Investment Education Resources

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Allocating across a broad range of global sectors and asset classes can help enhance return potential and moderate overall portfolio volatility. Learn about our risk-factor-based approach to asset allocation and the factors that investors should consider when deciding where to invest.

The Benefits of a Diversified Bond Portfolio

See how the year-to-year movement of the bond markets demonstrate the importance of maintaining a diversified portfolio.

The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

Risk factor diversification

Traditional portfolio construction approaches, which focus on asset class diversification, may fall short of investors’ goals. A more efficient diversification strategy may be to allocate across the underlying “risk factors.”

The chart depicts examples of how hedging effectiveness varies depending on market scenario. It outlines most effective and least effective environment for correlation-based hedges (long Treasuries, trend following, alternative risk premia) and direct hedges (tail risk).

Hedging for Different Market Scenarios

A look at specific strategies, and their trade-offs, for diversifying equity risk.

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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.

Sustainable Investing: Understanding ESG in Bonds

As investors, we believe ESG fixed income – or bonds – could soon rise to a place of leadership in sustainable investing.

The Benefits of a Diversified Bond Portfolio

See how the year-to-year movement of the bond markets demonstrate the importance of maintaining a diversified portfolio.

Putting bonds to work

An overview of the potential benefits of bonds, including income, diversification, price appreciation and steadier returns.

Duration

Most bond investors know that interest rate changes can affect the value of their fixed income holdings. How a bond or bond portfolio’s value is likely to be impacted by rising or falling rates is best measured by duration.

Corporate Bonds

After government bonds, the corporate bond market is the largest section of the global bond universe. With a vast array of maturities, yields and credit quality available, investing in corporate bonds has the potential to provide higher yields than government bonds and diversification benefits for investors.

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Complementary asset classes and investment strategies can potentially provide an overall risk and reward balance in a portfolio over the long term. Explore these select topics to learn more about the ever-expanding range of investment choices available today.

Sustainable Investing: Understanding ESG in Bonds

As investors, we believe ESG fixed income – or bonds – could soon rise to a place of leadership in sustainable investing.

Understanding Preferred Securities

Traditional preferred securities (“preferreds”) are fixed-income investments with equity-like features mainly issued by large banks and insurance companies.

Understanding Alternatives’ Speak

A glossary of terms to help guide investors through the key terms used in the private alternatives space.

The Benefits of Staying Invested

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course.

Measuring closed-end fund performance: Net Asset Value (NAV) versus Market Price

Learn how the more complex structure of closed-end funds can provide access to potentially higher-yielding segments of the market than more conventional open-end funds.

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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.

Risk factor diversification

Hedging for Different Market Scenarios

A look at specific strategies, and their trade-offs, for diversifying equity risk.

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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.

Inflation in a Historical Context

Learn how inflation spikes over the last century have demonstrated a need for inflation-hedged portfolios.

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Economic and Market Commentary
Investment Strategies
Viewpoints

Experts

Clear

Sara Adjir

Portfolio Manager

Berdibek Ahmedov

Product Strategist

Joshua Anderson

Portfolio Manager, Asset-Backed Securities

Kodjo Apedjinou

Quantitative Research Analyst

Yacov Arnopolin

Portfolio Manager, Emerging Markets

Robert Arnott

Founder and Chairman, Research Affiliates

Andrew Balls

CIO Global Fixed Income

Jamil Baz

Head of Client Solutions and Analytics

Peder Beck-Friis

Economist

Arnaud Benahmed

Portfolio Manager

Michael Biemann

Fixed Income Strategist

Justin Blesy

Asset Allocation Strategist

Meredith Block

ESG Research Analyst

Global Advisory Board

Andrew Bosomworth

Allison Boxer

Economist

David L. Braun

Portfolio Manager

Jelle Brons

Portfolio Manager, Global and U.S. Investment Grade Credit

Nathaniel Brown

Director of the PIMCO Foundation

Erin Browne

Portfolio Manager, Asset Allocation

Lorenzo Brunelli

Fixed Income Strategist

Esteban Burbano

Fixed Income Strategist

Grover Burthey

Portfolio Manager, ESG

Julie P. Callahan

Libby Cantrill

U.S. Public Policy

Yishan Cao

Credit Research Analyst

Kenneth Chambers

Fixed Income Strategist

Rick Chan

Portfolio Manager, Global Macro Hedge Fund Strategies

Michael Chandra

Head of U.S. Public Client Practice

Stephen Chang

Portfolio Manager, Asia

Devin Chen

Portfolio Manager, Commercial Real Estate

Gang Chen

Nathan Chiaverini

Barbara Clancy

Head of PIMCO Latin America and the Caribbean

Richard Clarida

Global Economic Advisor

Mathieu Clavel

Portfolio Manager, Alternative Credit

Giovanni Companioni

Tony Crescenzi

Portfolio Manager, Market Strategist

Josh Davis

Global Head of Risk Management

Harin de Silva

Portfolio Manager, Special Situations

Mukundan Devarajan

Quantitative Research Analyst

Andrew DeWitt

Portfolio Manager, Commodities

Pramol Dhawan

Portfolio Manager

Fabian Dienemann

Quantitative Research Analyst

Matt Dorsten

Portfolio Manager, Quantitative Strategy

Jason Duko

Portfolio Manager

Marissa Dyrdahl

Product Strategist

Simon Fan

Joachim Fels

David Forgash

Portfolio Manager

Cristian Fuenzalida

Preeyam Gandhi

Strategist

Subhash Ganga

Portfolio Manager, Asia Emerging Markets

Courtney Garcia

Max Gelb

Product Strategist

Normane Gillmann

Quantitative Research Analyst

Nick Granger

Portfolio Manager, Quantitative Analytics

Adam Gubner

Portfolio Manager, Distressed Debt

Helen Guo

Co-Head of Client Solutions and Analytics, Americas and Asia-Pacific

Munish Gupta

Portfolio Manager

Lewis Hagedorn

Portfolio Manager, Commodities

Michael Haigh

Commodities and Real Assets Economist

Mahmoud Hajo

Co-Head of Client Solutions and Analytics – Americas and Asia-Pacific

Erol Hakanoglu

Senior Advisor, Client Solutions and Analytics

David Hammer

Portfolio Manager

Lloyd Han

Client Solutions and Analytics

Brendan Hanley

Credit Analyst

Jeff Helsing

Dan Hwang

Credit Analyst

Daniel H. Hyman

Portfolio Manager

Daniel J. Ivascyn

Group Chief Investment Officer

Mark R. Kiesel

CIO Global Credit

Erica Kinsella

Product Strategist, ESG Strategies

Sean Klein

Head of Client Business Strategy – Client Solutions and Analytics

Brian Koscielak

Fixed Income Strategist

Kristofer Kraus

Portfolio Manager

Bryan Lazarus

Strategist

Annisa Lee

Head of Credit Research, Asia Pacific

Lillian Lin

Portfolio Manager, Investment Grade Credit

Matthew Livas

Nicola Mai

Portfolio Manager, Sovereign Credit Analyst

Jason Mandinach

Head of Alternative Credit and Private Strategies

Rene Martel

Head of Retirement

Samuel Mary

ESG Research Analyst

Scott A. Mather

Kyle McCarthy

Alternative Credit Strategist

Lalantika Medema

Alternative Credit Strategist

Mohit Mittal

CIO Core Strategies

James Moore

Alfred T. Murata

Portfolio Manager, Mortgage Credit

John Murray

Portfolio Manager, Global Private Real Estate

Paul Murray

Founder, Paul Murray Consulting

Vijendra Nambiar

Product Strategist, Pension and Investment Solutions

Rama S. Nambimadom

Melissa Navas

Abhijeet Neogy

Portfolio Manager

Andrew Nowobilski

Quantitative Research Analyst

Lorenzo Pagani

Portfolio Manager

Rick Pagnani

Niels K. Pedersen

Quantitative Research Analyst, Asset Allocation Research

Tapio Pekkala

Sonali Pier

Portfolio Manager, Multi-Sector Credit

Gavin Power

Chief of Sustainable Development and International Affairs

William Quinones

Product Strategist

Lupin Rahman

Portfolio Manager

German Ramirez

Client Solutions and Analytics

Neal Reiner

Product Strategist, Alternative Credit

Graham A. Rennison

Quantitative Portfolio Manager

Juan Rojas

ESG Research Analyst

Chris Santore

Quantitative Strategies

Steve Sapra

Senior Advisor

Jerome M. Schneider

Portfolio Manager

Marc P. Seidner

CIO Non-traditional Strategies

Vinayak Seshasayee

Portfolio Manager

Emmanuel S. Sharef

Portfolio Manager, Asset Allocation and Multi Real Asset

Greg E. Sharenow

Portfolio Manager, Commodities and Real Assets

Masoud Sharif

Quantitative Research Analyst

Wade Sias

Strategist

Kent Smith

Kimberley Stafford

Global Head of Product Strategy; Responsible for Sustainability Oversight

Jason R. Steiner

Portfolio Manager, Private Lending and Opportunistic Strategies

Christian Stracke

President, Global Head of Credit Research

Geraldine Sundstrom

Portfolio Manager, Asset Allocation, EMEA

Kate Tan

Aaditya Thakur

Portfolio Manager, Australia and Global

Ashish Tiwari

Product Strategy, Asia-Pacific and Hedge Funds

François Trausch

CEO and CIO of PIMCO Prime Real Estate

Jerry Tsai

Client Solutions and Analytics

Matt Tuten

Portfolio Manager

Konstantin Veit

Portfolio Manager, European Rates

Stephania Vielma

Stefan von Martial

ESG Product Strategist

Megan Walters

PIMCO Prime Real Estate

Jamie Weinstein

Portfolio Manager, Corporate Special Situations

Paul-James White

Portfolio Manager

Tiffany Wilding

Economist

Andrew T. Wittkop

Portfolio Manager, Treasuries, Agencies, Rates

Jerry Woytash

Portfolio Manager, Short-Term Desk

Kirill Zavodov

Portfolio Manager, Real Estate

Angie Zheng

Quantitative Research Analyst

Alex Zhou

Credit Research Analyst

PIMCO

Avi Tillu

Portfolio Manager, Hedge Fund Strategies

Mike Cudzil

Portfolio Manager

Chris Brightman

Chief Executive Officer and Chief Investment Officer, Research Affiliates

Ben Bernanke

Chair, Global Advisory Board

Stuart Graham

Head of PIMCO Canada

Vinicius Silva

Portfolio Manager, Emerging Markets

Seray Incoglu

Portfolio Manager, Commercial Real Estate

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In Depth

PIMCO’s Capital Market Assumptions

Cyclical outlook

Diverging Markets, Diversified Portfolios

With the paths of major economies poised to diverge, we believe it is critical to actively seek out investment opportunities globally.

Viewpoints

Opportune Time for High-Quality Global Bonds(video)

Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.

Viewpoints

Today’s Historic Opportunity in Actively Managed Bonds(video)

David Braun, Portfolio Manager, discusses why today's starting yields and cooling inflation create a compelling case for investors to enter the bond market and the important role active managers play.

Economic and Market Commentary

Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications

This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.

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Investment Education

Investment Education Resources

The Benefits of a Diversified Bond Portfolio

The Benefits of Staying Invested

Risk factor diversification

Hedging for Different Market Scenarios

Sustainable Investing: Understanding ESG in Bonds

The Benefits of a Diversified Bond Portfolio

Putting bonds to work

Duration

Corporate Bonds

Sustainable Investing: Understanding ESG in Bonds

Understanding Preferred Securities

Understanding Alternatives’ Speak

The Benefits of Staying Invested

Measuring closed-end fund performance: Net Asset Value (NAV) versus Market Price

Risk factor diversification

Hedging for Different Market Scenarios

Inflation in a Historical Context

PIMCO’s Capital Market Assumptions

Diverging Markets, Diversified Portfolios

Opportune Time for High-Quality Global Bonds(video)

Today’s Historic Opportunity in Actively Managed Bonds(video)

Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications

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