PIMCO

Will tariffs remain a permanent fixture in global trade? Even if the Supreme Court rules against IEEPA tariffs, the president still has broad authority to impose duties under other laws. Dive into the implications in the latest Macro Signposts: https://pim.co/v6p3p8iw

The opportunity to propel your asset management career with PIMCO’s exceptional MBA graduate internship is calling – apply here: https://pim.co/7lmn093o

Emerging market (EM) pension assets are only about 10% of GDP, versus about 95% in developed markets, highlighting a vast growth opportunity. This gap is poised to shrink as EM countries adopt funded, defined contribution models, expand coverage to more workers, raise retirement ages, and implement capital market reforms. These changes are channeling more mandatory savings into pension systems, expanding participation, and strengthening investment options. #ChartingPerspectives

PIMCO’s mission is simple: deliver for our clients. Learn how Wells Fargo helps us build resilient portfolios for the long term. 👇 Explore the full story here.

#AI is moving from theory to real-world impact. LLMs are boosting productivity and creating new revenue, as tech giants build for billions. Can growth keep up? Economist Tiffany Wilding discusses in her latest Macro Signposts, “The Economics of AI Scale.” https://pim.co/qakn0nr9

While public faith in the euro is rising, the continent risks falling further behind in the global tech race. The AI investment gap with the U.S. is widening, and Europe’s open economy is increasingly vulnerable to global trade shocks and policy uncertainty. Fiscal cracks are visible, with spreads between core and periphery countries stubbornly wide. Can Europe break out of its low-growth, low-inflation trap, or will it settle for stability at the cost of dynamism? The next decade will test whether unity and incremental reform are enough – or if bold action is overdue. #ChartingPerspectives

🎙️ New Podcast Episode: Macro, Markets and Musical Metaphors 🎙️ Cameron Dawson, CFA, CIO of NewEdge Wealth, joins PIMCO’s Accrued Interest podcast to tackle tough questions: ✔️ Is the "everything rally" turning complacent? ✔️ Are today’s leading indicators still reliable? ✔️ Amid these signals, what should investors do? Get the answers and hear why you need to be a multi-handed strategist in today's market. Stream the full conversation here: Listen on Apple: https://pim.co/i4bd0ef4 Listen on Spotify: https://pim.co/nj6w38in

Gold’s rally has captured the headlines. Is there more to the story? Greg Sharenow, portfolio manager, explains why long-term macro forces support pairing gold with a broader commodities allocation – for both diversification and return potential. Read Now> https://pim.co/m4xehsgx

Attractive yields, global diversification, and target-rich credit sectors have made 2025 a banner year for fixed income. Group CIO Dan Ivascyn explains why bonds are poised to outshine equities and cash, and where the next big opportunities are emerging. Watch now> https://pim.co/rot5wlz9

Optimize your internship experience through PIMCO – a leading global investment firm now offering exceptional professional experience in an immersive learning environment. Get the details and apply here: https://pim.co/7mgc68qe