What to Expect When You’re Expecting Rate Cuts
Why PIMCO
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Get Ahead: Term Out Your Assets
As central banks eye cutting rates, investors seeking higher returns may consider extending maturities beyond traditional cash investments to lock in today’s high bond yields – and potentially benefit from price appreciation, too.
Various methods to estimate this key bond market gauge differ on details but appear to signal rising investor compensation.
Preparing for Diverging Economic Paths
Marc Seidner, CIO Non-Traditional Strategies, shares his views on where investors can find relative value opportunities today amid fast-evolving markets.
Group CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential central bank rates cuts around the globe.
Despite its cyclical and secular challenges, we believe Europe is a good diversifier for duration in global portfolios.
ECB: Eyeing a June Rate Cut
While the European Central Bank refrained from declaring victory at its April meeting, a June rate cut seems increasingly likely.
The March U.S. inflation report and other macro data will likely prompt a change in the Federal Reserve’s trajectory in 2024.
PIMCO's Capital Market Assumptions
Diverging Markets, Diversified Portfolios
In our Cyclical Outlook, we see the paths of major economies poised to diverge, making it critical to actively seek out investment opportunities globally.