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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 H I M S W Clear Berdibek Ahmedov Product Strategist Andrew Balls CIO Global Fixed Income Justin Blesy Asset Allocation Strategist Andrew Bosomworth Allison Boxer Economist Erin Browne Portfolio Manager, Asset Allocation Julie P. Callahan Libby Cantrill U.S. Public Policy Kenneth Chambers Fixed Income Strategist Richard Clarida Global Economic Advisor Pramol Dhawan Portfolio Manager Joachim Fels David Hammer Portfolio Manager Daniel J. Ivascyn Group Chief Investment Officer Scott A. Mather Marc P. Seidner CIO Non-traditional Strategies Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Multi Real Asset Greg E. Sharenow Portfolio Manager, Commodities and Real Assets Kimberley Stafford Global Head of Product Strategy; Responsible for Sustainability Oversight Tiffany Wilding Economist Order By Alphabetical Most Recent
Economic and Market Commentary The Cost of Cash: A $6 Trillion Question The Cost of Cash: A $6 Trillion Question In this PIMCO Perspectives, we examine how the return of elevated bond yields comes at an opportune time to consider shifting out of cash.
Economic and Market Commentary Get Ahead: Term Out Your Assets(video) Get Ahead: Term Out Your Assets As central banks eye cutting rates, investors seeking higher returns may consider extending maturities beyond traditional cash investments to lock in today’s high bond yields – and potentially benefit from price appreciation, too. Learn more in the latest cyclical outlook
Economic and Market Commentary Preparing for Diverging Economic Paths(video) Preparing for Diverging Economic Paths Marc Seidner, CIO Non-Traditional Strategies, shares his views on where investors can find relative value opportunities today amid fast-evolving markets. Learn more in the latest cyclical outlook
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.
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.