Client Solutions and Analytics

Customized Solutions

Get analysis and consulting services tailored to your specific requests. Our team of experts provides unbiased, actionable insights across a range of topics and investment themes to help our partners achieve better portfolio outcomes.

Asset Allocation and Optimization

In-depth analysis to help professional investors improve diversification and build resilient portfolios.

Hedge Funds and Liquid Alternatives

Differentiated insights to address key diversification and portfolio design questions.

Asset and Liability Management

Expertise in liability and cash flow-driven investing.

Customized Product Offerings

Expert support in structuring bespoke solutions, from broad-based mandates to quantitative indices and more.

Investor Insights

Discover data-based insights on timely investment topics that matter to you.

The Power of Diversification in Private Credit

Learn why diversified private credit exposure is key to enhancing returns, reducing risk and positioning for the long term.

Quick Takes: With Bonds, Higher Rates Can Lead to Higher Returns

While markets are inherently unpredictable, there is little doubt that rates today are more attractive than they’ve been in a very long time – and increase the appeal of fixed income for longer term investors because they signal higher future returns.

PIMCO’s OPTI Tool: Explaining the ‘Three Ts’ of Private Assets

PIMCO can help find the right balance for you with the help of OPTI (Optimising Illiquidity): Our proprietary, cutting-edge tool that analyzes illiquidity risk across an investor’s entire portfolio.

Featured Research

Explore our catalogue of original, in-depth research at the intersection of financial mathematics, macroeconomics, and engineering.

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Research

The Alpha Equation: Myths and Realities

03.10.24

Discerning risk-adjusted returns and investment skill

Jamil Baz

Research

Inflation Through the Lens of History

02.11.22

Jamil Baz, Lorenzo Pagani, Greg Sharenow, Jerry Tsai

Research

Are 60/40 Portfolio Returns Predictable?

01.11.22

Jamil Baz, German Ramirez

Research

The Value of Smoothing

16.05.22

Jamil Baz, Josh Davis, Lloyd Han, Christian Stracke

Research

Bonds Are Different: Active Versus Passive Management in 12 Points

10.04.17

Jamil Baz, Helen Guo

Research

Stocks, Bonds and Causality

16.03.18

This paper was recently featured in The Journal of Portfolio Management

Jamil Baz, German Ramirez

Research

Does the Stock-Bond Correlation Really Matter?

15.11.18

Contrary to most investors’ intuition, this commonly cited measure actually may not explain much about the relative performance of stock and bonds.

Jamil Baz, German Ramirez

Research

Optimizing Yield Curve Positioning for Multi-Asset Portfolios

15.07.19

Josh Davis

Research

Inflation Through the Lens of History

02.11.22

Jamil Baz, Lorenzo Pagani, Greg Sharenow, Jerry Tsai

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Disclosures

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 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. ©2024, PIMCO.

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