Wednesday, October 20, 2021 - 09:00
A radically different macro environment should yield good opportunities for investors able to navigate the difficult terrain.
Thursday, September 30, 2021 - 14:32
We do not expect widespread contagion across China’s real estate or banking sectors despite the challenging outlook.
Wednesday, September 22, 2021 - 00:00
Elevated risks to inflation expectations appear to have prompted Federal Reserve officials to revise their policy rate hike projections higher.
Monday, August 30, 2021 - 00:00
While Congress makes progress on infrastructure legislation, the specter of another debt-ceiling showdown gives investors cause for concern.
Friday, August 6, 2021 - 00:00
PIMCO’s base case forecast includes a modest rise in U.S. Treasury yields, amid likely volatility and risks to the outlook.
Thursday, August 5, 2021 - 00:00
We see benefits to creating a short-term facility, even if the benefits come later.
Wednesday, July 28, 2021 - 00:00
The Fed stopped short of providing “advance notice,” but a December tapering announcement remains likely.
Tuesday, July 13, 2021 - 00:00
The European Central Bank (ECB) unveiled a newly reformulated, more ambitious inflation target. Without new mechanisms to achieve it, however, we believe inflation will remain stubbornly stuck well below 2%.
Thursday, July 8, 2021 - 17:30
A bipartisan deal on infrastructure spending would likely be followed by a separate partisan deal funded by tax increases.
Thursday, July 8, 2021 - 00:00
The supply-demand imbalance should ease as spending on services outpaces demand for consumer goods in developed markets.
Wednesday, July 7, 2021 - 00:00
Investors should consider how well their portfolios are prepared for the net zero transition – because, in our view, it’s becoming a matter of when, not if.
Wednesday, June 30, 2021 - 00:00
Leveraged loan issuers have lagged other fixed income market issuers in moving to SOFR as a reference rate, posing potential risks to investors as the year-end deadline approaches.
Monday, June 28, 2021 - 00:00
To honor Pride Month, three PIMCO executives share their perspectives on authenticity in the workplace.
Thursday, June 24, 2021 - 18:03
A flood of market liquidity has pressured repurchase agreement rates, prompting some investors to pivot away from traditional forms of cash management.
Wednesday, June 23, 2021 - 00:00
Economic growth and inflation will likely peak in 2021 and then moderate in 2022 as fiscal and monetary policy support recede.
Wednesday, June 16, 2021 - 00:00
Buoyed by faster growth and higher inflation expectations, the Fed advances rate hikes to 2023 and broaches the topic of tapering.
Wednesday, June 9, 2021 - 00:00
We believe food banks are highly effective vehicles for fighting hunger. Supporting them will help create a better future for everyone.
Thursday, June 3, 2021 - 00:00
Expectations for COP26, the importance of issuer engagement, and growth in sustainability-linked bonds were among the many topics covered.
Tuesday, June 1, 2021 - 14:48
Amid a global pandemic, challenge and uncertainty can serve to strengthen the bonds among communities, and inspire us to take action for a sustainable future.
Friday, May 28, 2021 - 00:00
Natural herd immunity in predominantly young emerging markets populations looks set to offset slower vaccine rollouts, setting the stage for a resurgence in economic growth.
Tuesday, May 18, 2021 - 00:00
Pro-competition policies aim to foster healthy development in the tech industry.
Tuesday, May 18, 2021 - 00:00
Market participants have been hesitant to accept SOFR as the successor to Libor, but uniting around a single reference rate is increasingly important to keep benchmark markets from becoming fragmented.
Monday, May 17, 2021 - 00:00
With inflation beginning its much-anticipated rise, forecasters and policy makers have been quick to repeat expectations for a leveling off later this year. It’s worth considering whether longer-term risks could be tilted higher and how portfolios can prepare for different outcomes.
Wednesday, May 12, 2021 - 21:09
We believe the U.S. is undergoing a large price-level adjustment, not shifting to a persistently higher inflation regime.
Friday, May 7, 2021 - 00:00
Group CIO Dan Ivascyn discusses PIMCO’s base case forecast that inflation will remain contained despite near-term risks to the upside, and also highlights the relatively low cost of hedging those risks.