Key Takeaways

Read critical insights from more than two dozen presentations and panel discussions at Insight 2018.

Session Type
  • Breakout Session
  • Focus Session
  • Main Stage
Topic
  • Economics & Policy
  • ESG and Corporate Culture
  • Market Commentary & Investment Strategies
Experts
  • A
  • B
  • C
  • D
  • F
  • G
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • R
  • S
  • T
  • W
Clear
Tina Adatia
Fixed Income Strategist
Olivia A. Albrecht
ESG and Fixed Income Strategist
Mike Amey
Head of Sterling Portfolio Management and ESG Strategies
Robert Arnott
Founder and Chairman, Research Affiliates
Andrew Balls
CIO Global Fixed Income
Jeremie Banet
Portfolio Manager, Real Return
Jamil Baz
Co-head, Client Solutions and Analytics
Justin Blesy
Asset Allocation Strategist
Joshua Bolten
Global Advisory Board Member
Andrew Bosomworth
Head of Portfolio Management, Germany
Gordon Brown
Global Advisory Board Member
Rick Chan
Portfolio Manager, Global Macro Hedge Fund Strategies
Devin Chen
Portfolio Manager, Commercial Real Estate
Josh Davis
Portfolio Manager, Quantitative Strategy
Mukundan Devarajan
Quantitative Research Analyst, Asset Allocation Research
Pramol Dhawan
Portfolio Manager, Emerging Markets
Mohsen Fahmi
Portfolio Manager, Global Fixed Income
Joachim Fels
Global Economic Advisor
Gene Frieda
Global Strategist
Christopher T. Getter
Emerging Market Strategist
Mahmoud Hajo
Quantitative Research Strategist, Portfolio Analytics
Gregory Hall
Head of Private Strategies
Daniel J. Ivascyn
Group Chief Investment Officer
Andrew R. Jessop
Portfolio Manager, High Yield
Nicholas J. Johnson
Portfolio Manager, Commodities
Mark R. Kiesel
CIO Global Credit
Ryan Korinke
Head, Hedge Fund and Quantitative Strategies
Erika H. Lowe
Account Manager, Corporate Clients
Naila Makhdumi
Account Manager, Global Wealth Management
Rene Martel
Global Head of Pension Solutions
Scott A. Mather
CIO U.S. Core Strategies
Ravi K. Mattu
Global Head of Analytics
Lalantika Medema
Alternative Credit Strategist
Mohit Mittal
Portfolio Manager, Liability Driven Investment and Credit
John Murray
Portfolio Manager, Commercial Real Estate
Vijendra Nambiar
Product Manager, Pension and Investment Solutions
Ng Kok Song
Global Advisory Board Member
Thomas J. Otterbein
Head of Institutional Client Management, Americas
Lupin Rahman
Head of EM Sovereign Credit
Stefano Risa
Head of Structured Products Analytics
Emmanuel Roman
Chief Executive Officer
Steve Sapra
Co-head of Client Solutions & Analytics, North America & Asia ex Japan
Stacy Schaus
Account Manager, Defined Contribution
Jerome M. Schneider
Head of Short-Term Portfolio Management
Marc P. Seidner
CIO Non-traditional Strategies
Sapna Shah
Inclusion, Diversity and Culture Officer
Anshul A. Shah
Strategist, Investment Solutions Group
Robin Shanahan
Co-Chief Operating Officer
Emmanuel S. Sharef
Portfolio Manager, Asset Allocation and Residential Real Estate
Anne-Marie Slaughter
Global Advisory Board Member
Michael Spence
PIMCO Consultant
Gene Sperling
President of Sperling Economic Strategies
Christian Stracke
Global Head of Credit Research
Geraldine Sundstrom
Portfolio Manager, Asset Allocation
Sasha Talcott
Account Manager, Institutional Clients
Richard Thaler
Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business
Josh Thimons
Portfolio Manager, Interest Rate Derivatives
Ashish Tiwari
Asset Allocation Strategist
Jessica K. Tom
Senior Credit Analyst
Eve Tournier
Head of European Credit Portfolio Management
Jean-Claude Trichet
Global Advisory Board Member
Qi Wang
Portfolio Manager, Global Macro Hedge Fund Strategies
Bransby Whitton
Product Strategist
Tiffany Wilding
U.S. Economist
Mihir P. Worah
CIO Asset Allocation and Real Return
Mike Cudzil
Portfolio Manager, Liability Driven Investment
Christopher J. Brightman
Chief Investment Officer, Research Affiliates
Jason R. Steiner
Portfolio Manager, Residential Real Estate
Ben S. Bernanke
Chair, Global Advisory Board
Sudi N. Mariappa
Portfolio Manager, Generalist
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All of the Summaries in One Document?

Complete details from the main stage, breakout, and focus sessions.

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Disclosures

Past performance is not a guarantee or a reliable indicator of future results.


All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk. Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Inflation-linked bonds (ILBs) issued by a government are fixed income securities whose principal value is periodically adjusted according to the rate of inflation; ILBs decline in value when real interest rates rise. Treasury Inflation-Protected Securities (TIPS) are ILBs issued by the U.S. government. High yield, lower-rated securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Equities may decline in value due to both real and perceived general market, economic and industry conditions. Investing in foreign-denominated and/or -domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Currency rates may fluctuate significantly over short periods of time and may reduce the returns of a portfolio. Mortgage- and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and while generally supported by a government, government-agency or private guarantor, there is no assurance that the guarantor will meet its obligations. The value of real estate and portfolios that invest in real estate may fluctuate due to: losses from casualty or condemnation, changes in local and general economic conditions, supply and demand, interest rates, property tax rates, regulatory limitations on rents, zoning laws, and operating expenses. REITs are subject to risk, such as poor performance by the manager, adverse changes to tax laws or failure to qualify for tax-free pass-through of income. Investing in MLPs involves risks that differ from equities, including limited control and limited rights to vote on matters affecting the partnership. MLPs are a partnership organised in the US and are subject to certain tax risks. Conflicts of interest may arise amongst common unit holders, subordinated unit holders and the general partner or managing member. MLPs may be affected by macro-economic and other factors affecting the stock market in general, expectations of interest rates, investor sentiment towards MLPs or the energy sector, changes in a particular issuer’s financial condition, or unfavorable or unanticipated poor performance of a particular issuer. MLP cash distributions are not guaranteed and depend on each partnership’s ability to generate adequate cash flow. Investments in illiquid securities may reduce the returns of a portfolio because it may be not be able to sell the securities at an advantageous time or price. Alternative and Private investments involve a high degree of risk that each prospective investor must carefully consider prior to making such an investment and are suitable only for persons of adequate financial means who have no need for liquidity with respect to their investment and who can bear the economic risk, including the possible complete loss, of their investment. Commodities contain heightened risk, including market, political, regulatory and natural conditions, and may not be suitable for all investors. Tail risk hedging may involve entering into financial derivatives that are expected to increase in value during the occurrence of tail events. Investing in a tail event instrument could lose all or a portion of its value even in a period of severe market stress. A tail event is unpredictable; therefore, investments in instruments tied to the occurrence of a tail event are speculative. Derivatives and commodity-linked derivatives may involve certain costs and risks, such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Commodity-linked derivative instruments may involve additional costs and risks such as changes in commodity index volatility or factors affecting a particular industry or commodity, such as drought, floods, weather, livestock disease, embargoes, tariffs and international economic, political and regulatory developments. Investing in derivatives could lose more than the amount invested. There is no guarantee that socially responsible investing (SRI) products or strategies will produce returns similar to traditional investments.  Management risk is the risk that the investment techniques and risk analyses applied by an investment manager will not produce the desired results, and that certain policies or developments may affect the investment techniques available to manager in connection with managing the strategy. Diversification does not ensure against loss.


There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. Investors should consult their investment professional prior to making an investment decision.


PIMCO does not offer insurance guaranteed products or products that offer investments containing both securities and insurance features.


References to specific securities and their issuers are not intended and should not be interpreted as recommendations to purchase, sell or hold such securities. PIMCO products and strategies may or may not include the securities referenced and, if such securities are included, no representation is being made that such securities will continue to be included.


The terms “cheap” and “rich” as used herein generally refer to a security or asset class that is deemed to be substantially under- or overpriced compared to both its historical average as well as to the investment manager’s future expectations. There is no guarantee of future results or that a security’s valuation will ensure a profit or protect against a loss.


PIMCO does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax or legal questions and concerns. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness.  Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement.     


This material contains the opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only. Forecasts, estimates and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.


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The Italian Branch and Swedish Branch are additionally supervised by the Commissione Nazionale per le Società e la Borsa (CONSOB) in accordance with Article 27 of the Italian Consolidated Financial Act and the Swedish Financial Supervisory Authority (Finansinspektionen) in accordance with Chapter 25 Sections 12-14 of the Swedish Securities Markets Act, respectively. The services provided by PIMCO Deutschland GmbH are available only to professional clients as defined in Section 67 para. 2 German Securities Trading Act (WpHG). They are not available to individual investors, who should not rely on this communication. | PIMCO (Schweiz) GmbH (registered in Switzerland, Company No. CH-020.4.038.582-2), Brandschenkestrasse 41, 8002 Zurich, Switzerland, Tel: + 41 44 512 49 10. 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The asset management services and investment products are not available to persons where provision of such services and products is unauthorised. | PIMCO Australia Pty Ltd ABN 54 084 280 508, AFSL 246862 (PIMCO Australia). This publication has been prepared without taking into account the objectives, financial situation or needs of investors. Before making an investment decision, investors should obtain professional advice and consider whether the information contained herein is appropriate having regard to their objectives, financial situation and needs. | PIMCO Japan Ltd (Toranomon Towers Office 18F, 4-1-28, Toranomon, Minato-ku, Tokyo, Japan 105-0001) Financial Instruments Business Registration Number is Director of Kanto Local Finance Bureau (Financial Instruments Firm) No. 382. PIMCO Japan Ltd is a member of Japan Investment Advisers Association and The Investment Trusts Association, Japan. 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