PIMCO’s portfolios are built to take advantage of structural market inefficiencies to pursue returns – giving us a potential edge versus passive peers ..read more

Good news on U.S. inflation in May did not sway the Federal Reserve to signal interest rate cuts could come sooner ..read more

PIMCO leverages its deep understanding of macroeconomics, policy, and industry nuance to construct portfolios primed to uncover opportunity and manage risks ..read more

Investors hold cash for a variety of reasons, but having the bulk of cash in traditional instruments may not be the best option across all the reasons for holding cash. A liquidity tiering strategy can help investors gauge how much they may need in their portfolios based on their goals and objectives – and how much they should considering allocating to potentially higher-returning short duration strategies ..read more

Comparing public fixed income and private credit markets involves weighing factors related to liquidity, transparency, credit quality, risk premium, and opportunity costs ..read more

A second straight month of encouraging U.S. core CPI data supports an initial Federal Reserve rate cut as early as September ..read more

Discover how starting yields in high-quality fixed income can set a solid foundation for multi-year returns and how active management works to boost these yields even further ..read more

Explore key themes from our Secular Outlook, including fiscal policy, geopolitical risks, AI, and upcoming elections, and learn how these factors could shape the future of fixed income markets ..read more

Despite the reacceleration of inflation and enduring labor market strength, the Fed remains focused on downside risks ..read more

April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation ..read more