Carry and Trend in Lots of Places

Results of an extensive empirical study by PIMCO portfolio managers covering 20 major markets across four asset classes confirm that favorable trend and carry leads to significantly better returns.

The Credit Analysis Process

Credit offers a broad range of investment opportunities. But in today’s low yield environment, an active and integrated investment approach is critical.

Three Reasons the Dollar Should Stay Strong (as appeared in Barron’s)

Although some market observers question whether the dollar’s rally as run its course, Scott Mather explains why PIMCO doesn’t think so.

Arnott on All Asset

Rob Arnott discusses the dark side of bull markets, the bright side of bear markets and why he believes now is the time to ramp up inflation hedges.

Global Monthly Update

A review of the market-moving events across countries and asset classes and our outlook for what’s ahead.