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PIMCO experts discuss the secular trends that have the potential to disrupt the global economy, financial markets and investors’ portfolios over the next several years.
For more insights on developments that could move economies and markets, see our recent Secular Outlook, “Dealing With Disruption.”
Global and Core Fixed Income Product Strategist
Global Economic Advisor
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.
We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
Active global bond funds distributed in Europe, Asia and Africa have outperformed their passive peers.
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