The Author

Jerome M. Schneider

Head of Short-Term Portfolio Management

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Latest Insights

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.

Viewpoints

Climate and COP27: Political Pressures, Investment Implications

The recent UN Climate Change Conference helped advance initiatives important to sustainable investing, especially the global energy transition.

Blog

What to Expect From Divided Government

A split U.S. Congress in 2023 will likely limit fiscal policy, but could be positive for equity markets.

Asset Allocation Outlook

Risk‑Off, Yield‑On

With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.

Blog

What’s Behind the Slowdown in U.S. Inflation

Core inflation came in below expectations for October and should moderate in 2023, but likely with bumps in the road ahead.

Blog

Peak Inflation May Hint at Peak Rates in Emerging Markets

Inflation is receding and real interest rates are climbing in EM after a year of tightening monetary policy.

Viewpoints

Sustainable Investing in Local Currency Emerging Market Bonds

The growing market for ESG-labelled bonds in EM local currencies may offer a way to access EM local’s attractive yield potential within a sustainability-conscious framework.

Blog

Proceed With Caution: Opportunities for Cash and Defensive Income Amid Uncertainty

We believe short-dated bonds can offer attractive yields, flexibility, and a means to proceed cautiously as central banks continue to raise interest rates.

Viewpoints

European Front‑End Markets: Valuation Strikes Back

As the European Central Bank leaves negative policy rates behind, attractive valuations herald a much-improved total return potential.

Viewpoints

Seeking Harmony in Short‑Term Markets

Recent volatility in short-term markets will likely, over time, be accompanied by more attractive income opportunities for cash allocations.

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

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Quick Takes: Can De‑Risking Portfolios Support Returns Too?

The Author

Jerome M. Schneider

Latest Insights

Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook

Climate and COP27: Political Pressures, Investment Implications

What to Expect From Divided Government

Risk‑Off, Yield‑On

What’s Behind the Slowdown in U.S. Inflation

Peak Inflation May Hint at Peak Rates in Emerging Markets

Sustainable Investing in Local Currency Emerging Market Bonds

Related

Proceed With Caution: Opportunities for Cash and Defensive Income Amid Uncertainty

European Front‑End Markets: Valuation Strikes Back

Seeking Harmony in Short‑Term Markets

Disclosures

Blog: Steering Away From Volatile Markets: Short-Term Bonds May Offer Value As Fed Eases