Investment Strategies

Diversifying Portfolio Risk: PIMCO Mortgage Opportunities Strategy

Learn why we think the securitized mortgage market has the potential to deliver diversification benefits and attractive risk-adjusted returns, and how the PIMCO Mortgage Opportunities Strategy can take advantage of opportunities across this 11 trillion dollar plus universe.

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Voice Over: Investors today are facing challenges: rising U.S. interest rates and high credit valuations.

In this environment, it will be key to find sources of return that may help diversify portfolio risks.

We believe the 11 trillion dollar plus securitized mortgage market can provide attractive diversification benefits when compared to core fixed income, corporate credit and equities.

And here’s why: We expect U.S. house prices to rise 3% a year, supported by increasing wages and job growth.

Mortgage credit fundamentals have recovered since the financial crisis.

Borrowers have de-levered and the net supply of bonds has decreased.

Housing may be isolated from the key risks hovering over financial markets, as mortgage performance is generally more closely tied to consumer credit and real estate fundamentals than corporate balance sheets.

This could all help diversify corporate credit risk and enhance return potential in the later stages of the cycle.

At PIMCO we cover the entire spectrum of mortgage-related assets, allowing our specialists to seek out the most attractive opportunities across this 11 trillion dollar plus universe.

Our Mortgage Opportunities strategy takes a flexible investment approach to navigate the evolving mortgage-backed securities market, while managing exposure to interest rate and credit risk. That means the strategy has the potential to deliver attractive, risk-adjusted returns across a variety of market conditions.

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