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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic and Market Commentary Economic Outlook Global Central Bank Focus Global Markets Monthly Market Update Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts B C F M W Clear Andrew Balls CIO Global Fixed Income Tony Crescenzi Portfolio Manager, Market Strategist Joachim Fels Nicola Mai Portfolio Manager, Sovereign Credit Analyst Tiffany Wilding Economist Order By Alphabetical Most Recent
Cyclical outlook Post Peak Post Peak Our outlook for the global economy and markets over the next year
Cyclical outlook Cyclical Outlook: Fractured Markets, Strong Bonds(video) Cyclical Outlook: Fractured Markets, Strong Bonds The effects of tighter financial conditions are becoming apparent, bringing forward the risk of recession while suggesting a supportive backdrop for bonds. Section 1: Key Takeaways Section 2: Introduction Section 3: Economic Outlook Section 4: Investment Implications Download PIMCO's Cyclical Outlook
Cyclical outlook Fractured Markets, Strong Bonds Fractured Markets, Strong Bonds The effects of tighter financial conditions are becoming apparent, bringing forward the risk of recession while suggesting a supportive backdrop for bonds.
Cyclical outlook Strained Markets, Strong Bonds Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold.
Cyclical outlook Prevailing Under Pressure Prevailing Under Pressure With yields now higher, we believe bonds offer compelling value in this challenging macro environment.