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Cyclical outlook Seven Macro Themes for 2020 Seven Macro Themes for 2020 The outlook for the global economy has improved over the past three months, but there may be less capacity to combat a recession when it comes. We discuss seven key macroeconomic themes we expect in 2020 and implications for investors.
Viewpoints 2020 Growth Outlook: Approaching Stall Speed 2020 Growth Outlook: Approaching Stall Speed Are we heading toward a recovery or recession? Andrew Balls, CIO Global Fixed Income, and Joachim Fels, Global Economic Advisor, discuss our global outlook for the global economy and the drivers of the low-growth “window of weakness.”
Viewpoints Do Rates Have Room to Rally? Do Rates Have Room to Rally? How should investors be thinking about duration? Andrew Balls, CIO Global Fixed Income, and Joachim Fels, Global Economic Advisor, provide our take on relative duration positioning across the regions and why U.S. rates offer the most room for rally.
Viewpoints Moving Into Mortgage-Backed Securities Moving Into Mortgage-Backed Securities Are there opportunities in credit? Andrew Balls, CIO Global Fixed Income, and Joachim Fels, Global Economic Advisor, discuss the reasons why we believe mortgage-backed securities are an attractive place for investors to consider.
Cyclical outlook Window of Weakness Window of Weakness The global economy is about to enter a period of vulnerability. Will it end in recession or recovery?
Andrew Balls CIO Global Fixed Income Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print 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 21 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.
