Investment Education Resources

Section:

Tag:

Date:

Expert:

Ticker:

Reset All

Allocating across a broad range of global sectors and asset classes can help enhance return potential and moderate overall portfolio volatility. Learn about our risk-factor-based approach to asset allocation and the factors that investors should consider when deciding where to invest.

The Benefits of a Diversified Bond Portfolio

See how the year-to-year movement of the bond markets demonstrate the importance of maintaining a diversified portfolio.

The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

Risk factor diversification

Traditional portfolio construction approaches, which focus on asset class diversification, may fall short of investors’ goals. A more efficient diversification strategy may be to allocate across the underlying “risk factors.”

The chart depicts examples of how hedging effectiveness varies depending on market scenario. It outlines most effective and least effective environment for correlation-based hedges (long Treasuries, trend following, alternative risk premia) and direct hedges (tail risk).

Hedging for Different Market Scenarios

A look at specific strategies, and their trade-offs, for diversifying equity risk.

Section:

Tag:

Date:

Expert:

Ticker:

Reset All

Bonds offer the potential for regular income, preservation of capital and portfolio diversification, and can also serve as a hedge against riskier asset classes, particularly in times of economic uncertainty. Learn about the benefits of a diversified global bond portfolio and the broad array of sectors from which investors can choose.

Sustainable Investing: Understanding ESG in Bonds

As investors, we believe ESG fixed income – or bonds – could soon rise to a place of leadership in sustainable investing.

The Benefits of a Diversified Bond Portfolio

See how the year-to-year movement of the bond markets demonstrate the importance of maintaining a diversified portfolio.

Putting bonds to work

An overview of the potential benefits of bonds, including income, diversification, price appreciation and steadier returns.

Duration

Most bond investors know that interest rate changes can affect the value of their fixed income holdings. How a bond or bond portfolio’s value is likely to be impacted by rising or falling rates is best measured by duration.

Corporate Bonds

After government bonds, the corporate bond market is the largest section of the global bond universe. With a vast array of maturities, yields and credit quality available, investing in corporate bonds has the potential to provide higher yields than government bonds and diversification benefits for investors.

Load 5 more results

Section:

Tag:

Date:

Expert:

Ticker:

Reset All

Complementary asset classes and investment strategies can potentially provide an overall risk and reward balance in a portfolio over the long term. Explore these select topics to learn more about the ever-expanding range of investment choices available today.

Sustainable Investing: Understanding ESG in Bonds

As investors, we believe ESG fixed income – or bonds – could soon rise to a place of leadership in sustainable investing.

Understanding Preferred Securities

Traditional preferred securities (“preferreds”) are fixed-income investments with equity-like features mainly issued by large banks and insurance companies.

Understanding Alternatives’ Speak

A glossary of terms to help guide investors through the key terms used in the private alternatives space.

The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

Measuring closed-end fund performance: Net Asset Value (NAV) versus Market Price

Learn how the more complex structure of closed-end funds can provide access to potentially higher-yielding segments of the market than more conventional open-end funds.

Section:

Tag:

Date:

Expert:

Ticker:

Reset All

Understanding the impact that volatility and severe market shocks can have on long-term returns, and planning accordingly, should be an important consideration in investment decision-making. Learn how investors can proactively guard their portfolios against these risks and their potentially disastrous outcomes.

Risk factor diversification

Hedging for Different Market Scenarios

A look at specific strategies, and their trade-offs, for diversifying equity risk.

Section:

Tag:

Date:

Expert:

Ticker:

Reset All

Over time, inflation erodes investment returns and reduces the purchasing power of savings, posing a significant threat to long-term financial goals. Inflation can also spike unexpectedly, defying the predictions of even the most seasoned professionals. Learn about the historical impact of inflation and ways investors can hedge their portfolios against this threat.

Inflation in a Historical Context

Learn how inflation spikes over the last century have demonstrated a need for inflation-hedged portfolios.

Section

Economic and Market Commentary
Investment Strategies
Viewpoints

Experts

Clear

Markus Aakko

Tina Adatia

Global and Core Fixed Income Product Strategist

Sara Adjir

Portfolio Manager

Berdibek Ahmedov

Product Strategist, Equities and Multi-Asset

Joshua Anderson

Portfolio Manager, Income and Asset-Backed Securities

Del Anderson

Credit Analyst

Kodjo Apedjinou

Quantitative Research Analyst

Yacov Arnopolin

Portfolio Manager, Emerging Markets

Robert Arnott

Founder and Chairman, Research Affiliates

Andrew Balls

CIO Global Fixed Income

Sharad Bansal

Portfolio Manager, Structured Products

Jamil Baz

Head of Client Solutions and Analytics

Peder Beck-Friis

Economist

Arnaud Benahmed

Portfolio Manager

Andreas Berndt

Portfolio Manager, Euro Investment Grade Credit

Michael Biemann

Fixed Income Strategist

Justin Blesy

Asset Allocation Strategist

Meredith Block

ESG Research Analyst

Global Advisory Board

Philippe Bodereau

Portfolio Manager, Head, Credit Research Europe

Andrew Bosomworth

Allison Boxer

Economist

David L. Braun

Portfolio Manager

Jelle Brons

Portfolio Manager, Global Investment Grade Credit

Nathaniel Brown

Director of the PIMCO Foundation

Erin Browne

Portfolio Manager, Multi-Asset Strategies

Lorenzo Brunelli

Fixed Income Strategist

Esteban Burbano

Fixed Income Strategist

Grover Burthey

Portfolio Manager, ESG

Julie P. Callahan

Libby Cantrill

U.S. Public Policy

Yishan Cao

Credit Research Analyst

John R. Cavalieri

Kenneth Chambers

Fixed Income Strategist

Rick Chan

Portfolio Manager, Global Macro Hedge Fund Strategies

Michael Chandra

Head of U.S. Public Client Practice

Stephen Chang

Portfolio Manager, Asia

Devin Chen

Portfolio Manager, Commercial Real Estate

Gang Chen

Nathan Chiaverini

Barbara Clancy

Head of PIMCO Latin America and the Caribbean

Richard Clarida

Global Economic Advisor

Mathieu Clavel

Portfolio Manager, Alternative Credit

Tom Collier

Alternatives Strategist

Giovanni Companioni

Michael Connor

Derivatives Strategist, Quantitative Strategies

Tony Crescenzi

Portfolio Manager, Market Strategist

Josh Davis

Global Head of Risk Management

Harin de Silva

Portfolio Manager, Special Situations

Mukundan Devarajan

Quantitative Research Analyst

John M. Devir

Portfolio Manager

Andrew DeWitt

Portfolio Manager, Commodities

Pramol Dhawan

Portfolio Manager

Fabian Dienemann

Quantitative Research Analyst

Anderson Dong

Credit Research Analyst

Matt Dorsten

Portfolio Manager, Quantitative Strategy

Anna Dragesic

Head of Global Credit Product Strategies

Marissa Dyrdahl

Product Strategist

Ronald Espinosa

Simon Fan

Joachim Fels

David Fisher

Co-Head of Strategic Accounts, U.S. Global Wealth Management

John Henning Fock

David Forgash

Portfolio Manager

Cristian Fuenzalida

Subhash Ganga

Portfolio Manager, Asia Emerging Markets

Courtney Garcia

Max Gelb

Product Strategist

Normane Gillmann

Quantitative Research Analyst

Jennifer Gongola

Behavioral Science Research Analyst

Nick Granger

Portfolio Manager, Quantitative Analytics

Adam Gubner

Portfolio Manager, Distressed Debt

Helen Guo

Co-Head of Client Solutions and Analytics, Americas and Asia-Pacific

Munish Gupta

Portfolio Manager

Brad Guynn

Product Strategist

Davide Gysi

Global Wealth Management

Lewis Hagedorn

Portfolio Manager, Commodities

Michael Haigh

Commodities and Real Assets Economist

Mahmoud Hajo

Co-Head of Client Solutions and Analytics – Americas and Asia-Pacific

Erol Hakanoglu

Senior Advisor, Client Solutions and Analytics

Gregory Hall

Head of U.S. Global Wealth Management

David Hammer

Portfolio Manager

Lloyd Han

Client Solutions and Analytics

Brendan Hanley

Credit Analyst

Gordon Harding

Fixed Income Strategist

Jeff Helsing

Ray Huang

Portfolio Manager, Real Estate

Dan Hwang

Credit Analyst

Daniel H. Hyman

Portfolio Manager

Daniel J. Ivascyn

Group Chief Investment Officer

Mark R. Kiesel

CIO Global Credit

Erica Kinsella

Product Strategist, ESG Strategies

Sean Klein

Head of Client Business Strategy – Client Solutions and Analytics

Brian Koscielak

Fixed Income Strategist

Bryan Lazarus

Strategist

Annisa Lee

Head of Credit Research, Asia Pacific

Kaboo Leung

Carol Liao

China Economist

Lillian Lin

Portfolio Manager, Investment Grade Credit

Matthew Livas

Christine Long

Head of Retirement Marketing

Matthieu Loriferne

Portfolio Manager, Capital Securities and Financials

Danielle Luk

Raji O. Manasseh

Equity Strategist

Jason Mandinach

Head of Alternative Credit and Private Strategies

Rene Martel

Head of Retirement

Samuel Mary

ESG Research Analyst

Scott A. Mather

Akimi Matsuda

Credit Analyst

Kyle McCarthy

Alternative Credit Strategist

Mohit Mittal

Portfolio Manager, Multi-Sector

Oliver Mohr

James Moore

Alfred T. Murata

Portfolio Manager, Mortgage Credit

John Murray

Portfolio Manager, Global Private Real Estate

Paul Murray

Founder, Paul Murray Consulting

Vijendra Nambiar

Product Strategist, Pension and Investment Solutions

Rama S. Nambimadom

Melissa Navas

Abhijeet Neogy

Portfolio Manager

Andrew Nowobilski

Quantitative Research Analyst

Lorenzo Pagani

Portfolio Manager

Rick Pagnani

Head of Insurance-Linked Securities

Niels K. Pedersen

Quantitative Research Analyst, Asset Allocation Research

Tapio Pekkala

Sonali Pier

Portfolio Manager, Multi-Sector Credit

Caleb Pitters

Head of U.S. Nonprofit and Private Family Capital Practice

Gavin Power

Chief of Sustainable Development and International Affairs

William Quinones

Product Strategist

Lupin Rahman

Portfolio Manager

German Ramirez

Client Solutions and Analytics

Neal Reiner

Alternative Credit Strategist

Graham A. Rennison

Quantitative Portfolio Manager

Colin Riendeau

Head of Corporate Development

Libby Rodney

Steve A. Rodosky

Portfolio Manager

Juan Rojas

ESG Research Analyst

Emmanuel Roman

Chief Executive Officer

Chris Santore

Quantitative Strategies

Steve Sapra

Senior Advisor

Jerome M. Schneider

Portfolio Manager

Marc P. Seidner

CIO Non-traditional Strategies

Vinayak Seshasayee

Portfolio Manager

Emmanuel S. Sharef

Portfolio Manager, Asset Allocation and Multi Real Asset

Greg E. Sharenow

Portfolio Manager, Commodities and Real Assets

Masoud Sharif

Quantitative Research Analyst

Avi Sharon

Product Strategist

Wade Sias

Strategist

Kent Smith

Candice Stack

Head of Client Management, Americas

Kimberley Stafford

Global Head of Product Strategy; Responsible for Sustainability Oversight

Cathy Stahl

Global Head of Marketing

Joe Steidl

Research Affiliates Global Advisors (Europe) Limited

Jason R. Steiner

Portfolio Manager, Opportunistic and Alternative Strategies

Christian Stracke

President, Global Head of Credit Research

Geraldine Sundstrom

Portfolio Manager, Asset Allocation, EMEA

Kate Tan

Alan M. Taylor

Senior Advisor

Aaditya Thakur

Portfolio Manager, Australia and Global

Richard Thaler

Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business

Ashish Tiwari

Product Strategy, Asia-Pacific and Hedge Funds

Jessica K. Tom

Senior Credit Analyst

François Trausch

CEO and CIO of PIMCO Prime Real Estate

Jerry Tsai

Client Solutions and Analytics

Bryan Tsu

Portfolio Manager

Matt Tuten

Portfolio Manager

Konstantin Veit

Portfolio Manager, European Rates

Stephania Vielma

Stefan von Martial

ESG Product Strategist

Megan Walters

PIMCO Prime Real Estate

Qi Wang

CIO Portfolio Implementation

Charles Watford

Portfolio Manager

Jamie Weinstein

Portfolio Manager, Corporate Special Situations

Bransby Whitton

Product Strategist

Tiffany Wilding

Economist

Andrew T. Wittkop

Portfolio Manager, Treasuries, Agencies, Rates

Jerry Woytash

Portfolio Manager, Short-Term Desk

Jing Yang

Portfolio Manager

Kirill Zavodov

Portfolio Manager

Angie Zheng

Quantitative Research Analyst

Alex Zhou

Credit Research Analyst

Jennifer Ziehe

Strategist, Real Return

PIMCO

Avi Tillu

Portfolio Manager, Hedge Fund Strategies

Mike Cudzil

Portfolio Manager

Chris Brightman

Chief Executive Officer and Chief Investment Officer, Research Affiliates

Ben Bernanke

Chair, Global Advisory Board

Marcio Bogoricin

Head of Hong Kong and Singapore Global Wealth Management

Stuart Graham

Head of PIMCO Canada

Vinicius Silva

Portfolio Manager, Emerging Markets

Seray Incoglu

Portfolio Manager, Commercial Real Estate

Order By

Alphabetical
Most Recent

Section:

Tag:

Date:

Expert:

Ticker:

Reset All

Economic Outlook

Shifting Macro Trends in the Aftershock Economy

PIMCO’s Global Advisory Board discusses economic and geopolitical factors shaping the long-term global outlook.

View from the Investment Committee

25 Years and Counting: Group CIO Dan Ivascyn Reflects(video)

Group CIO Dan Ivascyn reflects on his recent career milestone celebrating 25 years at PIMCO – a period of great change and growth in the markets.

Viewpoints

Local Government Financing Vehicles: A Growing Risk for China’s Economy?

We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.

In Depth

PIMCO’s Capital Market Assumptions, August 2023

View From the Trade Floor

Four Reasons for the Recent Rise in Global Bond Yields(video)

Despite inflation trending lower, bond yields have risen higher. Mike Cudzil, portfolio manager, explains the reasons behind the surge and why we think fixed income is particularly attractive right now.

Load 5 more results

My Content

You are sharing {{shareFilterList.length}} items:

You are sharing {{shareFilterList.length}} items:

Investment Education

Investment Education Resources

The Benefits of a Diversified Bond Portfolio

The Benefits of Staying Invested

Risk factor diversification

Hedging for Different Market Scenarios

Sustainable Investing: Understanding ESG in Bonds

The Benefits of a Diversified Bond Portfolio

Putting bonds to work

Duration

Corporate Bonds

Sustainable Investing: Understanding ESG in Bonds

Understanding Preferred Securities

Understanding Alternatives’ Speak

The Benefits of Staying Invested

Measuring closed-end fund performance: Net Asset Value (NAV) versus Market Price

Risk factor diversification

Hedging for Different Market Scenarios

Inflation in a Historical Context

Shifting Macro Trends in the Aftershock Economy

25 Years and Counting: Group CIO Dan Ivascyn Reflects(video)

Local Government Financing Vehicles: A Growing Risk for China’s Economy?

PIMCO’s Capital Market Assumptions, August 2023

Four Reasons for the Recent Rise in Global Bond Yields(video)

Subscribe