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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic Outlook Global Markets Secular Outlook View from the Investment Committee Experts B F G I R S Clear Andrew Balls CIO Global Fixed Income Jamil Baz Head of Client Solutions and Analytics Global Advisory Board Erin Browne Portfolio Manager, Asset Allocation Joachim Fels Global Economic Advisor David Fisher Head of Traditional Product Strategies Helen Guo Quantitative Research Analyst, Client Solutions and Analytics Daniel J. Ivascyn Group Chief Investment Officer Emmanuel Roman Chief Executive Officer Jerome M. Schneider Head of Short-Term Portfolio Management Geraldine Sundstrom Portfolio Manager, Asset Allocation Order By Alphabetical Most Recent
Cyclical outlook Bounded Optimism on the Global Economy Bounded Optimism on the Global Economy Vaccinations and fiscal support should lift the global economy in 2021, but several risks call for careful portfolio positioning.
Asset Allocation Outlook Early Cycle Investing: Navigating the Growth Rebound Early Cycle Investing: Navigating the Growth Rebound We see opportunities to invest for economic recovery, while maintaining an emphasis on resilient portfolios.
View from the Investment Committee Reason for Optimism(video) Reason for Optimism Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets – and why we think private credit is a powerful opportunity.
Economic Outlook Examining the Global Outlook and Long-Term Disruptors Examining the Global Outlook and Long-Term Disruptors PIMCO’s Global Advisory Board discusses the longer-term outlook for major economies and geopolitical developments.
Secular Outlook Escalating Disruption Escalating Disruption The pandemic has amplified long-term disruptors, making credit selection and alpha generation increasingly important.