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Viewpoints Emerging Markets Asset Allocation: Opportunities in a Time of Transition Emerging Markets Asset Allocation: Opportunities in a Time of Transition We see emerging markets potentially approaching a pivot point over the coming six months toward recovery or weaker growth.
Blog U.S. Dollar Policy: Through the Looking Glass of U.S. Currency Intervention U.S. Dollar Policy: Through the Looking Glass of U.S. Currency Intervention The market consequences of direct intervention by the U.S. could be substantial and thus bear consideration.
Viewpoints China Secular Risks: Deleveraging, Decoupling, and Technology Disruption China Secular Risks: Deleveraging, Decoupling, and Technology Disruption The proximate risk is that China retreats from the successful template of market opening as it tries to insulate itself from geopolitical pressure.
Blog India’s Post-Election Outlook: A Fine Balance India’s Post-Election Outlook: A Fine Balance A new round of reforms could help maintain the delicate balance between growth and financial prudence.
Blog 10 Investor Takeaways From the 2019 Spring IMF/World Bank Meetings 10 Investor Takeaways From the 2019 Spring IMF/World Bank Meetings The overall tone at the mid-April meetings of the International Monetary Fund and the World Bank Group in Washington, DC, was optimistic, albeit mindful of the differentiated political and idiosyncratic risks across emerging markets.
Gene Frieda Global Strategist Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Frieda is an executive vice president and global strategist based in London, and serves as co-head of foreign exchange strategy and co-head of the Emerging Markets Portfolio Committee. Prior to joining PIMCO in 2016, he served as a partner and global strategist at Moore Capital, focusing on global macroeconomic and financial sector policy issues. Prior to that, he ran emerging markets research and strategy for the Royal Bank of Scotland in London and for 4Cast in London and Singapore. He has 26 years of investment experience and holds a master's degree in economics from the London School of Economics and undergraduate degrees from the University of Oklahoma. He has served as a member of the World Economic Forum’s Global Agenda Council on Global Imbalances, a member of the UN Expert Panel on Financing Global Education and as an associate of the Political Economy of Financial Markets program at Oxford University.
