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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic and Market Commentary Economic Outlook Global Central Bank Focus Global Markets Monthly Market Update Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts A B C D F I M S T W Clear Berdibek Ahmedov Product Strategist Andrew Balls CIO Global Fixed Income Justin Blesy Asset Allocation Strategist Global Advisory Board Allison Boxer Economist Erin Browne Portfolio Manager, Asset Allocation Libby Cantrill U.S. Public Policy Kenneth Chambers Fixed Income Strategist Richard Clarida Global Economic Advisor Tony Crescenzi Portfolio Manager, Market Strategist Pramol Dhawan Portfolio Manager Joachim Fels Daniel J. Ivascyn Group Chief Investment Officer Nicola Mai Portfolio Manager, Sovereign Credit Analyst John Murray Portfolio Manager, Global Private Real Estate Marc P. Seidner CIO Non-traditional Strategies Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Multi Real Asset Kimberley Stafford Global Head of Product Strategy; Responsible for Sustainability Oversight Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA François Trausch CEO and CIO of PIMCO Prime Real Estate Tiffany Wilding Economist Ben Bernanke Chair, Global Advisory Board PIMCO Order By Alphabetical Most Recent
Cyclical outlook Diverging Markets, Diversified Portfolios Diverging Markets, Diversified Portfolios With the paths of major economies poised to diverge, we believe it is critical to actively seek out investment opportunities globally.
Economic and Market Commentary Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.
View from the Investment Committee What Higher-for-Longer Rates Mean for Investors(video) What Higher-for-Longer Rates Mean for Investors PIMCO Group CIO Dan Ivascyn discusses the key implications for bonds, stocks, and cash as central banks hold rates at elevated levels.
View from the Investment Committee Bonds Look Attractive Compared With Cash, Equities(video) Bonds Look Attractive Compared With Cash, Equities With equity valuations stretched and cash yields fleeting, bonds look attractive by many measures.
Economic and Market Commentary Capitalizing on Market Shifts in 2024(video) Capitalizing on Market Shifts in 2024 Watch Group CIO Dan Ivascyn discuss how investors can navigate 2024’s global market dynamics, emphasizing the importance of actively managed, high-quality bonds with appealing yields and valuations given today’s uncertain environment. Learn more about our 2024 Economic Outlook.
