Economic and Market Commentary

Economic and Market Commentary Finder

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Mike Amey
Head of Sterling Portfolio Management and ESG Strategies
Andrew Balls
CIO Global Fixed Income
Andrew Bosomworth
Head of Portfolio Management, Germany
Adam Bowe
Portfolio Manager, Fixed Income, Australia
Richard Clarida
Global Strategic Advisor
Ed Devlin
Head of Canadian Portfolio Management
Joachim Fels
Global Economic Advisor
Michael A. Gomez
Head of Emerging Markets Portfolio Management
Tadashi Kakuchi
Portfolio Manager, Japanese Bonds
Tomoya Masanao
Co-head of Asia-Pacific Portfolio Management
Scott A. Mather
CIO U.S. Core Strategies
Robert Mead
Co-head of Asia-Pacific Portfolio Management
Isaac Meng
Portfolio Manager, Emerging Markets
Mohit Mittal
Portfolio Manager, Liability Driven Investment and Credit
Lorenzo Pagani
Head of European Government Bond Portfolio Management
Lupin Rahman
Head of EM Sovereign Credit
Luke Spajic
Head of Asia EM Portfolio Management
Josh Thimons
Portfolio Manager, Interest Rate Derivatives
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Cyclical outlook

As Good as It Gets

We see three risks to the outlook for steady economic growth. Yet we also see opportunities for investors to target above-benchmark returns while emphasizing defense at a time of low volatility and full valuations.

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