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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.

By Daniel J. Ivascyn | Jun 26, 2018

The Outlook for Interest Rates

Group CIO Dan Ivascyn discusses where PIMCO sees interest rates heading in the later stages of the U.S. economic cycle.

By Gene Frieda | Jun 25, 2018

The Currency Sweepstakes: Will the U.S. Dollar Win?

The U.S. dollar has lately become the front-runner in the currency sweepstakes, but we believe the currency Triple Crown will likely prove elusive in 2018.

By Matthew Livas | Jun 25, 2018

High Yield Bonds: A Fresh Look at BB Rated Credit

With BB spreads at relatively attractive levels, we believe it’s time to reconsider this overlooked area of high yield credit.

By Marc P. Seidner | Jun 20, 2018

Quick Takes: Is Volatility Here to Stay?

Marc Seidner, CIO non-traditional strategies, explains why structural trends in the U.S. – unwinding unconventional monetary policy coupled with fiscal expansion – will likely lead to sustained market volatility and what investors can do to manage the risks.

By Tiffany Wilding | Jun 13, 2018

The Fed Raises Rates as Expected but the Path of Future Hikes Grows More Uncertain

The Fed’s dilemma: overtightening versus overheating.

By Joachim Fels | Jun 12, 2018

Productivity Awakening?

One of the potential rude awakenings that we advised investors to prepare for in our recent Secular Outlook is a surprising surge of productivity growth over the next several years.

By Frank Chen | Jun 07, 2018

China’s Property Market: Bubble or Balloon?

We expect China’s real estate balloon to deflate slowly given inventory is close to record lows and the government has plenty of room for policy relaxation.

By Joachim Fels, Andrew Balls, Daniel J. Ivascyn | Jun 06, 2018

Key Takeaways From PIMCO’s Secular Outlook: Rude Awakenings

We may be witnessing an important turning point: Ten years after the financial crisis, the global economy and financial markets look set to enter a new era of potentially radical change.

By Marc P. Seidner | Jun 06, 2018

Charting Unusual Late-Cycle Fiscal Stimulus in the U.S.

How can investors navigate volatility arising from late-cycle fiscal stimulus?

By Libby Cantrill | Jun 06, 2018

The Summer of Discontent on Trade? Deadlines, Headlines and Escalation Catalysts

With the number of potential catalysts in the next month or so, we could see trade risk escalate.

Jun 06, 2018

International Equities and the U.S. Dollar: Is It Time to Hedge?

Most international equity strategies are unhedged, which generally benefits U.S. investors in periods of dollar weakness but creates a headwind for returns when the dollar is strengthening.

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