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"PIMCO Cyclical Outlook - Compounding Opportunity"

Following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.

In PIMCO’s January 2026 Cyclical Outlook, Compounding Opportunity, investment leaders explain why resilient growth, AI-driven divergence and stretched risk-asset valuations are reshaping the opportunity set - and why high-quality fixed income is once again central to portfolio construction.

TAKEAWAYS:

• Bonds present compelling and durable opportunities
• Global diversification can help mitigate portfolio risks
• Careful investment selection is key in a late-cycle credit environment

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