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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic Outlook Global Central Bank Focus Global Markets Monthly Market Update Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts B C F G I M R S T W ボ Clear Andrew Balls CIO Global Fixed Income Jamil Baz Head of Client Solutions and Analytics Andrew Bosomworth Erin Browne マルチアセット戦略担当ポートフォリオ・マネージャー Libby Cantrill Public Policy Richard Clarida Global Economic Advisor Tony Crescenzi Portfolio Manager, Market Strategist Joachim Fels David Fisher Co-Head of Strategic Accounts, U.S. Global Wealth Management Helen Guo Co-Head of Client Solutions and Analytics, Americas and Asia-Pacific Daniel J. Ivascyn Group Chief Investment Officer Nicola Mai Portfolio Manager, Sovereign Credit Analyst Rene Martel Head of Retirement Emmanuel Roman Chief Executive Officer Jerome M. Schneider Portfolio Manager Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Multi Real Asset Kimberley Stafford Global Head of Product Strategy Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA Richard Thaler シカゴ大学ブース・スクール・オブ・ビジネス 経済学・行動科学専門特別教授 Tiffany Wilding North American Economist グローバル・アドバイザリー・ボード Order By Alphabetical Most Recent
Cyclical outlook Strained Markets, Strong Bonds Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold.
View from the Investment Committee Call to Action: Take Advantage of Today’s Attractive Bond Yields(video) Call to Action: Take Advantage of Today’s Attractive Bond Yields Following a challenging year, value has returned to the bond market, presenting investors with attractive opportunities to generate alpha heading into 2023. Learn more from our Group CIO Dan Ivascyn.
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.
Cyclical outlook Prevailing Under Pressure Prevailing Under Pressure With yields now higher, we believe bonds offer compelling value in this challenging macro environment.
Economic Outlook Building Resilience Amid Global Risks Building Resilience Amid Global Risks PIMCO’s Global Advisory Board discusses the longer-term outlook for geopolitics, inflation, and other macro themes.
