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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 A B C D F G I K M P R S T W Clear Mike Amey Emily Y. Au-Yeung Credit Analyst Andrew Balls CIO Global Fixed Income Jamil Baz Head of Client Solutions and Analytics Andreas Berndt Portfolio Manager, Euro Investment Grade Credit Ryan P. Blute Head of Global Wealth Management, Europe Adam Bowe Portfolio Manager, Fixed Income, Australia 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 Richard Clarida Former Global Strategic Advisor, 2006-2018 Tony Crescenzi Portfolio Manager, Market Strategist Ed Devlin Head of Canadian Portfolio Management Jan Faller Portfolio Risk Manager, Alternative Investments and Emerging Markets Joachim Fels Global Economic Advisor David Fisher Head of Traditional Product Strategies Michael A. Gomez Helen Guo Quantitative Research Analyst, Client Solutions and Analytics Daniel J. Ivascyn Group Chief Investment Officer Tadashi Kakuchi Portfolio Manager, Japanese Bonds Mark R. Kiesel CIO Global Credit Nicola Mai Portfolio Manager, Sovereign Credit Analyst Tomoya Masanao Head of PIMCO Japan Scott A. Mather CIO U.S. Core Strategies Isaac Meng Portfolio Manager, Emerging Markets Mohit Mittal Portfolio Manager, Liability Driven Investment and Credit Lorenzo Pagani Head of European Government Bond Portfolio Management Lupin Rahman Head of EM Sovereign Credit Emmanuel Roman Chief Executive Officer Jerome M. Schneider Head of Short-Term Portfolio Management Geraldine Sundstrom Portfolio Manager, Asset Allocation 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 Eve Tournier Head of European Credit Portfolio Management Taosha Wang Credit Research Analyst Order By Alphabetical Most Recent
View from the Investment Committee On Path to Recovery, Patience is Key On Path to Recovery, Patience is Key Group CIO Dan Ivascyn discusses how PIMCO is navigating market volatility, and how patient, risk-aware investors may benefit from attractive opportunities emerging in higher-quality fixed income.
Cyclical outlook Looking Beyond the Many Recessions Looking Beyond the Many Recessions Major economies are contracting, but extraordinary policy responses could limit severe recessions to this year.
Cyclical outlook From Hurting to Healing From Hurting to Healing Our baseline economic forecast is a U-shaped global recovery, but substantial unknowns remain.
Behavioral Insights Combating Groupthink in PIMCO’s Process Combating Groupthink in PIMCO’s Process Group CIO Dan Ivascyn talks about how PIMCO’s Investment Committee works to avoid groupthink with the ultimate goal of making better decisions on behalf of our clients.
Asset Allocation Outlook Prolonging the Expansion Prolonging the Expansion We discuss portfolio positioning for our outlook of economic momentum recovering in 2020, but with certain risks at elevated levels.
