Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Category Category Reset Economic and Market Commentary Investment Strategies Viewpoints Blog Financial Institutions Education Close Order By Order By Reset Alphabetical Most Recent Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied
Filter By: Section Economic and Market Commentary Investment Strategies Blog Order By Alphabetical Most Recent
Blog Asset Allocation Views: Opportunity Amid Transformation Asset Allocation Views: Opportunity Amid Transformation Disruptive trends and fatter tail risks highlight the importance of selection within asset classes and regions.
Asset Allocation Outlook Opportunity Amid Transformation Opportunity Amid Transformation Investment opportunities, and risks, are evolving as the global economy enters an age of transformation.
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.
Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA 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 25 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.
