By David Hammer | Oct 30, 2018 Investing Ideas for an Aging Expansion: Three Reasons to Look at Munis As U.S. taxpayers think about positioning their portfolios, we see three key reasons why the tax-exempt municipal market may be attractive late in the cycle.
By Lupin Rahman | Oct 30, 2018 A New Dawn for Brazil? For now, markets are giving Bolsonaro the benefit of the doubt
By Joachim Fels | Oct 26, 2018 Key Takeaways From PIMCO’s Cyclical Outlook: Growing, But Slowing Our latest Cyclical Outlook highlights the macro trends and market developments that underpin our outlook for 2019: slower growth, but likely no recession.
By Laura Graff | Oct 25, 2018 An Improving Environment for Capital-Efficient Equity Investing Capital-efficient strategies that incorporate equity futures may be valuable in the low-return environment ahead.
By Ed Devlin, Vinayak Seshasayee, Michael Kim | Oct 23, 2018 Collapsing Oil Prices, Not Trade, Pose Biggest Exogenous Risk to Canada’s Economy While trade policy has dominated headlines, we believe investors should focus on the collapse of Western Canadian Select (WCS) oil prices relative to global benchmarks, which represents the biggest exogenous risk to the Canadian economy.
By Geraldine Sundstrom, Emmanuel S. Sharef | Oct 18, 2018 Health Check for Your Asset Allocation: Focus on Quality and Flexibility The late phase of a business cycle can pose significant challenges to asset allocators. We think the keys to dealing with them are to stay flexible and to focus on quality when structuring a portfolio.
By Lupin Rahman | Oct 15, 2018 Ten Investor Takeaways From the 2018 Annual IMF/World Bank Meetings With a number of uncertainties on the horizon, the overall tone at this year’s IMF/World Bank meetings was one of caution.
By Tony Crescenzi | Oct 12, 2018 Rising Rates: Not So Fast A variety of factors will likely limit the scope for rates to rise significantly.
By Daniel H. Hyman | Oct 12, 2018 Quick Takes: Will Rising Rates Hurt the Housing Market? Daniel Hyman, co-head of PIMCO’s agency mortgage portfolio management team, provides insight into the factors that inform our favorable view of the housing market.
By Tiffany Wilding | Oct 12, 2018 Used Car Prices Plunge, Leading to Softer-Than-Expected Core CPI Reading We think the September CPI print – while likely affected by statistical noise – offers evidence that inflationary pressures remain broadly manageable.
By Pramol Dhawan | Oct 11, 2018 Argentina and the IMF: Second Time's a Charm We see opportunities in segments of Argentina’s bond market where prices reflect the risks.
By Greg E. Sharenow | Oct 10, 2018 Oil Hits Multiyear Highs on Renewed Iran Sanctions: What Investors Should Watch While we believe investors can expect a hawkish policy stance to keep supporting prices, the possible extension of waivers could drive the price trajectory.
By Mike Amey | Oct 10, 2018 What Investors Should Watch as Brexit Talks Heat Up We see a number of U.K. assets pricing in a relatively high chance of a disruptive Brexit.
By Sonali Pier | Oct 05, 2018 Quick Takes: Should Investors Be Wary of the Ballooning BBB Market? Portfolio manager Sonali Pier explains how PIMCO deciphers which BBB credits are likely to improve and which are likely to head to high yield as the BBB credit market continues to grow and leverage metrics increase.
By Jerome M. Schneider, Tina Adatia | Oct 03, 2018 Fearing the Next Recession? Investing at the Front End of the Bond Market After such a prolonged period of U.S. economic growth, investors may be wondering if it’s time to take some chips off the table.
By Emily Y. Au-Yeung | Oct 02, 2018 Commodities: Expectations for Chinese Stimulus May Provide Support Market expectations for infrastructure spending may keep Chinese iron ore and steel prices better supported versus base metals.
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Daniel H. Hyman David Hammer Ed Devlin Emily Y. Au-Yeung Emmanuel S. Sharef Geraldine Sundstrom Greg E. Sharenow Jerome M. Schneider Joachim Fels Laura Graff Lupin Rahman Michael Kim Mike Amey Pramol Dhawan Sonali Pier Tiffany Wilding Tina Adatia Tony Crescenzi Vinayak Seshasayee
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