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Investment Strategies

Bonds are back… we’ve been expecting you.

Consider elevated bond yields today. Explore our solutions.
PM Chartbook

Former Federal Reserve Vice Chair Richard Clarida shares three charts highlighting possible macro inflection points in the business cycle: from growth and inflation to debt and labor.

Economic and Market Commentary

The outlook for U.S. growth and inflation hinges on the ability of U.S. supply chains to pivot out of China fairly quickly, a process that won’t be seamless.

PIMCO Perspectives

Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.

Economic and Market Commentary

The president has signaled some flexibility on tariffs but remains committed to his broader trade policy agenda.

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 Residential Credit is an attractive investment within our asset-based finance (ABF) portfolios.

Economic and Market Commentary

Watch PIMCO’s Washington expert share her answers to the most common questions we’ve received from clients – including key developments in U.S. trade policy, and our base case for U.S. tariffs going forward.

Economic and Market Commentary

PIMCO Economist Tiffany Wilding shares her analysis of select countries’ fiscal and trade imbalances influencing recent U.S. tariff policy and their implications for inflation and recession risks.

Economic and Market Commentary

Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era.

Research

Asset-based finance offers a compelling opportunity to diversify portfolios and enhance risk-adjusted returns, but a robust framework for measuring associated risks and returns is essential.

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