Policy options are available now to lower US mortgage rates
Several existing policy capabilities could help ease mortgage costs and improve housing affordability without requiring new legislation.
PIMCO 6th Nov 2026
The top client questions about the US
In this episode of Fixing Your Interest, PIMCO Vice Chair John Studzinski is joined by Libby Cantrill, PIMCO’s Head of Public Policy, to tackle the questions they hear most often from clients...
Gordon Brown: power and politics in a fragmented world
A year ago, former U.K. Prime Minister Gordon Brown warned that the world was becoming more fragmented, more multipolar, and increasingly shaped by power rather than rules. One year on, where does...
PIMCO | Quality, Liquidity, and Yield in Agency Mortgages
Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active managers may find value in agenc...
PIMCO 5th Nov 2026
UK Budget: breathing space, for now
The Budget bought the government some time, but questions remain over borrowing, spending pressures, and the credibility of its deficit-reduction plans.
PIMCO 30th Oct 2026
The AI investment boom goes beyond America
Economic resilience depends heavily on continued AI investment to bolster growth, imports, and exports around the world.
The Credit Market Lens: the other side of higher yields
Higher yields have improved bonds’ income and diversification potential, but the same reset is testing weaker borrowers, leveraged AI financing, and rate-sensitive real estate.
October Fed meeting preview: a pause is still a recalibration
The Federal Reserve will likely hold rates steady at the next meeting, weighing inflation risks against an economy being reshaped by AI.
Quality, liquidity, and yield in agency mortgages
Seeking resilience in AI-related credit
AI's infrastructure boom is generating significant funding needs. Hear how Mohit Mittal, CIO Core Strategies, and Sonali Pier, Portfolio Manager, assess opportunities across data centers, chip...
Diversifying globally without giving up yield
Bond yields have moved higher around the world. Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help investors diversify sources of return while uncovering opp...
PIMCO | The Credit Market Lens: an oil shock (mostly) like no other
This year’s energy price shock isn’t exactly following the historical playbook, says PIMCO, with markets and economies absorbing much of the impact – though clear risks remain. PIMCO 29th Oct 2026
This year’s energy price shock isn’t exactly following the historical playbook, says PIMCO, with markets and economies absorbing much of the impact – though clear risks remain.
PIMCO 29th Oct 2026
PIMCO | The AI investment boom goes beyond America
Economic resilience depends heavily on continued AI investment to bolster growth, imports, and exports around the world. PIMCO explains.
PIMCO | Diversifying globally without giving up yield
Bond yields have moved higher around the world. PIMCO Portfolio Managers Pramol Dhawan and Sachin Gupta discuss how global fixed income can help investors diversify sources of return while uncoveri...
PIMCO 28th Oct 2026
The Credit Market Lens: Improved Optics But Unchanged Economics in Software Loans
Amid AI disruption risk and elevated refinancing costs, we can expect a valuation gap to persist between software loans and the broader loan market.
PIMCO 26th Oct 2026
PIMCO | Monetary policy through the lens of financial conditions
Macro Signposts highlights takeaways from the data analysis conducted by PIMCO’s team of economists and other experts.
PIMCO 20th Oct 2026
PIMCO | A recalibration, not a rate-hike cycle
PIMCO | Welcome back, balanced portfolio
Balanced portfolios are back, says PIMCO: higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
Growth holds risk widen?
Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline scenario and wider risks around it.
PIMCO 19th Oct 2026
The Credit Market Lens: an oil shock (mostly) like no other
This year’s energy price shock isn’t exactly following the historical playbook, with markets and economies absorbing much of the impact – though clear risks remain.
Monetary policy through the lens of financial conditions
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Cleared for Take-off: The Aviation Finance Opportunity
PIMCO explore how aviation finance works, what's driving the opportunity today, and why investors are paying growing attention to the sector. They discuss the rise of aircraft leasing, the forc...
PIMCO 1st Oct 2026
Macro Signposts A Recalibration, Not a Rate-Hike Cycle
The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)
Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited.
Aviation finance: a US$4-trillion opportunity takes flight
Aviation finance has become one of the largest and fastest-growing corners of asset-based finance. PIMCO explores why investors are increasingly looking at aircraft leasing as a source of income an...
PIMCO 24th Sep 2026
PIMCO | Aviation Finance: A $4 Trillion Opportunity Takes Flight
PIMCO | How to stop chasing headlines and build more resilient portfolios
Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets, from geopolitical uncertainty and central bank dynamics to the outlook for grow...
PIMCO 23rd Sep 2026
The Credit Market Lens: AI capex and the limits of crowding out
AI capital spending may be contributing to higher real rates, but PIMCO sees little evidence that it’s due to AI bond issuance crowding out Treasuries.
PIMCO 22nd Sep 2026
The Credit Market Lens: one AI trade for now, many trades later
For equity investors, the question is relatively simple: Who wins the AI race? For credit investors, it is more nuanced: Do spreads adequately compensate for the broad set of risks embedded in fina...
PIMCO 21st Sep 2026
September Fed hike may be more than a risk management exercise
Welcome Back, Balanced Portfolio
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
PIMCO 10th Sep 2026
How a K-Shaped Economy Affects Opportunities in Asset Based Finance
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
How to Stop Chasing Headlines and Build More Resilient Portfolios
In this episode of Fixing Your Interest, Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets today, from geopolitical uncertainty an...
Where Income Meets Resilience
Higher starting yields are creating opportunities across global fixed income. Group CIO Dan Ivascyn explains why quality, liquidity, and global diversification can be key to building portfolio resi...
Income Strategy Update: Where Income Meets Resilience
Group CIO Dan Ivascyn explains why resilience, quality, and global diversification matter more than reaching for risk amid geopolitical conflict, credit stress, and the AI boom.
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