iA CONNECTED

"Further disinflation and the potential for a faster cutting cycle should, in our view, raise the prospects for a soft landing." — Alfred Murata, PIMCO

"In our base case, we see a weakening of the U.S. economy in late summer or fall that will likely prompt the Fed to pause rate hikes past July." — Alfred Murata, PIMCO

"We continue to favor US duration as nominal rates remain higher relative to other developed nominal rates remain higher relative to other developed countries." — Alfred Murata, PIMCO

"We expect a modest recession in the near-term across developed markets as central banks continue to battle inflation, yet uncertainty remains." — Alfred Murata, PIMCO

"The portfolio’s duration strategies contributed to performance in January, specifically, the Fund’s exposure to US duration as rates fell in this market." — Alfred Murata

"Risk appetite declined in December as hawkish central bank rhetoric persisted and concerns surrounding economic growth burgeoned." — Alfred Murata

PIMCO’s Outlook and Monthly Income Fund Canada Update Event Takeaways