PIMCO

From origination to exit, PIMCO’s asset-based finance (ABF) strategy delivers institutional strength. Explore how our ecosystem, data intelligence, and market-tested experience offer a steady hand in today’s complex environment. https://pim.co/ctqpsmk0

The ongoing government shutdown has left policymakers and markets without timely labor and inflation data. Economist Tiffany Wilding explains why we could see a more measured approach from the Fed – and heightened market sensitivity to any signals. https://pim.co/jl0ao8w6

Driven by the metal’s rapid price appreciation since 2022, gold holdings as a share of global foreign exchange reserves have overtaken U.S. Treasuries for the first time since 1996. Central bank buying (including China and India), ETF inflows, and the Federal Reserve’s easing cycle have supported gold prices, while concerns around U.S. deficits, de-dollarization, and geopolitical realignment are driving interest in gold as a diversifier. #ChartingPerspectives

Core bonds are built for resilience – and they’re doing more than just balancing portfolios. In today’s unpredictable markets, investors need strategies that can adapt and endure. With global diversification, a high-quality focus, and active alpha potential, PIMCO’s Total Return approach is built to help investors stay resilient through change. Led by Mohit Mittal, CIO Core Strategies, and a team of seasoned portfolio managers, the strategy reflects years of thoughtful evolution and dynamic positioning. Hear why portfolio managers Mohit Mittal and Sachin Gupta are excited about the global opportunity set – and how the team is navigating the shifting landscape. https://pim.co/vqglg4s4

Fixed income holds powerful potential for active managers. Marc Seidner, CIO Non-traditional Strategies, explains how we start with attractive yields, layer in alpha opportunities and global diversification to build well-diversified portfolios across public and private markets: https://pim.co/d7puzxcj

Gold has performed on par with the S&P 500 over the last decade – but still lags one chart-topping category in this era. Join Head of Commodities and Real Assets Greg Sharenow, host Gregory Hall and Account Manager Brady Morrison, CFA on a new episode of the Accrued Interest podcast. They’ll unpack the latest on this headline-grabbing commodity, explain the momentum behind its meteoric rise, and examine how AI is reshaping energy demand more broadly. Listen on Spotify: https://pim.co/i6d57j9r Listen on Apple: https://pim.co/s52gb513

Last week’s Boston Celtics season opener marked more than just the beginning of a new season—it was the launch of a partnership we’re incredibly proud of. From the energy on the court to the ribbon cutting of the PIMCO Parquet Club, it was a celebration of shared values, bold ambition, and the power of collaboration. Excited for what lies ahead in the 2025/2026 season! #Celtics #PartnersInPerformance

October’s Fed meeting emphasized caution. The 25-bp cut was expected, but Powell stressed December is “not a foregone conclusion.” The Fed is ending QT and freezing its balance sheet amid volatility in money markets. Policy path for 2026? Potentially slower, more deliberate. Read economist Tiffany Wilding commentary for more insights. https://pim.co/z2j90n37

A milestone worth celebrating! Congratulations on 30 years of impact and many more ahead. We're honored to be part of the journey.