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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
The Benefits of Staying Invested

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

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).
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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
The Benefits of a Diversified Bond Portfolio
Putting bonds to work

Putting bonds to work

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

Duration

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

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.

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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
Understanding Preferred Securities

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
The Benefits of Staying Invested

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
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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

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).
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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
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Sara Adjir
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Max Gelb
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Nick Granger
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Michael Haigh
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Mahmoud Hajo
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Erol Hakanoglu
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David Hammer
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Lloyd Han
Client Solutions and Analytics
Brendan Hanley
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Jeff Helsing
Dan Hwang
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Daniel J. Ivascyn
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Mark R. Kiesel
CIO Global Credit
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Kristofer Kraus
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Annisa Lee
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Nicola Mai
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Scott A. Mather
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Lalantika Medema
Alternative Credit Strategist
Mohit Mittal
CIO Core Strategies
James Moore
Alfred T. Murata
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Founder, Paul Murray Consulting
John Murray
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Vijendra Nambiar
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Rama S. Nambimadom
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Rick Pagnani
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Tapio Pekkala
Sonali Pier
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Gavin Power
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William Quinones
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Lupin Rahman
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German Ramirez
Client Solutions and Analytics
Neal Reiner
Product Strategist, Alternative Credit
Graham A. Rennison
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Juan Rojas
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Chris Santore
Quantitative Strategies
Steve Sapra
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Jerome M. Schneider
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Marc P. Seidner
CIO Non-traditional Strategies
Vinayak Seshasayee
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Emmanuel S. Sharef
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Greg E. Sharenow
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Masoud Sharif
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Wade Sias
Strategist
Kent Smith
Kimberley Stafford
Global Head of Product Strategy; Responsible for Sustainability Oversight
Jason R. Steiner
Portfolio Manager, Private Lending and Opportunistic Strategies
Christian Stracke
President, Global Head of Credit Research
Geraldine Sundstrom
Portfolio Manager, Asset Allocation, EMEA
Kate Tan
Aaditya Thakur
Portfolio Manager, Australia and Global
Ashish Tiwari
Product Strategy, Asia-Pacific and Hedge Funds
François Trausch
CEO and CIO of PIMCO Prime Real Estate
Jerry Tsai
Client Solutions and Analytics
Matt Tuten
Portfolio Manager
Konstantin Veit
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Stephania Vielma
Stefan von Martial
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Megan Walters
PIMCO Prime Real Estate
Jamie Weinstein
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Paul-James White
Portfolio Manager
Tiffany Wilding
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Andrew T. Wittkop
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Jerry Woytash
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Kirill Zavodov
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Angie Zheng
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Alex Zhou
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PIMCO
Seray Incoglu
Portfolio Manager, Commercial Real Estate
Avi Tillu
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Mike Cudzil
Portfolio Manager
Chris Brightman
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Ben Bernanke
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Stuart Graham
Head of PIMCO Canada
Vinicius Silva
Portfolio Manager, Emerging Markets
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PIMCO’s Capital Market Assumptions
PIMCO's April 2024 Cyclical Outlook
Opportune Time for High-Quality Global Bonds   Video
Today’s Historic Opportunity in Actively Managed Bonds (video)   Video
Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications

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