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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.
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.
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.