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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, Multi-Asset Strategies Libby Cantrill Executive Office, 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 Co-Head of Strategic Accounts 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
View from the Investment Committee Positioning for a Growth Rebound(video) Positioning for a Growth Rebound Group CIO Dan Ivascyn discusses how to position portfolios for a strong resurgence in economic growth while defending against elevated inflationary and interest rate risks – including the potential for future tapering-related volatility.
Cyclical outlook Dealing With an Inflation Head Fake Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
View from the Investment Committee Preparing Portfolios for Recovery and Growth(video) Preparing Portfolios for Recovery and Growth PIMCO Group CIO Dan Ivascyn discusses why we see positive prospects for growth in 2021, and highlights areas we think stand to benefit as the global economy recovers.
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.
