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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic Outlook Global Central Bank Focus Global Markets Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts B C F G I M R S T Clear Andrew Balls CIO Global Fixed Income Jamil Baz Head of Client Solutions and Analytics Andrew Bosomworth Head of Portfolio Management, Germany Erin Browne Portfolio Manager, Multi-Asset Strategies Richard Clarida Former Global Strategic Advisor, 2006-2018 Jan Faller Portfolio Risk Manager, Alternative Investments and Emerging Markets Joachim Fels Global Economic Advisor David Fisher Head of Traditional Product Strategies Helen Guo Quantitative Research Analyst, Client Solutions and Analytics Daniel J. Ivascyn Group Chief Investment Officer Nicola Mai Portfolio Manager, Sovereign Credit Analyst Emmanuel Roman Chief Executive Officer Jerome M. Schneider Head of Short-Term Portfolio Management Geraldine Sundstrom Portfolio Manager, Asset Allocation Richard Thaler Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business Order By Alphabetical Most Recent
Cyclical outlook Dealing With an Inflation Head Fake Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
View from the Investment Committee Preparing Portfolios for Recovery and Growth(video) Preparing Portfolios for Recovery and Growth PIMCO Group CIO Dan Ivascyn discusses why we see positive prospects for growth in 2021, and highlights areas we think stand to benefit as the global economy recovers.
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.
Asset Allocation Outlook Early Cycle Investing: Navigating the Growth Rebound Early Cycle Investing: Navigating the Growth Rebound We see opportunities to invest for economic recovery, while maintaining an emphasis on resilient portfolios.
View from the Investment Committee Reason for Optimism(video) Reason for Optimism Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets – and why we think private credit is a powerful opportunity.
