Blog Low Interest Rates and the Outlook for Fixed Income Group CIO Dan Ivascyn discusses the return prospects for fixed income in a low-rate environment.
Group CIO Dan Ivascyn discusses the return prospects for fixed income in a low-rate environment. For more on how PIMCO is navigating the current market volatility, please watch the latest “View From the Investment Committee” video with Group CIO Dan Ivascyn. WATCH NOW Please see PIMCO’s “Investing in Uncertain Markets” page for our latest insights into market volatility and the implications for the economy and investors. READ HERE
Viewpoints The Great U.S. Inflation Head Fake In this Q&A, we assess investors’ inflation concerns and outline reasons that near-term price adjustments are unlikely to lead to longer-term inflation.
Viewpoints A Framework for Sizing Real Assets to Manage Inflation Risks Inflation is a hot topic among investors. We believe a framework for sizing real asset allocations can help mitigate the effects of inflation on a portfolio.
PIMCO’s Performance Indicators for Buy‑and‑Maintain Mandates Buy-and-maintain strategies require their own set of mandates, which can make portfolio manager evaluation a challenge.
Blog Bank of Canada: Walking a Tightrope Amid a brightening economic outlook, the Bank of Canada could begin tapering its bond purchase program this month, though we think it’s a close call and believe a cautious approach is warranted.
Blog Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
Cyclical outlook Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
Blog Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.
Blog The Fed: Avoiding a Depression The Fed’s aggressive support may help keep markets functioning, hasten recovery and avoid longer-term damage.
Blog Fed Takes Action to Bolster Treasury Market Functioning The Fed announced two actions Thursday in response to stress in the market for U.S. Treasuries.