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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 W ボ Clear Andrew Balls CIO Global Fixed Income Jamil Baz 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 Tony Crescenzi Portfolio Manager, Market Strategist Joachim Fels Global Economic Advisor 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 Head of Short-Term Portfolio Management 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
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.
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.
Asset Allocation Outlook Late-Cycle Strategies Late-Cycle Strategies We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
View from the Investment Committee Seizing Opportunities as Valuations Improve(video) Seizing Opportunities as Valuations Improve Market volatility has lifted bond yields, which can create better long-term investment opportunities and generate higher income. Group CIO Dan Ivascyn discusses how investors can add exposure to areas that have become more attractive.
View from the Investment Committee Guarding Against Inflationary Risks(video) Guarding Against Inflationary Risks Dan Ivascyn, Group CIO, discusses our outlook for inflation and why it still makes sense to protect portfolios from its impact.
