When Markets Diverge, Opportunities Emerge
Why PIMCO
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Take a deep dive into how we’re positioning across global asset classes, the allocations we’re overweighting and underweighting, and why we’re focusing on quality.
Capitalizing on Diverging Global Economies
Learn how we are navigating differences in monetary policies and economic outlooks in order to optimize portfolio performance.
April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation.
With the potential for higher-for-longer yields across countries, we see the global fixed income opportunity set as the most attractive in years.
Navigating the Challenges: EU Securitisation Regulation and Its Effects on Investors and Markets
Regulation has transformed the EU securitisation market, but there are further improvements that can be made.
When Markets Diverge, Opportunities Emerge
In this Asset Allocation Outlook, we discuss how shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.
The Cost of Cash: A $6 Trillion Question
In this PIMCO Perspectives, we examine how the return of elevated bond yields comes at an opportune time to consider shifting out of cash.
The Fed: Stuck On Hold for Now
Despite the reacceleration of inflation and enduring labor market strength, the Fed remains focused on downside risks.
Why Yield Matters
Attractive starting yields underpin our constructive outlook for fixed income.