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Economic and Market Commentary Asset Allocation Strategy: Risk-Off, Yield-On (video) Asset Allocation Strategy: Risk-Off, Yield-On Against a challenging macroeconomic backdrop, markets may be moving away from a world where equities rule – into one where high quality bonds are relatively more attractive. More from this Asset Allocation Outlook
Asset Allocation Outlook Risk-Off, Yield-On Risk-Off, Yield-On With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
Economic and Market Commentary Three Ways to Help Hedge Inflation Risk(video) Three Ways to Help Hedge Inflation Risk There are many ways to help make portfolios more resilient to inflation: We highlight three attractively priced inflation hedges now: EM currencies, green energy and real estate. More from this Asset Allocation Outlook
Economic and Market Commentary Does the 60-40 Portfolio Still Make Sense?(video) Does the 60-40 Portfolio Still Make Sense? In this uncertain environment with increased inflation risk, portfolio construction will be key going forward, and we think investors should consider expanding the number of diversifiers in their portfolios. More from this Asset Allocation Outlook
Asset Allocation Outlook Late-Cycle Strategies Late-Cycle Strategies We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Multi Real Asset 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 and multi-real-asset 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 14 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.
