By Joachim Fels | Mar 28, 2019 Three Key Takeaways From PIMCOs Cyclical Outlook Flatlining at The New Neutral Following the Federal Reserve’s pivot to patience, we believe U.S. short-term interest rates are now anchored in The New Neutral. Global growth keeps synching lower, but may experience a soft landing later this year if China’s economy stabilizes and trade tensions ease. However, political uncertainties suggest a cautious overall approach to investing. These are three key conclusions we discuss in detail in our latest Cyclical Outlook, “Flatlining at The New Neutral.”
By Daniel J. Ivascyn | Mar 25, 2019 Investing in Volatile Markets To take advantage of market volatility, investors need to be patient, defensive and flexible.
By Brian Holmes | Mar 20, 2019 Moral Hazard in Emerging Markets: Papering Over the Cracks With a patchwork of lenders now willing to provide financing on noncommercial terms to countries in distress, “moral hazard plays” have proliferated in emerging markets.
By Tiffany Wilding | Mar 20, 2019 Neutral Rates, Neutral Balance Sheet As widely expected, the Federal Reserve held interest rates steady at this week’s FOMC (Federal Open Market Committee) meeting, but other aspects of the meeting had notable implications for markets and investors.
By Lorenzo Pagani | Mar 19, 2019 Navigating Uncertainty in Inflation Markets: The UK Case Investors in UK inflation-linked bonds are facing two critical sources of structural uncertainty: Brexit-induced volatility and questions about the deeply entrenched (yet problematic) Retail Price Index (RPI).
By Geraldine Sundstrom | Mar 14, 2019 Three Asset Allocation Opportunities for 2019 As market volatility increases, investors may look to capitalize on idiosyncratic opportunities to grow returns.
By Wesley Chan, Bill Smith | Mar 13, 2019 The Style Cycle: Equity Factors and Macro Data Diverge The divergence between recent bullish factor performance and weaker economic fundamentals should give investors pause.
By Jerome M. Schneider, Tina Adatia, Kenneth Chambers | Mar 12, 2019 Balancing Act: Maintaining Liquidity and Purchasing Power with Short-Term Bonds Investors are walking a tightrope today, balancing risk-taking and risk management.
By Geraldine Sundstrom, Mihir P. Worah, Erin Browne | Mar 11, 2019 Asset Allocation Outlook: Stay Large, Stay Liquid, Stay Defensive PIMCO’s investment professionals explore key asset allocation takeaways – and strategies – for navigating what we believe is the late stage of the economic cycle.
By Sonali Pier, Eve Tournier | Mar 11, 2019 Multi-Sector Credit: Flexibility Amid Shifting Markets We believe an active, flexible, multi-sector approach may offer investors better long-term results by focusing on structural opportunities to generate alpha.
By Chris Brightman, Raji O. Manasseh | Mar 07, 2019 Emerging Market Equities: Looking Beyond Near-Term Fear We see two overarching reasons for long-term investors to consider continuing to hold a strategic allocation to EM equities: fundamentals and valuations.
By Sonali Pier, Haining Yin, Eleni Sifakis | Mar 06, 2019 International Women’s Day 2019: Global Perspectives on Women in Finance PIMCO leaders in three regions discuss their own career experiences and the progress they see for women in finance.
By Erin Browne | Mar 04, 2019 International Women’s Day 2019: What It Means for Investment Management While the financial services industry has taken steps in the right direction, we still have a long way to go to achieve a representative gender balance.
By John M. Devir | Mar 01, 2019 Charting Opportunity in Midstream Energy North American oil and gas production will likely be a critical input to the global growth engine, and the midstream sector underpins this growth.
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Bill Smith Brian Holmes Chris Brightman Daniel J. Ivascyn Eleni Sifakis Erin Browne Eve Tournier Geraldine Sundstrom Haining Yin Jerome M. Schneider Joachim Fels John M. Devir Kenneth Chambers Lorenzo Pagani Mihir P. Worah Raji O. Manasseh Sonali Pier Tiffany Wilding Tina Adatia Wesley Chan
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