Tax-Efficient Investing
Why PIMCO for Tax-Exempt Investing?
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Robust and Experienced Municipal Team
Disciplined and Integrated Process
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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.
How to unlock value in a complex real estate market landscape
The incoming administration’s tax policy is likely to be front and center in Washington next year, with the potential extension of individual tax cuts and changes to SALT deductions possibly reshaping fiscal strategies. Head of U.S. Public Policy Libby Cantrill discusses what this could mean for taxpayers and businesses alike.
The Fixed Income Outlook is Compelling
Investors reviewing their portfolio allocations as we close out 2024 should note fixed income is poised to play a significant role in 2025.
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.
A Reverse Minsky Journey
Comments Before the 17th Annual Hyman Minsky Conference
on the State of the U.S. and World Economies
April 17, 2008
Road Testing Your Client’s Portfolio
How Can PIMCO Help You?
PIMCO does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax or legal questions and concerns.
All investments contain risk and may lose value. Investing in municipal bonds involves the risks of investing in debt securities generally and certain other risks. Investors will, at times, incur a tax liability. Income from municipal bonds may be subject to state and local taxes and at times the alternative minimum tax.
There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market.
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. 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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