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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic Outlook Global Central Bank Focus Global Markets Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts A B C F G I M R S T Clear Olivia A. Albrecht Head of ESG Business Strategy Andrew Balls CIO Global Fixed Income Jamil Baz Head of Client Solutions and Analytics Global Advisory Board Andrew Bosomworth Head of Portfolio Management, Germany Erin Browne Portfolio Manager, Asset Allocation Libby Cantrill Head of Public Policy Richard Clarida Former Global Strategic Advisor, 2006-2018 Tony Crescenzi Portfolio Manager, Market Strategist Jan Faller Portfolio Risk Manager, Alternative Investments and Emerging Markets Joachim Fels Global Economic Advisor David Fisher Head of Traditional Product Strategies William H. Gross Helen Guo Quantitative Research Analyst, Client Solutions and Analytics Daniel J. Ivascyn Group Chief Investment Officer Nicola Mai Portfolio Manager, Sovereign Credit Analyst Scott A. Mather CIO U.S. Core Strategies Paul A McCulley Lupin Rahman Head of EM Sovereign Credit Emmanuel Roman Chief Executive Officer Jerome M. Schneider Head of Short-Term Portfolio Management Marc P. Seidner CIO Non-traditional Strategies Geraldine Sundstrom Portfolio Manager, Asset Allocation Richard Thaler Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business Order By Alphabetical Most Recent
Cyclical outlook Bounded Optimism on the Global Economy Bounded Optimism on the Global Economy Vaccinations and fiscal support should lift the global economy in 2021, but several risks call for careful portfolio positioning.
Asset Allocation Outlook Early Cycle Investing: Navigating the Growth Rebound Early Cycle Investing: Navigating the Growth Rebound We see opportunities to invest for economic recovery, while maintaining an emphasis on resilient portfolios.
View from the Investment Committee Reason for Optimism(video) Reason for Optimism Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets – and why we think private credit is a powerful opportunity.
Economic Outlook Examining the Global Outlook and Long-Term Disruptors Examining the Global Outlook and Long-Term Disruptors PIMCO’s Global Advisory Board discusses the longer-term outlook for major economies and geopolitical developments.
Secular Outlook Escalating Disruption Escalating Disruption The pandemic has amplified long-term disruptors, making credit selection and alpha generation increasingly important.
