PIMCO: The AI-Driven Productivity Tide May Not Lift All Boats
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Expect the Unexpected
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.
Tariffs Are Here to Stay
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
The Strategic Role of Commodities in Portfolios
by Greg Sharenow, Portfolio Manager, Commodities and Real Assets, PIMCO Despite recent volatility, gold prices are still experiencing…
The Age of Transformation
by Joachim Fels, Andrew Balls, & Daniel J. Ivascyn, PIMCO Summary In the next five years the global…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Collapsing Oil Prices, Not Trade, Pose Biggest Exogenous Risk to Canada’s Economy
by Ed Devlin, Vinayak Seshasayee, Michael Kim, PIMCO While trade policy has dominated headlines, we believe investors should…