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Cyclical outlook Bounded Optimism on the Global Economy Bounded Optimism on the Global Economy Vaccinations and fiscal support should lift the global economy in 2021, but several risks call for careful portfolio positioning.
Blog Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy Global output and demand are likely to rebound strongly in 2021, but we see risks that call for careful portfolio positioning.
Economic and Market Commentary Economic Disruptors and Swing Factors(video) Economic Disruptors and Swing Factors The pandemic has amplified and accelerated four secular disruptors, and two key swing factors that could produce upside or downside surprises. We believe that being prepared is vital to investment success over the next three to five years.
Secular Outlook Escalating Disruption Escalating Disruption The pandemic has amplified long-term disruptors, making credit selection and alpha generation increasingly important.
Blog Secular Outlook Takeaways: Escalating Disruption Secular Outlook Takeaways: Escalating Disruption The COVID shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
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 quarterly Cyclical as well as the Secular Forum process. 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 33 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.
