In a context of growing uncertainty and volatility, Pimco bets on the resilience of the US Treasury Bonds, identifying in them a strategic opportunity for investors with long -term vision.
After weeks marked by political uncertainty and market volatility, Pacific Investment Management Co. (Pimco) It begins to identify opportunities in the United States Treasury Bond market. According to Mohit Mittal, investment director of the firm for key strategies, the mass sale of US assets has generated levels of performance that, in their opinion, are attractive to investors with a long -term vision.
“The market is too focused on the risk of foreign capital exit, But the possibility of an economic deceleration is not considering sufficiently”Mittal explained in statements to Bloomberg TV. In that context, Pimco believes that American bonds, especially those in the medium and long term, can offer a good entry point.
The comment comes after the 10 -year bond performance exceeds 4.6%, in an accelerated rebound of more than 70 basic points. This rise reflected the tensions caused by the political decisions of President Donald Trump and the growing concern for the macroeconomic stability of the USA.
Pimco has also compared the recent dynamics of US assets with the typical fluctuations of emerging markets, highlighting how abrupt changes in domestic policy are adding an additional layer of risk for investors.
Even so, the firm considers that this volatility has generated unique opportunities. “For investors with patience and a perspective of six to twelve months, these levels could represent a good time to increase exposure to treasure bonds,” Mittal said. According to its analysis, economic growth could be moderated in the next quarters, which would increase the attractiveness of instruments considered refuge as the sovereign bonds of the United States.
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MCO (Pacific Investment Management Company) is one of the world’s largest and most recognized investment managers, specialized mainly for fixed income (bonds). It was founded in 1971 in California and currently has its headquarters in Newport Beach, United States.
Some key points about Pimco:
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Specialization in bonds: Although it offers a wide range of investment products, it is especially known for its active management of sovereign, corporate and structured bonds.
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Asset Management: Manages billions of dollars in assets for institutional clients, governments, pension funds, foundations, and also retail investors.
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Global scope: It has offices in several countries and a strong presence in international financial markets.
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Macroeconomic approach: Its investment philosophy combines global macroeconomic analysis with active selection of assets, which makes it very influential in debt markets.
He was part of the Allianz Group (a German insurer) since 2000. His former most emblematic figure was Bill Gross, known as the “King of Bonds”, although he retired from the firm in 2014.
Source: Ambito
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