By Gavin Power | Aug 14, 2018 United Nations: Creating a New Hub for Sustainable Investment Deals The UN Sustainable Development Goals are being embraced by the private sector – a trend likely to foster compelling opportunities for investors focused on environmental, social and governance (ESG) factors.
By Tiffany Wilding | Aug 13, 2018 U.S. Core Inflation Increases Due to Metals Costs, Tariffs The increase in inflation reinforces our view that the Fed will continue its gradual pace of interest rate hikes.
By Sachin Gupta, Olivia A. Albrecht | Aug 09, 2018 The Global Bond Paradox: How Hedging Can Enhance Low Local Yields Despite low bond yields in many countries outside the U.S., hedged yields may be quite attractive for U.S. dollar-based investors.
By Lupin Rahman | Aug 07, 2018 ESG Integration and Engagement: South Africa Sovereign Credit Our experience in assessing South Africa’s sovereign credit shows how active engagement and thorough ESG analysis helps shape portfolio strategy.
By Libby Cantrill, Tiffany Wilding | Aug 07, 2018 Could Trade Turmoil Be an Economic Spoiler for the U.S.? Overall, we believe the administration’s recent trade policies and proposals pose a negative risk to our U.S. economic outlook over the cyclical (six- to 12-month) horizon, while the longer-term impact is less certain.
By Tiffany Wilding | Aug 01, 2018 Fed Meeting: Important Details to Come? The meeting minutes due in a few weeks will likely shed light on the Fed’s longer-term framework for implementing monetary policy.
By Jerome M. Schneider | Jul 30, 2018 5 Reasons to Like the Front End of the Yield Curve We believe the front end of the U.S. bond market may provide investors a good balance of liquidity, capital preservation and income in a rising rate environment.
By Nicholas J. Johnson | Jul 27, 2018 Gold Outlook Brightens Ultimately, we think the sell-off will prove transient and that the relationship of real yields to gold observed over the past decade will prevail.
By Joachim Fels | Jul 25, 2018 Fed Up With the Fed: What It Means for the U.S. Dollar President Trump has opened a new front in the cold currency war.
By John M. Devir, Danny Seth | Jul 23, 2018 FERC Change in Stance Is Positive for Oil and Gas MLPs The modified ruling triggered sharp rebounds for the names hurt most by FERC’s March policy announcement.
By Scott A. Mather, Mike Amey, Olivia A. Albrecht | Jul 19, 2018 The Future of Sustainable Investing PIMCO’s CIO of U.S. core strategies and head of ESG strategies discuss why responsible investing matters and how we believe the firm can achieve better risk-adjusted returns within an ESG framework.
By Joachim Fels | Jul 17, 2018 Will the Fed Yield to the Yield Curve? Whether or not the Federal Reserve will stick to its planned rate-hike path is a key question for financial markets.
By Isaac Meng | Jul 17, 2018 Yuan Decline: Concerning But Not Systemic Despite similarities with the 2015 devaluation, the global fallout will likely be more limited.
By Nicola Mai, Andrew Bosomworth | Jul 11, 2018 Eurozone Outlook: When Secular Turns Cyclical In Europe, the secular risks appear to be materializing more quickly than expected, particularly in Italy.
By Yishan Cao | Jul 11, 2018 U.S. Trade Tariffs: Impact on Asian Technology and Consumer Credit While larger companies in China should withstand the impact of tariffs, smaller enterprises and other, open Asian economies could suffer.
By Scott A. Mather, Anmol Sinha | Jul 03, 2018 Rates: How Fast and How Far Will They Rise? Is much of the expected rise in interest rates behind us? Scott Mather, CIO of U.S. core strategies, and Anmol Sinha, fixed income strategist, discuss the path for rates in 2018 and beyond.
By Daniel J. Ivascyn | Jun 27, 2018 Finding Pockets of Value Group CIO Dan Ivascyn discusses where PIMCO sees opportunities amid the late-cycle environment in the U.S., increased volatility in emerging markets and bond yield differentials between the U.S. and other developed countries.
By Greg E. Sharenow, Nicholas J. Johnson | Jun 27, 2018 After OPEC Meetings, We See a Constructive Backdrop for Oil Our base case is that oil balances remain tight and that prices realized exceed what the futures market is indicating.
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Aaditya Thakur Aditi Gupta Alex Petrone Alfred T. Murata Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew Pyne Andrew T. Wittkop Anmol Sinha Benjamin Strom Beth MacLean Christian Stracke Daniel H. Hyman Daniel J. Ivascyn Danny Seth David Hammer Ed Devlin Eve Tournier Francesc Balcells Frank Chen Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Graham A. Rennison Greg E. Sharenow Harin de Silva Helen Guo Hozef Arif Isaac Meng Ismael Orenstein James Moore Jamil Baz Jeff Helsing Jeremie Banet Jeroen van Bezooijen Jerome M. Schneider Joachim Fels John M. Devir John Murray John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kent Smith Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Ryan Libby Cantrill Loren Sageser Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael A. Gomez Michael Althof Michael Brownell Michael Connor Mihir P. Worah Mike Amey Mike Cudzil Mohsen Fahmi Naila Makhdumi Nathan Chiaverini Niamh Whooley Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ronald Jin Sachin Gupta Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Steve Sapra Taosha Wang Tiffany Wilding Tomoya Masanao Tony Crescenzi Vicky Zhao Vinicius Silva Yacov Arnopolin Yishan Cao
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