Blog What Is the U.S. Yield Curve Signaling About the Economic Outlook? Group CIO Dan Ivascyn says that while there’s considerable uncertainty going forward, it’s premature to suggest a recession is imminent.
Group CIO Dan Ivascyn says that while there’s considerable uncertainty going forward, it’s premature to suggest a recession is imminent simply because we’ve seen some inversion in a portion of the U.S. yield curve.
Viewpoints Commodities’ Summer of Discontent: Limited Supply Flexibility Poses Material Risks Supply-side constraints on commodities pose risk to the global economy and elevate right tail risks to inflation.
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.
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.
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.
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 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 Fed Battles Inflation Despite the Costs The Federal Reserve ratchets up the pace of monetary tightening, raising questions about the U.S. growth outlook.
Blog Fed Outlook: Expeditious but Nimble Federal Reserve hikes policy rate 50 basis points, while remaining flexible in fighting inflation.