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Insights Overview Summary
PIMCO’s investment professionals are among the most respected thought leaders in the investment management industry, providing insight and cutting-edge analysis across asset classes, regions, investment styles, policy and economics. Their regular publications offer a window into the philosophy that underpins PIMCO’s proven investment process.
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May 2017 Key inflection points for emerging markets

Yacov Arnopolin

Portfolio manager Yacov Arnopolin discusses where PIMCO sees value in emerging markets and highlights the key inflection points for 2017.
May 2017 Broken Phillips Curve a Symptom of Lower U.S. Inflation Expectations

Jeremie Banet, Spyros Michas

We believe the Phillips curve framework is doing a poor job at forecasting inflation.
May 2017 The Sources, Benefits and Risks of Leverage

Joshua Anderson, Ji Li

When evaluating investment strategies it’s critical to understand the nature of the leverage being used.
May 2017 ESG in Action: Evaluating European Utilities

Christian Schuetz

Why understanding Environmental, Social and Governance (ESG) factors is critical for credit analysis of European utilities.
April 2017 Brighter Outlook for Commodities Suggests a Fresh Look at Investment Benefits and Risks

Greg E. Sharenow

Though uncertainties remain, we have a broadly positive outlook for commodities in the next year.
March 2017 Capital Securities: A Rare Source of Yield for European Insurers

Flavio Carpenzano, Francisco Sebastian

We explain the role that capital securities can play in insurers’ portfolios.
March 2017 European Banking Outlook: The Storm Has Passed

Philippe Bodereau, Flavio Carpenzano

Why Europe’s banks may be on a sounder footing in 2017.
February 2017 Bonds Are Different​

James Moore

​​The case for active management in fixed income investing is strong.​
February 2017 The Rise of Drawbridge Capitalism

Gene Frieda

The popular backlash against sub-par economic outcomes is giving rise to a form of economic nationalism known as "drawbridge capitalism."
January 2017 Canada's 2017 Economic Outlook: A Tale of Two "Tails"

Ed Devlin

Investors need to prepare for more extreme economic outcomes – both good and bad.
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All material contained on the Exchange-Traded Funds section of this website is purely for informational purposes only and is not intended as investment advice. Investors should seek financial advice before making any investment decisions.

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