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Group CIO Dan Ivascyn discusses PIMCO’s base case forecast that inflation will remain contained despite near-term risks to the upside, and also highlights the relatively low cost of hedging those risks.
For an extended discussion of our outlook for growth, inflation, and where we see opportunities in markets, please watch, “Positioning for a Growth Rebound,” with Group CIO Dan Ivascyn.
Group Chief Investment Officer
PIMCO has developed a four-pillar framework to help investors target long-term objectives to reduce portfolio exposure to greenhouse gases.
Swap-paying flows, a flight to quality, and collateral scarcity in a record low liquidity environment in European markets have contributed to distortions on the asset swap curve, creating opportunities for active managers to provide liquidity and increase return potential.
The Federal Reserve released new economic projections suggesting interest rate hikes will be faster and larger than previously forecast.
The state takes a long view on environmental policy, potentially benefiting California’s cap-and-trade program.
We believe short-dated bonds can offer attractive yields, flexibility, and a means to proceed cautiously as central banks continue to raise interest rates.
The Federal Reserve may be pressured to target a higher terminal fed funds rate as it seeks to tame U.S. inflation expectations following strong price rises in August.
We expect the European Central Bank to continue aggressively hiking rates this year, though moderating from the 75-basis-point level.
Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
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