Yield Hunting

Yield Hunting

Share this post

Yield Hunting
Yield Hunting
PIMCO Update August 2025 | Valuations Remain Compelling, Downgrade PAXS To Hold. PCN/PTY/PCM Buys

PIMCO Update August 2025 | Valuations Remain Compelling, Downgrade PAXS To Hold. PCN/PTY/PCM Buys

Yield Hunting's avatar
Yield Hunting
Aug 28, 2025
∙ Paid
1

Share this post

Yield Hunting
Yield Hunting
PIMCO Update August 2025 | Valuations Remain Compelling, Downgrade PAXS To Hold. PCN/PTY/PCM Buys
Share

The PIMCO taxables remain a great place to allocate capital as the valuations remain reasonable, or even cheap, NAVs are in a nice place, and yields are compelling. Additionally, we saw a big jump in coverage thanks to the rebound in the US dollar compared to a few months ago.

Coverage Improvement Driven by the US Dollar

Keep reading with a 7-day free trial

Subscribe to Yield Hunting to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Yield Hunting
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share