PIMCO

Europe’s Quiet Convergence

The euro area remains a low-growth region, but increasing convergence is making it a more stable and durable monetary union.

PIMCO

Sustainable Investing: Looking Beyond the Scorecard

In this episode, Grover Burthey, Portfolio Manager and Vicki Gedge, Credit Research Analyst, discuss how sustainable investing has evolved and...

PIMCO

The Credit Market Lens: Rich Spreads, Cheap Treasuries, and an Incomplete Explanation

The evolution of credit spreads remains driven primarily by credit fundamentals, investor risk appetite, flows, and broader market technicals rather...

PIMCO

The Credit Market Lens: A Higher Bar for Earnings Season

"Higher earnings forecasts across corporate credit have raised the bar for second-quarter reporting, while AI hyperscaler capital spending is poised...

PIMCO

The Credit Market Lens: A Growing Divide in Leveraged Finance

Higher rates, weaker underwriting, and software concentration are exposing vulnerabilities in direct lending and leveraged loans, while high yield bonds...

PIMCO

Does AI Raise or Lower Neutral Rates?

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

PIMCO

Fragmentation Favors Emerging Markets

The world has shifted from unipolar to multipolar, and portfolios haven't caught up. Pramol Dhawan, head of emerging markets portfolio...

PIMCO

Active Credit: Where Flexibility Meets Alpha

Mohit Mittal, CIO of core strategies, and Saurabh Sud, portfolio manager, explore PIMCO’s active credit approach – how they construct...

PIMCO

Rethinking Rates, Inflation and Duration

Bond markets have been transformed by a generational reset in yields, creating a very different backdrop for investors than just...

PIMCO

A Sturdier Foundation for Uncertain Markets

Starting yields haven't looked this attractive in decades. Group CIO Dan Ivascyn and Global Economic Advisor Richard Clarida join Kimberley...

PIMCO

Global Bond Diversification: Higher Yields and New Opportunities for Alpha

In a world of high starting yields and rupturing economic alliances, investors who actively diversify across regions, sectors, and currencies...

PIMCO

The Credit Market Lens: Sharpe Is Back in Emerging Markets

Why emerging market bonds are delivering the best risk-adjusted returns in fixed income, and what it means for multi-asset portfolios...

PIMCO

What bond markets want from Andy Burnham

A credible strategy would focus on reducing the deficit over the next two years