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Blog Beyond Brexit: Outlook and Risks for the U.K. Economy Beyond Brexit: Outlook and Risks for the U.K. Economy Despite seeing major market swings following the 2016 Brexit referendum, we don’t expect Britain’s departure from the European Union (EU) to have any major economic effects in our baseline outlook for 2021 and beyond. Far more important are COVID-19, fiscal policy, and bigger questions around future productivity growth.
Blog Fiscal and Monetary Together Fiscal and Monetary Together The Bank of England and the British government both announced easing measures to counter the effects of the coronavirus on the economy – how effective can we expect these measures to be?
Blog The End of the Beginning The End of the Beginning While the election result reduces Brexit uncertainty significantly, it doesn’t eliminate it. Will there be an extension of the transition period? How will any deal affect the economy? In the meantime, UK banks and sterling, especially wounded since the 2016 referendum, still offer value, while low-yielding gilts look unattractive relative to other government debt, such as U.S. Treasuries.
Blog U.K. Elections: What’s Next for Economy and Markets? U.K. Elections: What’s Next for Economy and Markets? The U.K. is set to head to the polls on December 12. Here are our key takeaways for the economy and markets.
Viewpoints Sterling Credit Outlook: Cloudy With Patches of Blue Sky Sterling Credit Outlook: Cloudy With Patches of Blue Sky We are cautious on sterling credit ahead of the March 2019 Brexit deadline.
Ketish Pothalingam Portfolio Manager, U.K. Credit Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Pothalingam is an executive vice president in the London office and a portfolio manager focusing on U.K. credit investing in the European portfolio management group. He is a member of PIMCO’s ESG (environmental, social, and governance) team, focusing on corporate credit and global bond ESG portfolios, and is PIMCO’s elected representative on the ICMA’s Green Bond Principles and Social Bond Principles Executive Committee. Prior to joining PIMCO in 2009, he was a credit fund manager with Threadneedle Investments in London. Before that, he was with Lehman Brothers in London as executive director, responsible for sterling credit trading. He previously spent 11 years with HSBC Holdings in London and Tokyo. He has 35 years of investment and financial services experience and holds an undergraduate degree from University College London and a diploma (niveau moyen) from L'Institut D'Etudes Francaises de Tours. He holds the Investment Management Certificate and is a member of the UK Society of Investment Professionals.
