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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.
Blog The Fed's New Guidance: Surprising Is Not Convincing The Fed's New Guidance: Surprising Is Not Convincing The lack of market reaction suggests that many investors are not convinced that the Fed’s new guidance represents any material shift in policy.
Blog Monetary Policy Framework: The Fed Says What, But Needs Help on How Monetary Policy Framework: The Fed Says What, But Needs Help on How Fed officials seek higher inflation but need help from fiscal policymakers.
Economic and Market Commentary Five Characteristics of a Post-COVID World(video) Five Characteristics of a Post-COVID World Big macro events tend to accelerate trends that were already in place, so what will be accelerated by the current crisis? Joachim Fels, Global Economic Advisor, discusses five trends that will likely become characteristics of the post-COVID world.
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.
