Group CIO Dan Ivascyn discusses the factors that typically cause volatility to increase at year-end, but says we likely won’t see a repeat of the level of volatility that roiled financial markets at the end of last year. For an extended discussion of our views on investing in the current environment, please watch the latest “View From the Investment Committee” video with Group CIO Dan Ivascyn. WATCH NOW
Blog An Employment Priority: Women Reentering the Workforce Are Pivotal to U.S. Economic Recovery One year since the inception of one of the most severe recessions in modern history, women’s engagement in the labor force is crucial to the economic recovery.
Blog Implications of China’s Credit Curtail China’s economy should see a soft landing as stimulus is reduced, but the drag on global growth may place a burden on developed economies to keep stimulus taps open for longer.
Blog Valuing Diverse Perspectives As International Women’s Day approaches, three PIMCO executives share their perspectives on diversity in the workplace.
Blog Fiscal Spending Could Cause a U.S. Growth Spike – Compounding Investors’ Concerns on Inflation A large fiscal package geared toward pandemic relief will likely boost U.S. growth even further in 2021, but long-term inflationary risks are still balanced.
Viewpoints Emerging Markets Asset Allocation: Investing Into the Upswing Accelerating global economic growth, abundant liquidity, and attractive relative valuations suggest strong potential returns ahead, warranting a larger allocation toward emerging markets investments.
Blog Fixed Income: Low Yields Don’t Tell the Whole Story Bonds continue to offer numerous benefits and potential for appreciation.
Viewpoints A Phased Market Recovery as Liquidity and Fundamentals Return The COVID-19 pandemic pummeled financial markets, but liquidity and fundamentals are coming back.
In Depth Lessons From the March 2020 Market Turmoil Markets largely held up in last year’s liquidity crunch, but we believe policymakers should address a few soft spots.