PIMCO

Investment Management
Making sense of a cross-asset disconnect
Oil sends a warning, risk assets shrug, and rates markets price in a more cautious distribution of outcomes.
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Investment Management
Differing signals in BDCs, and orderly defaults in high yield
How equity and credit investors are reassessing BDC valuations differently – and why high yield defaults continue to play out primarily through distressed exchanges.
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Investment Management
What ‘K-shaped’ trends mean for fixed income in 2026
PIMCO’s Tiffany Wilding and Andrew Balls say resilient, AI-fuelled growth is masking “K-shaped” divergence – strengthening the case for high-quality fixed income in 2026.
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Investment Management
Calculating the active advantage in fixed income
Re-evaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
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Investment Management
Bonds are back: Why allocations deserve a rethink
The current environment presents one of the most compelling moments in years to reallocate toward bonds.
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Investment Management
PIMCO Outlook: The fragmentation era
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalising on attractive, high-quality yields.
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Investment Management
Focus on stability amid turbulence
Daniel J. Ivascyn, Group Chief Investment Officer, PIMCO, maintains a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
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Investment Management
Can you build a better fixed income portfolio?
Fed Rate Pause Likely Amid Data Uncertainty says PIMCO.
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Investment Management
Active continues to outperform passive
PIMCO's Jeremy Rosten, Helen Guo, and Phil Michels drill down into our findings to see how active bond managers have historically given investors an advantage over their passive peers.
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Investment Management
Navigating complexity in fixed income
Interactive video: Choose a PIMCO expert to guide you through the evolving fixed income market
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Investment Management
From fragility to greater stability: Economic outlook and investment strategies in the Euro area
Despite a weak growth outlook the Euro area’s increased resilience and stability makes European fixed income investments attractive
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Investment Management
The policy and productivity conundrum for the new Labour government
The Labour Party’s election win means it can govern with considerable freedom and as the party's fiscal agenda is modest, with a focus on delivering economic stability, there should also be limited implications...
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