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Blog Asset Allocation: Following the Cash to Find Quality in Equities Asset Allocation: Following the Cash to Find Quality in Equities In the search for quality, we think focusing on corporate cash balances (too often overlooked by equity investors) is especially important in today’s late-cycle market.
Blog Health Check for Your Asset Allocation: Focus on Quality and Flexibility Health Check for Your Asset Allocation: Focus on Quality and Flexibility The late phase of a business cycle can pose significant challenges to asset allocators. We think the keys to dealing with them are to stay flexible and to focus on quality when structuring a portfolio.
Viewpoints Australian Housing: Continued Declines Weigh on Economy Australian Housing: Continued Declines Weigh on Economy Falling house prices and rising debt-servicing costs may constrain household consumption.
Viewpoints U.S. Housing Shines Bright in Global Economy U.S. Housing Shines Bright in Global Economy Demographics and new housing starts suggest that the U.S. could face a shortage in the near future.
Viewpoints Late, Not Lost: The Economic Drag From the Millennial Generation Late, Not Lost: The Economic Drag From the Millennial Generation The financial challenges facing young adults should not have material long-term implications for housing or the broader economy.
Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Residential Real Estate Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Dr. Sharef is an executive vice president and portfolio manager in the Newport Beach office, focused on asset allocation strategies and the residential real estate market. He is a member of the Americas Portfolio Committee and has served as a rotating member of the Investment Committee. Prior to joining PIMCO in 2011, he worked in the mortgage credit strategists group at Morgan Stanley. He has 11 years of investment and financial services experience and holds a Ph.D. in operations research from Cornell University, specializing in statistics and biometrics. He received an undergraduate degree from Princeton University.
