Economic and Market Commentary Fixed Income Returns in 2023 Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling. Learn how we leverage our Concentric Circle framework to identify the best opportunities for investors across a wide range of scenarios.
Economic and Market Commentary Fixed Income Returns in 2023 Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling. Learn how we leverage our Concentric Circle framework to identify the best opportunities for investors across a wide range of scenarios.
Economic and Market Commentary Three Economic Themes for 2023 After a year that saw one of the fastest rises in inflation in decades, hear our expectations for inflation, rates, and recession risk across developed markets in 2023.
Economic and Market Commentary Three Economic Themes for 2023 After a year that saw one of the fastest rises in inflation in decades, hear our expectations for inflation, rates, and recession risk across developed markets in 2023.
Cyclical outlook Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold. Read More
Cyclical outlook Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold. Read More
Economic and Market Commentary Preparing Portfolios for 2023: Consider the Strong Case for Bonds At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities investors may do well to consider in 2023. Learn more from Group CIO Dan Ivascyn.
Economic and Market Commentary Preparing Portfolios for 2023: Consider the Strong Case for Bonds At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities investors may do well to consider in 2023. Learn more from Group CIO Dan Ivascyn.
Blog Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession. Read More
Blog Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession. Read More
Economic and Market Commentary Global Investing Strategy: Favoring High Quality Bonds, Real Assets As investors grapple with policy tightening, inflation, and recession concerns, they may do well to consider a global multi-asset investing approach – one that favors high quality bonds and real assets heading into 2023.
Economic and Market Commentary Global Investing Strategy: Favoring High Quality Bonds, Real Assets As investors grapple with policy tightening, inflation, and recession concerns, they may do well to consider a global multi-asset investing approach – one that favors high quality bonds and real assets heading into 2023.
Blog ECB Hikes, and Indicates Higher Rates Coming The European Central Bank is likely to continue hiking rates next year, but the end point remains uncertain. Read More
Blog ECB Hikes, and Indicates Higher Rates Coming The European Central Bank is likely to continue hiking rates next year, but the end point remains uncertain. Read More
Strategy Spotlight Income Strategy Update: Balancing Opportunity With Resiliency We believe fixed income markets now offer better value for active managers than they have in years. Read More
Strategy Spotlight Income Strategy Update: Balancing Opportunity With Resiliency We believe fixed income markets now offer better value for active managers than they have in years. Read More
Cyclical outlook Prevailing Under Pressure With yields now higher, we believe bonds offer compelling value in this challenging macro environment. Read More
Cyclical outlook Prevailing Under Pressure With yields now higher, we believe bonds offer compelling value in this challenging macro environment. Read More
Economic and Market Commentary Inflation, Recession and the Road Ahead PIMCO Economist Tiffany Wilding shares her economic outlook for the next 12 months, and some potential positive outcomes of today’s challenges over the long-term.
Economic and Market Commentary Inflation, Recession and the Road Ahead PIMCO Economist Tiffany Wilding shares her economic outlook for the next 12 months, and some potential positive outcomes of today’s challenges over the long-term.
Viewpoints EM Outlook: Is The Time Right For Investors? 2022’s emerging markets debt outflows, the worst ever, have pushed valuations to historically inexpensive levels. What does this mean for investors going forward?
Viewpoints EM Outlook: Is The Time Right For Investors? 2022’s emerging markets debt outflows, the worst ever, have pushed valuations to historically inexpensive levels. What does this mean for investors going forward?
Secular Outlook Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years. Read More
Secular Outlook Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years. Read More
View from the Investment Committee Seizing Opportunities as Valuations Improve Market volatility has lifted bond yields, which can create better long-term investment opportunities and generate higher income. Group CIO Dan Ivascyn discusses how investors can add exposure to areas that have become more attractive.
View from the Investment Committee Seizing Opportunities as Valuations Improve Market volatility has lifted bond yields, which can create better long-term investment opportunities and generate higher income. Group CIO Dan Ivascyn discusses how investors can add exposure to areas that have become more attractive.
Economic and Market Commentary Resilience Required: A Guide for Investors With companies, governments and investors reaching for resilience, Group CIO Dan Ivascyn discusses the importance of active management, the impact of inflation, and opportunities within public and private credit, real estate, and housing.
Economic and Market Commentary Resilience Required: A Guide for Investors With companies, governments and investors reaching for resilience, Group CIO Dan Ivascyn discusses the importance of active management, the impact of inflation, and opportunities within public and private credit, real estate, and housing.
Viewpoints Hotel Market in a Post‑COVID World Hotels have recovered from the depths of the pandemic, but markets continue to evolve and the recovery has been uneven. Read More
Viewpoints Hotel Market in a Post‑COVID World Hotels have recovered from the depths of the pandemic, but markets continue to evolve and the recovery has been uneven. Read More
Economic and Market Commentary PIMCO’s Outlook for Bonds Dan Ivascyn, Group CIO, discusses rising rates and volatility, where we’re seeing longer-term value, and the potential benefits of higher yields for active fixed income managers.
Economic and Market Commentary PIMCO’s Outlook for Bonds Dan Ivascyn, Group CIO, discusses rising rates and volatility, where we’re seeing longer-term value, and the potential benefits of higher yields for active fixed income managers.
Understanding Investing Reading the Road Ahead: Behind the Scenes at PIMCO’s Economic Forums Before Economic Forums were mainstream on Wall Street, our investment professionals were gathering to identify economic and market trends for our clients. Decades later, the cornerstone of our process is stronger and more important than ever.
Understanding Investing Reading the Road Ahead: Behind the Scenes at PIMCO’s Economic Forums Before Economic Forums were mainstream on Wall Street, our investment professionals were gathering to identify economic and market trends for our clients. Decades later, the cornerstone of our process is stronger and more important than ever.
Strategy Spotlight Income Strategy Update: Investing in Volatile Times As tragedy unfolds in Ukraine and the world unplugs Russia from the financial system, market volatility has surged. Here are takeaways for investors. Read More
Strategy Spotlight Income Strategy Update: Investing in Volatile Times As tragedy unfolds in Ukraine and the world unplugs Russia from the financial system, market volatility has surged. Here are takeaways for investors. Read More
Asset Allocation Outlook Opportunity Amid Transformation Investment opportunities, and risks, are evolving as the global economy enters an age of transformation. Read More
Asset Allocation Outlook Opportunity Amid Transformation Investment opportunities, and risks, are evolving as the global economy enters an age of transformation. Read More
In Depth PIMCO ESG Investing Report – Bonds for Change We believe bond markets are the foundation of a sustainable recovery. Read More
In Depth PIMCO ESG Investing Report – Bonds for Change We believe bond markets are the foundation of a sustainable recovery. Read More
Why PIMCO Learn More About PIMCO You Face Challenges. We See Possibilities. For 50+ years, PIMCO has worked relentlessly to help millions of investors around the world pursue their financial goals while navigating market change. Active Management We believe that active management is the responsible way to invest our clients' assets. Tested Process Our clients rely on an investment process that has been tested in virtually every market environment. Culture of Innovation We innovate to give our clients an edge. Resources Put the power of PIMCO to work for you. For 50+ years, we've partnered with clients seeking the best investment solutions. Our array of tools and resources are designed to help you invest with insight and conviction. Go to Resources ic_groups Behavioral Science We’ve long believed that behavioral science can make us better investors and help our clients make better investment decisions. Go to Behavioral Science ic_school Education Get to know the essentials for making intelligent investment decisions with our education series. Go to Education ic_video_library Video Library Stay current and get to know PIMCO’s investment professionals and their latest views with our expansive library of videos. Go to Video Library ic_file_copy MIFID II A range of reports, documents and templates for MIFID II compliance. Go to MIFID II
You Face Challenges. We See Possibilities. For 50+ years, PIMCO has worked relentlessly to help millions of investors around the world pursue their financial goals while navigating market change. Active Management We believe that active management is the responsible way to invest our clients' assets. Tested Process Our clients rely on an investment process that has been tested in virtually every market environment. Culture of Innovation We innovate to give our clients an edge.
Put the power of PIMCO to work for you. For 50+ years, we've partnered with clients seeking the best investment solutions. Our array of tools and resources are designed to help you invest with insight and conviction. Go to Resources
Strategy Spotlight Income Strategy Update: A New Bond Cycle Is Dawning We believe fixed income markets offer higher yields and better valuations than in years, and we’ve positioned the Income portfolio to further benefit amid potential for volatility and a weakening economy.
Viewpoints The U.S. Debt Ceiling Debate: Expecting Resolution, Appreciating the Stakes We believe Congress will reach an agreement before the debt limit is reached, but markets could face turbulence later this year.
Economic and Market Commentary Fixed Income Returns in 2023(video) Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling. Learn how we leverage our Concentric Circle framework to identify the best opportunities for investors across a wide range of scenarios. Discover the three economic themes for 2023
Economic and Market Commentary Three Economic Themes for 2023(video) After a year that saw one of the fastest rises in inflation in decades, hear our expectations for inflation, rates, and recession risk across developed markets in 2023. Find out what this means for investors
Blog Dollar Strength: Sum of All Fears The dollar is set to weaken as fears over last year’s shocks abate.
