PIMCO

Sign in to your account

Don't have an account? Register here

Risks and Opportunities: Moving from Cash to Bonds

March 18, 2024 | 8m 11s

Tune in for ideas on how advisors can address client concerns about moving money out of cash to invest it more productively into bonds – which have historically experienced less risk than stocks.

To learn more, visit

CMR2024-0313-3441989

True

False

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 low interest rate environments increase this risk. 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 does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax or legal questions and concerns. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.

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 LLC in the United States and throughout the world. Pacific Investment Management Company LLC, 650 Newport Center Drive, Newport Beach, CA 92660 | 800.387.4626 ©2024, PIMCO

AllianceBernstein

Allspring Global Investments

Allworth Partners

Baillie Gifford

ClearBridge Investments

CME Group

Columbia Threadneedle Investments

Discovery Data

Envestnet

Guggenheim Investments

Macquarie Asset Management

MassMutual

MFS Investment Management

MSCI

Natixis Investment Managers

PIMCO

S&P Dow Jones Indices

Schwab Asset Management

Schwab Charitable

Sprott Asset Management

T. Rowe Price

TCW

Thrivent Asset Management

Transamerica

Weitz Investment Management

AI Hub

Alternatives Insights

Boutiques Connect

Broker-Dealer

Digital Assets

ETF

FinTech

Institutional

Markets

Municipal Bonds

Retirement Income

RIA TV

Sustainable Investing Hub

Women In Investing

Top Picks: This is the Engine for the U.S. Economy

March's Most Watched Videos

Top Picks

Sign in to your account

To earn accreditation and a CE Credit for this video you must complete the accompanying quiz.

Risks and Opportunities: Moving from Cash to Bonds

Featured Companies

Topics

People

Recommended Content