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Economic and Market Commentary 5 Macroeconomic Consequences of Reaching for Resilience(video) 5 Macroeconomic Consequences of Reaching for Resilience Disruption and uncertainty are likely to persist over the next five years, creating macro consequences that will have implication for investors. READ THE OUTLOOK
Economic and Market Commentary Recession Risks are Rising(video) Recession Risks are Rising In a volatile environment that’s too hot in terms of inflation and too cold in terms of growth, it wouldn’t take much of a shock to push us into recession – but PIMCO thinks the next recession is likely to be relatively shallow. READ THE OUTLOOK
Secular Outlook Reaching for Resilience Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years.
Blog Secular Outlook Key Takeaways: Reaching for Resilience Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
Economic and Market Commentary Central Bank Action: Inflation or Growth?(video) Central Bank Action: Inflation or Growth? With headline inflation at nearly 8% in the U.S. and likely to move higher in the near term, the Fed and other central banks around the world seem focused on slaying the inflation dragon first and focusing on growth later. READ THE OUTLOOK
Joachim Fels Global Economic Advisor Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Fels is a managing director and global economic advisor based in the Newport Beach office. He is a member of the Investment Committee and leads PIMCO's Secular Forum. Prior to joining PIMCO in 2015, he was global chief economist at Morgan Stanley in London. Previously he was an international economist at Goldman Sachs and a research associate at the Kiel Institute for the World Economy. He has 35 years of macro research experience and holds a diploma in international studies from the Johns Hopkins University School of Advanced International Studies in Bologna, Italy; a master's degree in economics from Universität des Saarlandes in Saarbrücken, Germany; and an undergraduate degree from Christian-Albrechts-Universität in Kiel, Germany.
