Filters: Filters: Reset All Filters X Download ({{cCtrl.itemsToDownload.length}}) Empty Topic/Tag Tags Reset Close Category Category Reset Economic and Market Commentary Investment Strategies Viewpoints Blog Financial Institutions Education Close Order By Order By Reset Alphabetical Most Recent Close () filters applied
Cyclical outlook The Beginning of the End? The Beginning of the End? The global expansion is either nearing its demand-driven peak or in the early stages of a supply-driven renaissance. We share our assessment and portfolio positioning.
Cyclical outlook Peak Growth Peak Growth We expect the global expansion to continue in 2018. Yet investors should prepare for both the consequences of policy shifts and the opportunities presented in more difficult market conditions.
Cyclical outlook As Good as It Gets As Good as It Gets We see three risks to the outlook for steady economic growth. Yet we also see opportunities for investors to target above-benchmark returns while emphasizing defense at a time of low volatility and full valuations.
Secular Outlook Pivot Points Pivot Points In a world of insecure stability, investors must prepare for five key policy pivots that will test markets.
Cyclical outlook Scaling It Back Scaling It Back As the global economy improves, central banks are reducing extraordinary monetary policy support.
Andrew Balls CIO Global Fixed Income Share Add Download Print Mr. Balls is PIMCO's CIO Global Fixed Income. Based in the London office, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. He manages a range of global portfolios and is a member of the Investment Committee. Previously, he was head of European portfolio management, a global portfolio manager in the Newport Beach office and the firm’s global strategist. Prior to joining PIMCO in 2006, he was an economics correspondent and columnist for the Financial Times in London, New York and Washington, DC. He has 19 years of investment and economics/financial markets experience and holds a bachelor's degree from Oxford and a master's degree from Harvard University. He was a lecturer in economics at Keble College, Oxford. Mr. Balls was nominated by Morningstar in 2013 for European Fixed-Income Fund Manager of the Year. He is a director of Room to Read, a nonprofit that promotes literacy and gender equality in education in low-income countries.
