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Asset Allocation Outlook MidYear Update Preparing for Pivot Points With critical policy pivots on the horizon, investors should approach asset allocation with full appreciation for downside risk and stay focused on relative value and security selection.
PIMCO Blog Where We See Strength in Equity Markets Geraldine Sundstrom, managing director and portfolio manager, discusses the importance of equities as an asset class when investors believe in both global growth and inflation.
Asset Allocation Outlook What Credit Sectors Have Potential in 2017? Geraldine Sundstrom, managing director and portfolio manager, discusses the credit outlook for 2017 and details specific sectors where PIMCO sees opportunities.
Asset Allocation Outlook Why European Equities May be Strong in 2017 Geraldine Sundstrom, managing director and portfolio manager, discusses the importance of equities as an asset class when investors believe in both global growth and inflation.
Asset Allocation Outlook With a Strong Dollar, Where are the FX Opportunities in 2017? Geraldine Sundstrom, managing director and portfolio manager, discusses how FX can add liquidity and tail hedging to a balanced portfolio.
Geraldine Sundstrom Portfolio Manager, Asset Allocation Share Add Download 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 21 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.
