Being adequately compensated for risk is our North Star.
It's reflected in how PIMCO approaches opportunity selection, flexibility across markets, and active asset management throughout the investment lifecycle. Hear more below. ⬇️
The Fed held rates steady in October as policymakers assess the effects of September’s hike and tighter financial conditions. We see this as a recalibration of policy, not a pause in a prolonged hiking cycle.
Read latest analysis from economists Tiffany Wilding and Graeme Westwood on what could come next. pim.co/669d7c
Watch Rich Clarida on @FoxBusiness today at 11:35AM PT/ 2:35PM ET Bio: pimco.com/experts/richard-cl…
Listen to Libby Cantrill on @BloombergRadio today at 4:40AM PT/ 7:40AM ET Bio: pimco.com/experts/libby-cant…
Watch Libby Cantrill on @BloombergTV today at 4:15AM PT/ 7:15AM ET Bio: pimco.com/experts/libby-cant…
AI investment remains resilient, but higher rates are accelerating reallocation elsewhere. Housing, small firms, leveraged companies and traditional investment may bear more of the adjustment. Read Tiffany Wilding’s latest Macro Signposts. pim.co/UzyhDD
Watch Rich Clarida on @BloombergTV today at 11:00AM PT/ 2:00PM ET Bio: pimco.com/experts/richard-cl…
Yield is easy to see. Alpha is harder to find.
In this new Q&A, Mohit Mittal, CIO core strategies, explores how active fixed income seeks value beyond yield, with short videos from PIMCO portfolio managers offering a deeper look at opportunities across markets. Access now: pim.co/o1Ns1d
Where will the higher cost of capital start to bite? For some of the lowest-rated borrowers, it may already be happening.
Lotfi Karoui looks at five areas that stand out. Lower quality corporate credit, AI debt, and real estate are all on his list. Read the latest The Credit Market Lens: linkedin.com/pulse/other-sid…
Watch Rich Clarida on @CNBC today at 8:15AM PT/ 11:15AM ET Bio: pimco.com/us/en/experts/rich…
Even though rising rates have been dominating the headlines, PIMCO Group CIO Dan Ivascyn says the story isn’t the volatility, it’s the high starting yields.
In his latest conversation with Greg Hall, Dan explains why today’s fixed income markets may have something for everyone, from opportunities to generate income and diversify risk to building more resilient portfolios.
Listen on Apple: pim.co/05d47c
Listen on Spotify: pim.co/0b0709
Watch Jerome Schneider on @CNBC today at 11:40AM PT/ 2:40PM ET Bio: pimco.com/experts/jerome-sch…
October Fed preview. Tiffany Wilding expects a hold at 3.75%–4.0% with a clear tightening bias. The most likely next move? A 25-basis-point hike in December.
Read her latest Macro Signposts → pim.co/d6aa66
Watch Lotfi Karoui on @BloombergTV today at 9:30AM PT/ 12:30PM ET Bio: pimco.com/experts/lotfi-karo…
A lot is happening in credit markets right now: Treasury yields, the technology sector's ongoing capex cycle, and historically tight spreads.
Lotfi Karoui explains the key implication for investors today. ⬇️
Improved optics don’t necessarily mean improved economics. For weaker software credits, AI disruption and elevated refinancing costs continue to create challenges. Read the latest Credit Market Lens from Lotfi Karoui. linkedin.com/pulse/improved-…
Watch and Listen to Toni Crescenzi on @BloombergTV & @BloombergRadio today at 5:20AM PT/ 8:20AM ET Bio: pimco.com/experts/toni-cresc…
Watch Andrew Balls on @BloombergTV today at 3:45AM PT/ 6:45AM ET Bio: pimco.com/experts/andrew-bal…
