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Insights

Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.

Market Strategies

PIMCO’s strategies employ the firm’s proven investment process, insights and risk management to target opportunities wherever they are.

Investment Solutions

PIMCO listens to clients. We use the full spectrum of investment resources to craft solutions that meet their diverse portfolio needs in all market environments.

Economic Outlook View All
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Mohamed A. El-Erian
May 2012
Economic Outlook
Secular Outlook: Policy Confusions & Inflection Points
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Featured Solutions View All
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Andrew F. Pyne
May 2012
Featured Solutions
Equity Investing: From Style Box to Global Unconstrained
​Many investors may not know that the unintended consequences of the “style box” approach to equity investing may result in underperformance.
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Strategy Spotlight View All
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Chris Dialynas
Lisa Kim
May 2012
Strategy Spotlight
Unconstrained Bond: A Flexible Strategy for an Evolving World
​In this unusually uncertain environment, we believe flexibility is the key to investing successfully, and that’s what the Unconstrained Bond strategy can offer.
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Eve Tournier
May 2012
Strategy Spotlight
Eve Tournier Discusses PIMCO’s Diversified Income Strategy​

By combining investment grade, high yield and emerging market debt, Diversified Income is designed to uncover the most attractive opportunities across global credit markets.

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Viewpoints View All
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Brigitte Posch
May 2012
Viewpoints
Brazil: Compelling Opportunities for the Long Term
​Though Brazil faces potentially rising inflation and a strengthening currency, we believe its robust corporate sector continues to offer attractive opportunities over the longer term.
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Vineer Bhansali
May 2012
Viewpoints
Benchmarking Tail Risk Management
​We believe that to add value over time, tail risk management has to be active rather than purely passive; thus, a proper benchmarking framework is not simply a luxury, but a necessity.
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Brad Kinkelaar
Cliff Remily
Raji O. Manasseh
May 2012
Viewpoints
Going Global Can Pay Dividends

​For global dividend investors – unconstrained by geography, market capitalization and benchmark – attractive opportunities abound.

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Chuck M. Lahr
May 2012
Viewpoints
When Quality Pays: A Fundamental Approach to Pursuing Lower Risk and Higher Returns
Determining which fundamentals may lead to higher returns would give equity investors a useful tool for constructing portfolios.​
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Global Markets View All
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Mark R. Kiesel
May 2012
Global Credit Perspectives
Back In

​U.S. housing appears to be gradually turning the corner and may be a decent place to put money over the next several years due to improved absolute and relative valuations.

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Ramin Toloui
April 2012
Emerging Markets Watch
The Elusive Equilibrium: How Financial Markets Shape Global Rebalancing

​The nexus between global economic rebalancing and global portfolio rebalancing is central to equilibrium.

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Most Recent Articles
1 day ago Secular Outlook: Policy Confusions & Inflection Points By Mohamed A. El-Erian
2 days ago Equity Investing: From Style Box to Global Unconstrained By Andrew F. Pyne
5 days ago Brazil: Compelling Opportunities for the Long Term By Brigitte Posch
5 days ago Unconstrained Bond: A Flexible Strategy for an Evolving World By Chris Dialynas and Lisa Kim
7 days ago Benchmarking Tail Risk Management By Vineer Bhansali
Broadcasts View All
Bill Gross on CNBC
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