Blog Low Interest Rates and the Outlook for Fixed Income Group CIO Dan Ivascyn discusses the return prospects for fixed income in a low-rate environment.
Group CIO Dan Ivascyn discusses the return prospects for fixed income in a low-rate environment. For more on how PIMCO is navigating the current market volatility, please watch the latest “View From the Investment Committee” video with Group CIO Dan Ivascyn. WATCH NOW Please see PIMCO’s “Investing in Uncertain Markets” page for our latest insights into market volatility and the implications for the economy and investors. READ HERE
Cyclical outlook Bounded Optimism on the Global Economy Vaccinations and fiscal support should lift the global economy in 2021, but several risks call for careful portfolio positioning.
Blog Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy Global output and demand are likely to rebound strongly in 2021, but we see risks that call for careful portfolio positioning.
Blog A Narrowly Democratic Congress Could Boost Spending and Growth 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.
In Depth Capital‑Efficient Strategies: Tackling the Challenges of Low Prospective Returns A pragmatic implementation of investment leverage seeks to enhance alpha and diversification.
Blog Asset Allocation Views: Early Cycle Investing In this abridged version of our latest Asset Allocation Outlook, we discuss the opportunities and risks of investing in an early cycle recovery.
Quantitative Research and Analytics PIMCO’s CMA Guide Value Models: A Systematic Valuation Anchor for Our Capital Market Forecasts
Blog The 60/40 Portfolio Is Alive and Well Is the 60/40 stock-bond portfolio dead? We don’t think so.
Blog The Fed: Avoiding a Depression The Fed’s aggressive support may help keep markets functioning, hasten recovery and avoid longer-term damage.
Blog Fed Takes Action to Bolster Treasury Market Functioning The Fed announced two actions Thursday in response to stress in the market for U.S. Treasuries.
Quantitative Research and Analytics PIMCO’s CMA Guide Value Models: A Systematic Valuation Anchor for Our Capital Market Forecasts