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Secular Outlook Reaching for Resilience Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years.
Blog Secular Outlook Key Takeaways: Reaching for Resilience Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
Blog Anti-Goldilocks: Key Takeaways From the Cyclical Outlook Anti-Goldilocks: Key Takeaways From the Cyclical Outlook Significant uncertainty clouds the outlook as the global economy confronts a shock that is negative for growth and will likely spur further inflation. Recession risks have increased.
Cyclical outlook Anti-Goldilocks Anti-Goldilocks Active management and risk awareness may help investors navigate a global economy where inflation becomes “too hot” and growth “too cold.”
Blog Cyclical Outlook Key Takeaways: Investing in a Fast-Moving Cycle Cyclical Outlook Key Takeaways: Investing in a Fast-Moving Cycle A long-term focus and a rigorous approach to portfolio construction may help investors navigate uncertainty as the mid-cycle expansion advances.
Andrew Balls CIO Global Fixed Income Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Balls is PIMCO's CIO Global Fixed Income. Based in the London office, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. He manages a range of global portfolios and is a member of the Investment Committee. Previously, he was head of European portfolio management, a global portfolio manager in the Newport Beach office and the firm’s global strategist. Prior to joining PIMCO in 2006, he was an economics correspondent and columnist for the Financial Times in London, New York and Washington, DC. He has 23 years of investment and economics/financial markets experience and holds a bachelor's degree from Oxford and a master's degree from Harvard University. He was a lecturer in economics at Keble College, Oxford. Mr. Balls was nominated by Morningstar in 2013 for European Fixed-Income Fund Manager of the Year. He is a director of Room to Read, a nonprofit that promotes literacy and gender equality in education in low-income countries.
