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Economic and Market Commentary The Year Ahead: Seven Macro Themes in 2020 The Year Ahead: Seven Macro Themes in 2020 The global economic outlook has recently improved but now there may be less capacity to combat a future recession. Joachim Fels, global economic advisor, details seven macroeconomic themes that PIMCO believes will shape the global economy in 2020.
Economic and Market Commentary Around the World: 2020 Cyclical Outlook Around the World: 2020 Cyclical Outlook What are the major issues affecting key regions around the world in 2020? Joachim Fels, global economic advisor, and Scott Mather, CIO U.S. core strategies, discuss U.S. Fed policy, Brexit, European manufacturing, and growth in Japan and China.
Economic and Market Commentary Home Sweet Home: Finding Value in U.S. Housing Home Sweet Home: Finding Value in U.S. Housing How has the building cycle influenced the U.S. housing outlook in 2020? Scott Mather, CIO U.S. core strategies, discusses how strong fundamentals and favorable supply/demand dynamics create a favorable environment for mortgage-backed securities.
Economic and Market Commentary 2020 Growth Outlook: Approaching Stall Speed 2020 Growth Outlook: Approaching Stall Speed Are we heading toward a recovery or recession? Andrew Balls, CIO Global Fixed Income, and Joachim Fels, Global Economic Advisor, discuss our global outlook for the global economy and the drivers of the low-growth “window of weakness.”
Economic and Market Commentary Do Rates Have Room to Rally? Do Rates Have Room to Rally? How should investors be thinking about duration? Andrew Balls, CIO Global Fixed Income, and Joachim Fels, Global Economic Advisor, provide our take on relative duration positioning across the regions and why U.S. rates offer the most room for rally.
Tina Adatia Fixed Income Strategist Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Adatia is an executive vice president and product strategist in the London office, focusing on multi-sector fixed income and short-term strategies. Previously, she was an account manager focusing on the Middle East and North Africa region and servicing institutional clients. Prior to joining PIMCO in 2004, she was on the consultant relationship team at Henderson Global Investors and was also an investment associate at Hewitt in London. She has 17 years of investment experience and holds an undergraduate degree in economics and actuarial science from the University of Southampton.
