Blog Secular Outlook 2019: Implications for Investors PIMCO experts discuss economic and market conditions and what investors can expect over the next three to five years.
What can investors expect over the next three to five years? Dan Ivascyn, group CIO, and Joachim Fels, global economic advisor, discuss economic and market conditions and what investors should consider over the secular horizon. For more insights on developments that could move economies and markets, see our recent Secular Outlook, Dealing With Disruption. READ HERE
Blog Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand Following strong double-digit profit growth in FY2021, we expect Chinese banks will be less profitable this year as COVID-19 lockdowns continue to disrupt China’s economy.
Blog China’s Property Sector Slump: Is Recovery on the Horizon? In the absence of immediate and substantive policy easing at the national level, we believe that the sector could pose a serious risk to the government’s GDP growth target in 2022.
Blog Bank of Canada: Hike More Now, Less Later The Bank of Canada embarked on a swift tightening path, but secular forces still weigh on the longer-run interest rate outlook.