Blog Investing in Volatile Markets To take advantage of market volatility, investors need to be patient, defensive and flexible.
To take advantage of market volatility, investors need to be patient, defensive and flexible. Group CIO Dan Ivascyn explains. For an extended discussion of our views on investing in the current environment, please watch “Volatility Has a Silver Lining” with Group CIO Dan Ivascyn. WATCH
Blog Assessing Inflation’s Effects Across Emerging Markets The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.
Blog Power of Representation: the ‘Us’es’ To celebrate Pride Month, four PIMCO executives share their perspectives on inclusion and diversity in the workplace and the importance of visible representation.
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.
Blog Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
Viewpoints Active Versus Passive in Global Funds Active global bond funds distributed in Europe, Asia and Africa have outperformed their passive peers.
Blog After Historic Market Moves, Outlook for Bonds Improves This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains uncertain when market momentum might turn.
Blog Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand Following strong double-digit profit growth in FY2021, we expect Chinese banks will be less profitable this year as COVID-19 lockdowns continue to disrupt China’s economy.
Viewpoints Active Versus Passive in Global Funds Active global bond funds distributed in Europe, Asia and Africa have outperformed their passive peers.
Blog Semiconductors: A Less Cyclical Future The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
Asset Allocation Outlook Late‑Cycle Strategies We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.