PIMCO

PIMCO Outlook 2026: Rupture and Resilience

A global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive divergent possibilities – and reward...

PIMCO

Key Takeaways From PIMCO’s Sustainable Investing Report 2025

Our new Sustainable Investing Report explores how active fixed income helps drive real-economy outcomes through research, engagement and stewardship.

PIMCO

Energy Shocks, Rising Yields, and the Case for Bonds

Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across...

PIMCO

Securitization could help plug Europe’s funding gap

Deeper capital markets are essential to the continent’s growth

PIMCO

Investment Discipline Amid the AI Infrastructure Boom

As capital floods the AI buildout, a patient approach focused on deal structure, collateral, and the alignment of assets and...

PIMCO

Supply Shocks and AI-Related Demand Blur Inflation Signals for the Fed

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

PIMCO

AI Financing Needs Do Not Override Cyclical Drivers of Yield

Structural pressures from the AI buildout are real, but they are growing slowly, not driving the yield moves investors are...

PIMCO

Income Strategy Update: Managing Risk While Locking In Yield

Higher starting yields help anchor portfolios as uncertainty across markets and the global economy rises.

PIMCO

Three Cyclical Forces Shaping Markets

Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner, CIO non-traditional strategies,...

PIMCO

Managing Risk While Locking in Yield

With yields across high quality fixed income offering a meaningful valuation cushion, this excerpt from our quarterly Income update explores...

PIMCO

Daily Pricing Is Not Daily Liquidity

Increasing the frequency of marks does little to improve transparency or accuracy in private credit when prices are not anchored...

PIMCO

The New Credit Order: Public Meets Private

Public and private credit markets are evolving fast, reshaping how investors think about risk, return and liquidity. In this episode...

PIMCO

When Geopolitics Becomes an Economic Input

Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than...

PIMCO

From Washington to the World: Iran, Energy and US Policy

John Studzinski, PIMCO Vice Chairman, speaks with Libby Cantrill, PIMCO’s head of public policy, to get the view from Washington...

PIMCO

The Credit Market Lens: 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...