Economic Outlook
Why PIMCO
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We believe that active management is the responsible way to invest our clients' assets in fixed income.
Honed over more than five decades, our process has helped millions of investors manage risk and pursue returns over meaningful time periods.
Meet PIMCO experts across the globe who strive for excellence on behalf of our clients.
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Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.
Recent signals from major central banks suggest challenges ahead with easing monetary policy amid above-target inflation.
Federal Reserve officials appear locked in for multiple rate cuts this year, despite inflation reaccelerating – raising questions about the speed and timing of this easing cycle.
David Braun, Portfolio Manager, discusses why today's starting yields and cooling inflation create a compelling case for investors to enter the bond market and the important role active managers play.
The BOJ's exit from monetary easing provides fresh opportunities for bond market investors.
ECB: Next Stop, June
While market pricing looks more reasonable, European Central Bank rate cuts, which could commence in June, are unlikely to be delivered as aggressively as the market expects in 2024.
OPEC+ strategies and geopolitical tensions could roil markets.
Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications
This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.
High Quality Credit Opportunities
CIO Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why now is the time to invest in high quality global corporate bonds, loans and high yield credit given current market dynamics.