The economic outlook remains challenging, but we believe higher yields contribute to a compelling case for bonds.
Higher energy prices may prompt more investment in energy transition technologies, but we expect periods of volatility and vulnerability along the path to a greener future.
PIMCO’s most recent Secular Forum flagged key drivers of change, as Joachim Fels, Andrew Balls, and Daniel J. Ivascyn report
The global economy is in a mid-cycle expansion – and what is likely a transitory spike in inflation. In 2022, we expect growth to moderate to a still above-trend pace. Get an inside look at where we see opportunities and the potential impact of longer-term disruptions.