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Insights Overview Summary
Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.
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Author Image
Mohamed A. El-Erian
Economic Outlook
May 2012
Secular Outlook: Policy Confusions & Inflection Points
Read Full Article        
Author Image
Andrew F. Pyne
Featured Solutions
May 2012
Equity Investing: From Style Box to Global Unconstrained
​Many investors may not know that the unintended consequences of the “style box” approach to equity investing may result in underperformance.
Read Full Article         PDF
Author Image
Brigitte Posch
Viewpoints
May 2012
Brazil: Compelling Opportunities for the Long Term
​Though Brazil faces potentially rising inflation and a strengthening currency, we believe its robust corporate sector continues to offer attractive opportunities over the longer term.
Read Full Article        
Author Image
Chris Dialynas
Lisa Kim
Strategy Spotlight
May 2012
Unconstrained Bond: A Flexible Strategy for an Evolving World
​In this unusually uncertain environment, we believe flexibility is the key to investing successfully, and that’s what the Unconstrained Bond strategy can offer.
Read Full Article         PDF
Author Image
Vineer Bhansali
Viewpoints
May 2012
Benchmarking Tail Risk Management
​We believe that to add value over time, tail risk management has to be active rather than purely passive; thus, a proper benchmarking framework is not simply a luxury, but a necessity.
Read Full Article        
Author Image
Brad Kinkelaar
Cliff Remily
Raji O. Manasseh
Viewpoints
May 2012
Going Global Can Pay Dividends

​For global dividend investors – unconstrained by geography, market capitalization and benchmark – attractive opportunities abound.

Read Full Article         PDF
Author Image
Eve Tournier
Strategy Spotlight
May 2012
Eve Tournier Discusses PIMCO’s Diversified Income Strategy​

By combining investment grade, high yield and emerging market debt, Diversified Income is designed to uncover the most attractive opportunities across global credit markets.

Read Full Article         PDF
Author Image
Chuck M. Lahr
Viewpoints
May 2012
When Quality Pays: A Fundamental Approach to Pursuing Lower Risk and Higher Returns
Determining which fundamentals may lead to higher returns would give equity investors a useful tool for constructing portfolios.​
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Author Image
Mohamed A. El-Erian
Viewpoints
May 2012
European Elections Complicate Outlook
Read Full Article        
Author Image
Tony Crescenzi
Ben Emons
Andrew Bosomworth
Lupin Rahman
Global Central Bank Focus
May 2012
Watchful Waiting
​An uncertainty that cannot be measured is a true form of risk.
Read Full Article         PDF
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Investment Outlook (150)
Global Central Bank Focus (134)
Economic Outlook (43)
Global Markets (78)
Viewpoints (326)
Strategy Spotlight (26)
Featured Solutions (34)
Equity Focus (8)
Experts
Mohamed A. El-Erian
William H. Gross
    
Tina Adatia
​Berdibek Ahmedov
Olivia A. Albrecht
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Mike Amey
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Francesc Balcells
Andrew Balls
Jeremie Banet
William R. Benz
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