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The Role of Bonds in a New Era of Low Yields

Resiliency and diversification potential remain critical in a world with meaningful uncertainty ahead.

By Daniel J. Ivascyn | Sep 24, 2019

How We're Thinking About Managing Liquidity

Liquidity management can help investors position for offense, especially when volatility hits markets.

By Scott A. Mather | Sep 04, 2019

Quick Takes: Why Core Bond Indexes Are Riskier Now

Learn why we think it’s important to take an active approach to core bond investments.

By Tina Adatia, Joachim Fels | Jun 26, 2019

5 Trends That Could Disrupt Markets

PIMCO experts discuss the secular trends that have the potential to disrupt the global economy, financial markets and investors’ portfolios over the next several years.

By Marc P. Seidner | Jun 25, 2019

In a World of Disruptions, Flexibility Matters

Marc Seidner, CIO non-traditional strategies, explains the need for flexibility and liquidity and how bottom-up research will be key to sourcing attractive relative value opportunities.

By Marc P. Seidner, Andrei Wagner | Jun 19, 2019

As Negative-Yielding Bonds Set New Records, Flexible Investing May Offer Benefits

With more bonds trading at negative yields globally, benchmark-agnostic strategies look compelling.

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 Emmanuel Roman | Dec 27, 2018

Emerging Markets: Risks and Opportunities

Learn the key factors we watch in assessing investments in emerging markets.

By Daniel J. Ivascyn | Dec 20, 2018

Building Resiliency for Volatile Markets: Key Opportunities

Group CIO Dan Ivascyn highlights resilient sectors such as housing that may help investment portfolios weather a volatile market environment.

By Emmanuel Roman | Dec 14, 2018

Active Versus Passive Investing: Why Bonds Are Different

Several features of bond markets and the broader economy tend to favor active fixed income managers over their passive peers.

By Emmanuel Roman | Nov 07, 2018

The Power of Information: Data and Investment Decisions

The ability to acquire, structure and use data is critical to making investment decisions and providing solutions for clients.

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, Andrew T. Wittkop | Feb 27, 2018

Tapping Yield at the Front End of the Curve

PIMCO sees opportunities for investors at the front end of the yield curve and believes investors could potentially benefit from expanding their toolkits to include active short-term strategies.

By Scott A. Mather, Mark R. Kiesel | Feb 22, 2018

Getting Back in Balance With Core Bonds

Scott Mather, CIO U.S. core strategies, Mihir Worah, CIO asset allocation and real return, and Mark Kiesel, CIO global credit, explain why core bonds are key to portfolio diversification – an essential goal for many investors preparing for potential risks ahead.

By Tony Crescenzi | Feb 20, 2018

What’s Next for Investors in the Bond Market

Recent market volatility suggests that investors are questioning whether the post-crisis subpar pace of economic growth, which we dubbed the New Normal, is subsiding.

By Marc P. Seidner | Feb 15, 2018

Unconstrained: How Bond Investors Can Embrace Volatility

Untethered to traditional bond benchmarks, unconstrained bond strategies can respond to current changing market conditions in various ways.

Jan 03, 2018

Equity Factor Investing: Three Key Considerations

Investors must do their due diligence to select a solution offering robust factors at favorable valuations, with reasonable implementation costs – all key determinants of their future return potential.

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