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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.
Economic and Market Commentary Defensively Positioned for a Decelerating World Defensively Positioned for a Decelerating World PIMCO’s asset allocation experts believe that investors should emphasize quality and stay defensive as they position portfolios for a world of slower economic growth.
Blog Asset Allocation Views: Easing Into Slowing Growth Asset Allocation Views: Easing Into Slowing Growth Read our key takeaways from our 2019 Asset Allocation Midyear Update, including how we are positioning multi-asset portfolios in light of our outlooks for the global economy and markets.
Asset Allocation Outlook MidYear Update Easing Into Slowing Growth Easing Into Slowing Growth We share our views on investing across asset classes amid mounting signs the global economic expansion is losing momentum.
Blog Three Asset Allocation Opportunities for 2019 Three Asset Allocation Opportunities for 2019 As market volatility increases, investors may look to capitalize on idiosyncratic opportunities to grow returns.
Geraldine Sundstrom Portfolio Manager, Asset Allocation Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email 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 23 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.
