Critical insights for the next 12 months
Uncertainty defined 2025. Unexpected geopolitical shocks roiled markets and drove volatility, yet the global economy proved resilient in the face of U.S. tariffs, and risk assets performed strongly despite mounting concerns. What will the next 12 months bring? In this collection of insights, PIMCO examines the key forces that will likely shape markets in 2026 – and where fixed-income investors may find opportunity.
Compounding opportunity
After global growth withstood tariff pressures in 2025, the near-term outlook appears strong. Find out what investors can expect from key economies and markets and where the right fixed income opportunities lie.
Charting the year ahead: Investment ideas for 2026
Marc Seidner, CIO of Non-Traditional Strategies at PIMCO, explores the opportunities across equities, bonds, credit, and commodities with the potential to offer investors resilience and diversification.
Unlocking value in 2026
From public credit to private credit, Group CIO Dan Ivascyn breaks down where value has re-emerged – and how disciplined selectivity and embracing complexity can help investors navigate the year ahead.
Geopolitics: Europe’s place on the global stage
Geopolitics is reshaping the economic landscape quickly. join PIMCO’s experts and special guests as they dive into the key topics that matter – offering informed perspectives and real-world insights, all through a European lens.
Calculating the active advantage in fixed income
Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes. In the current market environment this may be a decisive move for investors’ portfolios.