At PIMCO, we know that information is key to making successful investment decisions. Our investment education series covers a range of themes, including fundamental financial concepts, timely global investment strategies and macroeconomic trends.

Asset Allocation

Allocating across a broad range of global sectors and asset classes can help enhance return potential and moderate overall portfolio volatility. Yet, even portfolios that are well-diversified may not be positioned to adequately cushion market volatility. Learn about our risk-factor-based approach to asset allocation and the factors that investors should consider when deciding where to invest.

Related Materials
         
The Benefits of a Diversified Bond Portfolio (pdf)
 
Prepare for Economic Changes with a Broader Allocation (pdf)
         
Understanding Risk Factor Diversification (pdf)
 
Stepping Up the Risk/Reward Spectrum (pdf)
         
Asset Class Diversification Is Not the Same as Risk Factor Diversification (pdf)
 
         
Bonds

Bonds offer the potential for regular income, preservation of capital and portfolio diversification, and can also serve as a hedge against riskier asset classes, particularly in times of economic uncertainty. Learn about the benefits of a diversified global bond portfolio and the broad array of sectors from which investors can choose.

Related Materials
         
Everything You Need to Know About Bonds (pdf)
 
The Benefits of a Diversified Bond Portfolio (pdf)
         
Stepping Up the Risk/Reward Spectrum (pdf)
 
Prepare for Economic Changes with a Broader Allocation (pdf)
         
Understanding Duration (pdf)
 
Understanding Treasury Inflation-Protected Securities (TIPS) (pdf)
         
Not All Commodity Indexes Are Alike (pdf)
 
Putting Bonds to Work (pdf)
       
Bonds for Income (pdf)
 
Expand your Potential with Global Bonds (pdf)
Equities

Equities have offered attractive long-term returns relative to other asset classes and can provide balance in an overall portfolio. Learn about some of the risks and opportunities as well as PIMCO’s unique strategies for investing in this global asset class.

Related Materials
         
Stepping Up the Risk/Reward Spectrum (pdf)
 
Prepare for Economic Changes with a Broader Allocation (pdf)
         
Volatility

Understanding the impact that volatility and severe market shocks can have on long-term returns, and planning accordingly, should be an important consideration in investment decision-making. Learn how investors can proactively guard their portfolios against these risks and their potentially disastrous outcomes.

Related Materials
         
Understanding Tail Risk (pdf)
 
Stepping Up the Risk/Reward Spectrum (pdf)
         
Understanding Risk Factor Diversification (pdf)
 
Tail Risk: The Cost of Recovery (pdf)
         
The Benefits of a Diversified Bond Portfolio (pdf)
 
Prepare for Economic Changes with a Broader Allocation (pdf)
         
Inflation

Over time, inflation erodes investment returns and reduces the purchasing power of savings, posing a significant threat to long-term financial goals. Inflation can also spike unexpectedly, defying the predictions of even the most seasoned professionals. Learn about the historical impact of inflation and ways investors can hedge their portfolios against this threat.

Related Materials
         
Even Modest Inflation Can Erode Purchasing Power (pdf)
 
Inflation in a Historical Context (pdf)
         
Understanding Treasury Inflation-Protected Securities (TIPS) (pdf)
 
How Fed Policy Affects TIPS (pdf)
         
Prepare for Economic Changes with a Broader Allocation (pdf)
     
         
Investment Education