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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic and Market Commentary Economic Outlook Global Central Bank Focus Global Markets Monthly Market Update Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts A B C D F I K M S W Clear Tina Adatia Global and Core Fixed Income Product Strategist Andrew Balls CIO Global Fixed Income Justin Blesy Asset Allocation Strategist Andrew Bosomworth Allison Boxer Economist 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 Yishan Cao Credit Research Analyst Kenneth Chambers Fixed Income Strategist Stephen Chang Portfolio Manager, Asia Richard Clarida Global Economic Advisor Pramol Dhawan Portfolio Manager Joachim Fels Daniel J. Ivascyn Group Chief Investment Officer Mark R. Kiesel CIO Global Credit Scott A. Mather Marc P. Seidner CIO Non-traditional Strategies Greg E. Sharenow Portfolio Manager, Commodities and Real Assets Candice Stack Head of Client Management, Americas Kimberley Stafford Global Head of Product Strategy; Responsible for Sustainability Oversight Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA Jamie Weinstein Portfolio Manager, Corporate Special Situations Tiffany Wilding Economist Order By Alphabetical Most Recent
Economic and Market Commentary Two Former Fed Leaders Decode Central Banks: Part 2(video) Two Former Fed Leaders Decode Central Banks: Part 2 In this two-part series, former Fed chairman Dr. Ben Bernanke, who is now a senior advisor at PIMCO, and Dr. Richard Clarida, a former Fed vice chairman who now is PIMCO’s global economic advisor, share policymakers’ playbook for navigating global challenges. For other insights and our latest economic outlook visit: pimco.com/secular. WATCH PART 1
Economic and Market Commentary Two Former Fed Leaders Decode Central Banks: Part 1(video) Two Former Fed Leaders Decode Central Banks: Part 1 In this two-part series, former Fed chairman Dr. Ben Bernanke, who is now a senior advisor at PIMCO, and Dr. Richard Clarida, a former Fed vice chairman who now is PIMCO’s global economic advisor, share policymakers’ playbook for navigating global challenges. For other insights and our latest economic outlook visit: pimco.com/secular. WATCH PART 2
Economic and Market Commentary Targeting Relative Value Opportunities(video) Targeting Relative Value Opportunities Learn where we’re finding interesting opportunities across and within asset classes, with Erin Browne, asset allocation portfolio manager, and Justin Blesy, asset allocation strategist. More from this Asset Allocation Outlook
Economic and Market Commentary Three Themes Investors Need to Know(video) Three Themes Investors Need to Know Watch PIMCO experts discuss the three macro themes investors should watch for throughout the rest of 2023. Find out what this means for fixed income and investors
Economic and Market Commentary History Rhymes: Preparing for an Imminent Recession(video) History Rhymes: Preparing for an Imminent Recession Studying over 70 years of data lead us to believe that a recession may be imminent. Watch PIMCO Economist Tiffany Wilding discuss the economic implications of rising interest rates, and why investors may do well to stay invested in bonds.