Blog Inflation Outlook: Relatively Range‑Bound Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term. For an extended discussion of our outlook for growth and inflation in 2021, as well as the opportunities we see in markets as the global economy recovers, please watch, "Preparing Portfolios for Recovery and Growth," with Group CIO Dan Ivascyn. WATCH NOW
Viewpoints The Great U.S. Inflation Head Fake In this Q&A, we assess investors’ inflation concerns and outline reasons that near-term price adjustments are unlikely to lead to longer-term inflation.
Viewpoints A Framework for Sizing Real Assets to Manage Inflation Risks Inflation is a hot topic among investors. We believe a framework for sizing real asset allocations can help mitigate the effects of inflation on a portfolio.
PIMCO’s Performance Indicators for Buy‑and‑Maintain Mandates Buy-and-maintain strategies require their own set of mandates, which can make portfolio manager evaluation a challenge.
Blog Bank of Canada: Walking a Tightrope Amid a brightening economic outlook, the Bank of Canada could begin tapering its bond purchase program this month, though we think it’s a close call and believe a cautious approach is warranted.
Blog Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
Cyclical outlook Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
Blog Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.
Blog Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
Cyclical outlook Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
Blog Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.