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Two Compelling Investments for the Year Ahead

The current environment has led many investors to reduce their expectations for future returns from traditional assets such as developed market stocks and bonds. Indeed, it raises the question of whether any attractively priced assets remain. That is, what is still “cheap”?

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Mihir P. Worah

CIO Asset Allocation and Real Return

Mr. Worah is CIO Asset Allocation and Real Return and a managing director in the Newport Beach office. He is a member of the Investment Committee and the Executive Committee, and oversees portfolio management for the U.S. He is a generalist portfolio manager who manages a variety of fixed income, commodity and multi-asset portfolios. Prior to joining PIMCO in 2001, he was a postdoctoral research associate at the University of California, Berkeley, and the Stanford Linear Accelerator Center, where he built models to explain the difference between matter and anti-matter. In 2012 he co-authored “Intelligent Commodity Indexing,” published by McGraw-Hill. He has 16 years of investment experience and holds a Ph.D. in theoretical physics from the University of Chicago.

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