for the year ahead, with Geraldine Sundstrom, portfolio manager and head of asset allocation. More from this Asset Allocation Outlook
Blog COP28: Climate Issues Share Center Stage With Oil and Gas There are material short- and long-term implications for hydrocarbon markets following the COP28 meeting in Dubai, including tailwinds to oil
Viewpoints Sustainable Development Goals at PIMCO(video) As an important framework, the Sustainable Development Goals seeks to guide companies and investors to effectively finance sustainable economic activities. Learn more about our proprietary tools and frameworks that are aligned with the 17 SDGs.
Viewpoints Green Bond Investing Across Credit(video) Watch our latest views on green bond investing in credit – including corporate, sovereign, covered, and securitized bonds.
Featured Solutions Flexible Fixed Income: How to Navigate the Challenges of 2021 and Beyond With a flexible approach, fixed income can generate positive returns and offer diversification even in challenging markets.
Strategy Spotlight Multi-Strategy Alternative Funds: Not All Are Created Equal Exposures and diversification potential vary markedly.
Strategy Spotlight Income Fund Update: Compelling Yields Today, Potential Price Appreciation Tomorrow Many investors remain in cash, but we think it’s time to shift exposure to bonds.
Viewpoints Capitalizing on Change in the Real Estate Market(video) Discover potential opportunities in the real estate market from a panel discussion at our recent Alternatives Investor Conference. Navigating Uncertainty with Alternative Investments Unlocking the Power of Alternative Investments Adapting to the Evolving Credit Landscape Decoding Quant Strategies
Viewpoints Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing The dearth of homes for sale has underpinned the housing market’s surprising resilience and may further lift home prices despite reduced affordability.
Strategy Spotlight Income Fund Update: Compelling Yields Today, Potential Price Appreciation Tomorrow Many investors remain in cash, but we think it’s time to shift exposure to bonds.
Strategy Spotlight Income Fund Update: Poised for Resilience and Potential Price Appreciation We see meaningful value in high quality, more liquid bonds that offer compelling yields and potential price appreciation should the economy weaken.
Strategy Spotlight Income Fund Update: Attractive Yields, Resilient Returns We see compelling value in high quality, liquid fixed income assets that may offer potential resiliency if the economy weakens.
Blog ECB: Eyeing a June Rate Cut While the European Central Bank refrained from declaring victory at its April meeting, a June rate cut seems increasingly likely.
Blog Persistent Inflation Pressures Could Delay Fed Action The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024.
Cyclical outlook Diverging Markets, Diversified Portfolios With the paths of major economies poised to diverge, we believe it is critical to actively seek out investment opportunities globally.
View from the Investment Committee What to Expect When You’re Expecting Rate Cuts(video) Group CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential central bank rates cuts around the globe.
Blog ECB: Eyeing a June Rate Cut While the European Central Bank refrained from declaring victory at its April meeting, a June rate cut seems increasingly likely.
Blog Persistent Inflation Pressures Could Delay Fed Action The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024.
Municipal Monthly December Municipal Market Update: Munis Cap 2023 With Big Rally; Fundamentals Remain Strong Municipals ended the year with their strongest two-month performance since 1986; yields remain attractive.
Municipal Monthly November Municipal Market Update: Looking Past the Negative Municipal Credit Headlines Municipal bonds posted their best performance of the year, and we believe municipal credit conditions remain strong.
Municipal Monthly October Municipal Market Update: Examining End-of-Year Trends Amid High Absolute Yields We review the latest developments in the municipal bond market and discuss how high absolute yields, coupled with a historically supportive end-of-year environment, may offer an attractive entry point for investors.
Featured Solutions Rethinking Retirement Spending Rules: A Market-Based Approach Starting portfolio yields may be a better guide to optimal spending than knowledge of future market returns.
Understanding Investing Meet myTDF - How the 5 Factors Affect Asset Allocation(video) By going beyond age and considering five demographic factors, myTDF aims to deliver a personalized default solution that’s as easy to use as traditional target date funds. Our latest video takes a closer look at the five factors myTDF uses and how they impact participant allocations.
PIMCO Education PIMCO’s Advisor Education Program(video) Our advisor education platform has the information, tools and support for financial professionals to build their knowledge base and grow their business. Visit pimco.com/advisoreducation to download the curriculum, earn CE, access resources, and more.
Viewpoints The Cost of Cash: Talking to Clients about their Cash Allocations(video) Investors often keep cash in their portfolios for liquidity needs and defensive reasons, and cash balances are currently at record high levels. Help investors overcome concerns about putting cash to work and how best to position cash allocations in this environment to maximize potential. Watch now to learn why the time is right to consider moving cash off the sidelines into fixed income. To learn more, contact your PIMCO Account Manager.
View From the Trade Floor From Cash to Cash Flow in Short-Term Bonds(video) Discover how active management in short-term bonds may help investors earn premium returns over cash for a modest increase in risk, while maintaining diversification and resilience in the face of economic downturns.
Viewpoints Debt Ceiling Debate: Examining Risks Around the X Date Debt ceiling concerns are rippling through financial markets. We discuss the potential risks and opportunities for investors.
