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Commentary
Market Insight and Analysis

Market Environment Charts
1Q09 Market Environment Charts
Jan 2009

NFJ Insights & Analysis
NFJ Stays Rooted in Quality, Forgoes Junk Rally
Aug 2009

Nicholas-Applegate Insights & Analysis
Portfolio Manager Insights: Emerging Markets Systematic
Oct 2007

Consumer Demand and Infrastructure Development Drive EM
Jul 2007

Oppenheimer Capital Insights & Analysis
Fight or Flight: Disciplined Investing in Small-Cap Growth
Jul 2009

Opportunities in Small Caps: Jumping on the Bandwidth Wagon
Aug 2007

PIMCO Insights & Analysis
Hope is Not a Retirement Strategy
Oct 2009

Tighter Fairways
Oct 2009

Emerging Financial Markets After the Global Financial Crisis
Aug 2009

Strong Defense Can Keep Cash Investors in the Game
Aug 2009

How to Obtain the Best Exposure to TIPS
Jul 2009

Rising Tide to Choppy Waters
Jul 2009

The Dog that Didn't Bark and the One that Did
Jul 2009

Munis on the Mend, but More Rehab Needed
Jun 2009

Why High-Quality Credit is Attractive Now
Apr 2009

Hope for Housing Pegged to Policy Reform
Mar 2009

U.S. Credit Perspectives: Credit Now, Equities Later
Dec 2008

U.S. Credit Perspectives: Trick or Treat?
Oct 2008

Survival of the Financial Fittest
Aug 2008

Keep Your Seatbelt Fastened
Aug 2008

Crisis and Coherence: Finance Remains Vulnerable
Jul 2008

When Inflation Means Starvation
Jun 2008

How to Best Manage Global Imbalances
Jun 2008

U.S. Credit Perspectives: Slimming Down
May 2008

Why This Crisis is Still Far from Finished
Apr 2008

PIMCO's Scott Simon on Agency Mortgage Backed Securities
Jan 2008

PIMCO's McCray, Cummings on Muni Bond Outlook & Strategy
Nov 2007

PIMCO's Approach to High Yield Bonds
Sep 2007

What Are Corporate Bonds and What Advantages Do They Offer?
Sep 2007

How PIMCO Total Return Fund Has Dealt With Subprime Risk
Aug 2007

U.S. Credit Perspectives: Still Renting
May 2007

Paul Reisz Discusses PIMCO Income Fund
Apr 2007

U.S. Credit Perspectives: A New Era
Mar 2007

PIMCO's Approach to the High Yield Municipal Bond Fund
Aug 2006

Portfolio Manager Q&As
A Triple Threat Position on Income and Growth  
Oct 2009

Demand-Fueled Recovery Has Legs, Manager Says  
Oct 2009

Inside PIMCO's Unconstrained Bond Strategies
Sep 2009

Bob Greer on PIMCO's All Asset Fund
Dec 2008

Chris Dialynas on PIMCO's Unconstrained Bond Fund
Aug 2008

Mark Hudoff on PIMCO's Outlook for High Yield Bonds
Sep 2007

PIMCO's Gomez on the Evolution of EM and Growth of DLM
Jul 2007

Position Papers
Income, Not Assets  
Nov 2009

Putting the Theory of Portable Alpha into Practice
Apr 2006

The Role of TIPS in an Investment Portfolio
Oct 2004

The Limitations of Bond Maturity Ladders
Mar 2004

The Benefits of Active Management
Oct 2002

Product Focus
PIMCO Managers Discuss Global Multi-Asset Strategy
Oct 2008

Local-Currency Debt: A New Approach to Emerging Markets
Oct 2007

PIMCO's Approach to Emerging Local Market Bonds
Jul 2007

PIMCO Income Fund
Jul 2007

PIMCO Income Fund: PIMCO's Approach
Jul 2007

PIMCO All Asset Fund: Adding Zig to a Portfolio that Zags
Jan 2007

RCM Insights & Analysis
The Unconstrained Elegance of Derivatives  
Aug 2009

RCM: The Worst May Be Behind Us
May 2009

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the fund´s prospectus and summary prospectus, if available, which may be obtained by contacting your financial advisor. Click here for a complete list of the PIMCO Funds and Allianz Funds prospectuses and summary prospectuses. Please read them carefully before you invest or send money.

No part of these publications or media appearances may be reproduced in any form, or referred to in any other publication, without express written permission. 

 

This commentary is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies and opportunities. The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market.

 

Cadence Capital Management (CCM), which manages certain Allianz mutual funds, is an independently-owned investment firm.

 

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