The Author

Daniel J. Ivascyn

Group Chief Investment Officer

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Latest Insights

Blog

European Outlook: Less Downside Now, But Caution Still Warranted

Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.

Blog

Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds

High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023.

Cyclical outlook

Strained Markets, Strong Bonds

Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold.

Viewpoints

Staying in Place – The Post‑Pandemic Housing Market

We expect further weakening in U.S. home prices, although not a sharp decline, as higher mortgage rates pressure affordability and induce many homeowners not to move.

Viewpoints

Commercial Real Estate: Finding Value in Distressed Assets

Traditional channels of liquidity for commercial real estate have collapsed, providing attractive opportunities for distressed investors.

Blog

ECB Hikes, and Indicates Higher Rates Coming

The European Central Bank is likely to continue hiking rates next year, but the end point remains uncertain.

Viewpoints

Don’t Fight the Fed, But Don’t Lose the Thread

The U.S. Federal Reserve is likely to pause rate hikes in 2023. At least three factors will drive the decision on when and at what rate to pause.

Blog

Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook

How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession.

Blog

After Historic Market Moves, Outlook for Bonds Improves

This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains uncertain when market momentum might turn.

Blog

Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds

High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023.

Disclosures

London
PIMCO Europe Ltd
11 Baker Street
London W1U 3AH, England
+44 (0) 20 3640 1000

Dublin
PIMCO Europe GmbH Irish Branch,
PIMCO Global Advisors (Ireland)
Limited
3rd Floor, Harcourt Building 57B Harcourt Street
Dublin D02 F721, Ireland
+353 (0) 1592 2000

Munich
PIMCO Europe GmbH
Seidlstraße 24-24a
80335 Munich, Germany
+49 (0) 89 26209 6000

Milan
PIMCO Europe GmbH - Italy
Corso Matteotti 8
20121 Milan, Italy
+39 02 9475 5400

Zurich
PIMCO (Schweiz) GmbH
Brandschenkestrasse 41
8002 Zurich, Switzerland
Tel: + 41 44 512 49 10

Madrid
PIMCO Europe GmbH - Spain
Paseo de la Castellana, 43
28046 Madrid, Spain
Tel: +34 810 809 912

Paris
PIMCO Europe GmbH - France
50–52 Boulevard Haussmann,
75009 Paris

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Low Interest Rates and the Outlook for Fixed Income

The Author

Daniel J. Ivascyn

Latest Insights

European Outlook: Less Downside Now, But Caution Still Warranted

Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds

Strained Markets, Strong Bonds

Staying in Place – The Post‑Pandemic Housing Market

Commercial Real Estate: Finding Value in Distressed Assets

ECB Hikes, and Indicates Higher Rates Coming

Don’t Fight the Fed, But Don’t Lose the Thread

Related

Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook

After Historic Market Moves, Outlook for Bonds Improves

Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds

Disclosures

Blog: The Fed: Avoiding a Depression