PIMCO

Professional Investors
The good, the bad and the ugly in commercial real estate
The good, the bad and the ugly in commercial real estate
Amid higher interest rates and debt costs, it's a new world for the global commercial real estate market....
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Professional Investors
Should you stay invested in cash?
Should you stay invested in cash?
Is there a balance to be struck between the benefits of cash and bonds in the current economic environment?...
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Professional Investors
Are we coming to the end of Fed rate hikes?
Are we coming to the end of Fed rate hikes?
New data reaffirms that the US Federal reserve could be coming close to the end of its rate hiking cycle....
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Professional Investors
Bonds: The Comeback Kid of Investing
Bonds: The Comeback Kid of Investing
After years of underperformance relative to equities, have bonds now made a comeback?
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Professional Investors
Weakening Credit and Tightening Lending Conditions Drive Compelling Value
Weakening Credit and Tightening Lending Conditions Drive Compelling Value
Higher interest rates and tighter lending conditions are creating a very attractive environment for opportunistic...
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Professional Investors
Fractured Markets, Strong Bonds
Fractured Markets, Strong Bonds
For investors, times of uncertainty can underscore the importance of a cautious approach.
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Professional Investors
The ECB Hikes Rates Amid Financial Market Volatility
The ECB Hikes Rates Amid Financial Market Volatility
In a dovish move, the central bank raises rates by half a point.
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Professional Investors
Modern Macro: A New Approach to an Old Strategy
Modern Macro: A New Approach to an Old Strategy
Deep uncertainty and market volatility provide fertile ground for macro hedge funds that can monetize...
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Professional Investors
Fed Weighs Stubborn Inflation Against Banking System Stress
Fed Weighs Stubborn Inflation Against Banking System Stress
Slower credit growth may curtail broader U.S. economic growth, taking pressure off the Federal Reserve....
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Professional Investors
European Outlook: Less downside now, but caution still warranted
European Outlook: Less downside now, but caution still warranted
Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure...
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Professional Investors
Seizing Opportunities in Global Bonds
Seizing Opportunities in Global Bonds
In a challenging macro environment, a resilient allocation to core bonds appears compelling. Andrew Balls...
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Professional Investors
Do bank failures mean the Fed's hiking cycle is over?
Do bank failures mean the Fed's hiking cycle is over?
The failure of Silicon Valley Bank raises questions for Fed policy and economic growth.
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