Wednesday, February 24, 2021 - 03:00
A large fiscal package geared toward pandemic relief will likely boost U.S. growth even further in 2021, but long-term inflationary risks are still balanced.
Thursday, February 18, 2021 - 03:00
Bonds continue to offer numerous benefits and potential for appreciation.
Wednesday, February 17, 2021 - 03:00
Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
Wednesday, January 27, 2021 - 03:00
A clear communication strategy is crucial to managing market expectations around changes in Federal Reserve asset purchases and interest rate policy.
Wednesday, January 20, 2021 - 03:00
Despite seeing major market swings following the 2016 Brexit referendum, we don’t expect Britain’s departure from the European Union (EU) to have any major economic effects in our baseline outlook for 2021 and beyond. Far more important are COVID-19, fiscal policy, and bigger questions around future productivity growth.
Tuesday, January 19, 2021 - 03:00
A confluence of dynamics are set to accelerate global capital flows to emerging markets amid attractive valuations.
Tuesday, January 12, 2021 - 03:00
Global output and demand are likely to rebound strongly in 2021, but we see risks that call for careful portfolio positioning.
Friday, January 8, 2021 - 03:00
With a narrowly Democratic Congress, U.S. fiscal spending is likely to increase on economic relief from the pandemic, infrastructure, and healthcare, boosting the economic rebound.
Tuesday, January 5, 2021 - 03:00
In this abridged version of our latest Asset Allocation Outlook, we discuss the opportunities and risks of investing in an early cycle recovery.
Thursday, December 24, 2020 - 03:00
Is the 60/40 stock-bond portfolio dead? We don’t think so.
Thursday, December 17, 2020 - 21:55
The Federal Reserve signals that monetary policy accommodation will remain firmly in place.
Monday, December 14, 2020 - 03:00
Some of the world’s leading countries have recently announced major sustainability targets. These moves, aimed at making economic recovery faster and more sustainable, will create investment opportunities as well.
Thursday, December 10, 2020 - 03:00
As European inflation and growth remain subdued, the European Central Bank expanded its monetary support. The central bank, however, is now focusing more on the region’s financing, rather than financial, conditions.
Friday, December 4, 2020 - 12:50
Debt of many emerging market countries can offer robust yields and enhance portfolio diversification, provided the asset manager has the resources and sophistication to avoid potential pitfalls.
Friday, December 4, 2020 - 03:00
Group CIO Dan Ivascyn discusses the outlook for fixed income markets and why we think private credit is a powerful opportunity.
Tuesday, October 27, 2020 - 07:58
Our annual Investment Summit brought PIMCO’s people, process and perspective to clients to help them navigate the uncertain road ahead.
Wednesday, October 7, 2020 - 11:59
The COVID shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
Thursday, October 1, 2020 - 14:00
Policy will continue to be carefully calibrated as China walks a tightrope between supporting growth and maintaining financial stability.
Monday, September 28, 2020 - 03:00
A basket of emerging market bonds may offer the same appeal investors have long sought from U.S. Treasuries.
Wednesday, September 23, 2020 - 03:00
Launched in September 2020, the CFO Principles for Integrated SDG Investments and Finance are designed to help create a market for corporate SDG (Sustainable Development Goal) investments.
Tuesday, September 22, 2020 - 11:00
We believe the Fed’s mortgage purchase program is helping to bolster economic activity, and accomplishing more than Treasury purchases alone.
Tuesday, September 22, 2020 - 03:00
Strong money growth in Europe has raised concerns about inflation taking off. We have a different view.
Friday, September 18, 2020 - 03:00
The lack of market reaction suggests that many investors are not convinced that the Fed’s new guidance represents any material shift in policy.
Thursday, September 10, 2020 - 03:00
Resiliency and diversification potential remain critical in a world with meaningful uncertainty ahead.
Thursday, August 27, 2020 - 03:00
Fed officials seek higher inflation but need help from fiscal policymakers.

Disclosures

PIMCO provides services only to qualified institutions and investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized.

Past performance is not a guarantee or a reliable indicator of future results. A Word About Risk: All investments contain risk and can lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk. Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and their value may fluctuate in response to the market’s perception of issuer creditworthiness; while generally supported by some form of government or private guarantee there is no assurance that private guarantors will meet their obligations. Equities may decline in value due to both real and perceived general market, economic and industry conditions. High-yield , lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. Diversification does not ensure against loss.

PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660 | 800.387.4626 ©2021, PIMCO

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