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Blog Post-COVID Economy: Not the Way We Were Post-COVID Economy: Not the Way We Were The COVID-19 crisis is likely to accelerate many underlying, secular disruptive forces already affecting economies and financial markets. This may only increase the difference between those companies, sectors, and countries that are being disrupted, and those that are acting more like disruptors. Distinguishing between the two is becoming crucial.
Blog Asset Allocation Views: Prolonging the Expansion Asset Allocation Views: Prolonging the Expansion Read our key takeaways from our 2020 Asset Allocation Outlook, including how we are positioning multi-asset portfolios in light of our outlooks for the global economy and markets.
Asset Allocation Outlook Prolonging the Expansion Prolonging the Expansion We discuss portfolio positioning for our outlook of economic momentum recovering in 2020, but with certain risks at elevated levels.
Economic and Market Commentary Disruptors v Disrupted Disruptors v Disrupted In the midst of disruption, who will be the disruptors poised to outperform, and who will be the disrupted left behind? We see six factors that are crucial to this distinction.
Economic and Market Commentary A Time to Be Selective in Equities A Time to Be Selective in Equities In a slowing but still growing environment, PIMCO’s asset allocation team favors a selective approach to equities, paying close attention to profits, factors, styles and geographies.
Geraldine Sundstrom Portfolio Manager, Asset Allocation Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Sundstrom is a managing director and portfolio manager in the London office, focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. Earlier in her career, Ms. Sundstrom held senior research roles with Citigroup Global Investments and Pareto Partners. She has 24 years of investment experience and holds a master's degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.
