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Economic and Market Commentary Comparing Risk Assets in Mid-Cycle Markets(video) Comparing Risk Assets in Mid-Cycle Markets Growth-oriented asset classes are likely to shine, but not equally. Geraldine Sundstrom and Erin Browne discuss our views across asset classes, including equities, credits, currencies and rates, and how we’re positioning for a mid-cycle environment. More from this Asset Allocation Outlook
Economic and Market Commentary Mid-Cycle Investing: Growth-Oriented and Selective(video) Mid-Cycle Investing: Growth-Oriented and Selective Look to growth-oriented assets, like equities and credit, as we move into a mid-cycle environment, but keep in mind that dispersion will likely drive returns and selectivity will be crucial. More from this Asset Allocation Outlook
Asset Allocation Outlook Mid-Cycle Investing: Time to Get Selective Mid-Cycle Investing: Time to Get Selective Amid an ongoing recovery, but past peak growth, we favor a risk-on stance with deliberate sector and security selection in multi-asset portfolios.
Economic and Market Commentary Navigating the Growth Rebound(video) Navigating the Growth Rebound The global economy has moved from a late-cycle to an early-cycle environment in less than a year. Positioning portfolios today means taking advantage of new cycle opportunities – in select equities, credit, and emerging markets – while defending against the risks that remain. More from this Asset Allocation Outlook
Blog Asset Allocation Views: Early Cycle Investing Asset Allocation Views: Early Cycle Investing In this abridged version of our latest Asset Allocation Outlook, we discuss the opportunities and risks of investing in an early cycle recovery.
Erin Browne Portfolio Manager, Multi-Asset Strategies Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Browne is a managing director and portfolio manager in the Newport Beach office, focusing on asset allocation strategies, including PIMCO’s multi-asset funds and RealPath Blend target date offerings. She manages multi-asset strategies, leads the Glide Path leadership team, and has served as a rotating member of the Investment Committee. Prior to joining PIMCO in 2018, Ms. Browne was a managing director and head of asset allocation at UBS Asset Management, helping to drive the firm's macro research, capital market assumptions, tactical asset allocation, and strategic asset allocation views across asset classes. Previously, she was head of macro investments at UBS O'Connor, a multi-strategy hedge fund manager, and a global macro portfolio manager at Point72 Asset Management. She has also held roles at Citigroup, Moore Capital Management, Neuberger Berman, and Lehman Brothers. She regularly appears on CNBC, Bloomberg Television, and in other financial news media. She serves as the board treasurer of the Ecology Center and is on the advisory board of Girls Who Invest. She has 19 years of investment experience and holds a bachelor's degree in economics from Georgetown University.
