January 26, 2022
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January 26, 2022
How Can Transformation Lead to Opportunity in 2022?
January 19, 2022
Asset Allocation Outlook for 2022
January 19, 2022
December CPI Data Suggests U.S. Inflation May Be Stabilizing, But Hasn’t Peaked Yet
While the overall pace of core U.S. inflation in December 2021 remained strong, underlying details in the Consumer Price Index (CPI) data suggested some stabilization from the recent reacceleration.
January 13, 2022
2022 Focus: Expanding the Opportunity Set
January 12, 2022
Cyclical Outlook Key Takeaways: Investing in a Fast‑Moving Cycle
This post discusses key trends across global economies, policies, and investment sectors that inform our outlook for the coming year along with high-level portfolio strategy. This blog post summarizes our views.
December 22, 2021
Fed Focused on Getting Back Toward Neutral
Since the previous FOMC meeting in early November, several important macro developments likely prompted Fed officials to shift their outlooks.
December 15, 2021
U.S. Inflation Data Appears Consistent With Faster Fed Tapering and Interest Rate Hikes
While we continue to expect U.S. inflation to moderate next year, the risks of more persistent inflation have grown in recent months.
December 15, 2021
3 Trends in the Age of Transformation
December 8, 2021
Asset Allocation Views: Opportunity Amid Transformation
As we look ahead to 2022, our base case is for positive global growth and elevated inflation in the near term. Though we see inflation moderating during the year, there are upside risks to our outlook.
December 8, 2021
5-Year Outlook: Asset Classes to Consider
December 7, 2021
Finding Unexpected Opportunities in Core Bonds
December 2, 2021
Our Take on Short-Term Rates
November 17, 2021
Energy Volatility Shows Power of Commodities to Influence Inflation
November 10, 2021
Inflation Risks Put the Fed in an Uncomfortable Place
As expected, the U.S. Federal Reserve announced the first reduction in its monthly pace of bond purchases at the November FOMC meeting.
October 27, 2021
Secular Outlook Takeaways: Age of Transformation
This post will discuss ongoing market disruptors as well as three trends that may drive a major transformation of the global economy and markets.
October 11, 2021
Positioning for Today’s Interest Rate Climate
October 6, 2021
Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks?
Given recent developments, Pimco has updated their outlook for China real estate and its potential impact on the banking sector.
September 29, 2021
Fed Policy Amid Elevated Inflation Concerns
FOMC members signaled at September’s meeting their intent to announce the first reduction in the monthly pace of bond purchases as soon as the November FOMC meeting.
September 1, 2021
A Dizzying Summer in D.C. as U.S. Debt Ceiling Looms Again
A busy summer on the fiscal front in Washington that’s seen progress on budget and infrastructure legislation could soon give way to another showdown over the U.S. statutory debt ceiling, potentially signaling volatility for investors in the months ahead.
August 25, 2021
Commercial Real Estate: The Office Market in a Post‑COVID World
The pandemic accelerated the secular work-from-home trend, creating winners and losers in office real estate assets. This post discusses PIMCO team members market views, particularly within the office sector.
August 11, 2021
Fed’s New Repo Facility Should Ease Future Stress, With Caveats
The Federal Reserve continues to prepare for the next liquidity disruption. PIMCO thinks their latest facility would likely help, both psychologically and practically.
August 4, 2021
Substantial Further Progress? Not Yet, Says the Fed
The statement and press conference following the July FOMC meeting reinforced PIMCO’s outlook that in the second half of this year the FOMC will announce its plans to begin to wind down its large-scale asset purchases.
July 28, 2021
ECB: New Inflation Target, Old Tools
July 21, 2021
The Race to Net Zero: Challenges and Opportunities
More and more investment is being channelled toward achieving net zero carbon emissions. To understand the scale of the task, consider what net zero means.
July 7, 2021
Leveraged Loan Issuers: Just Do It (Transition to SOFR)
Despite prompts from regulators and market participants, the U.S. leveraged loan market has been slow to embrace SOFR, even while other fixed income sectors issue new SOFR-referencing contracts.
June 30, 2021
Repressed Repo Rates: Sifting Through the Noise
The most recent hike in the RRP rate was likely to prevent the possibility of any “soft” closes at money-market funds, since investing at 0 bps would likely become uneconomical in the long run.
June 9, 2021
Top Five Insights from PIMCO’s 2021 ESG Investment Summit: Financing a More Sustainable Future
PIMCO’s annual ESG Summit – hosted virtually this year – aimed to help participants keep pace with the rapidly evolving landscape of environmental, social and governance issues within the world of investing, with a particular focus on the transition to net-zero emissions.
