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Asset Allocation Outlook Risk-Off, Yield-On Risk-Off, Yield-On With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
In Depth PIMCO’s Capital Market Assumptions, August 2022 PIMCO’s Capital Market Assumptions, August 2022
View From the Trade Floor Markets send mixed economic signals – and open the door for active bond investors(video) Markets send mixed economic signals – and open the door for active bond investors As the Fed continues to combat inflation, stock and bond markets are pricing in different recessionary risks - with a richer opportunity set now emerging for active fixed income investors.
Economic and Market Commentary Three Ways to Help Hedge Inflation Risk(video) Three Ways to Help Hedge Inflation Risk There are many ways to help make portfolios more resilient to inflation: We highlight three attractively priced inflation hedges now: EM currencies, green energy and real estate. More from this Asset Allocation Outlook
Economic and Market Commentary Does the 60-40 Portfolio Still Make Sense?(video) Does the 60-40 Portfolio Still Make Sense? In this uncertain environment with increased inflation risk, portfolio construction will be key going forward, and we think investors should consider expanding the number of diversifiers in their portfolios. More from this Asset Allocation Outlook
Erin Browne Portfolio Manager, Multi-Asset Strategies Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Browne is a managing director and portfolio manager in the Newport Beach office, focusing on asset allocation strategies, including PIMCO’s multi-asset funds and RealPath Blend target date offerings. She manages multi-asset strategies, leads the Glide Path leadership team, and has served as a rotating member of the Investment Committee. Prior to joining PIMCO in 2018, Ms. Browne was a managing director and head of asset allocation at UBS Asset Management, helping to drive the firm's macro research, capital market assumptions, tactical asset allocation, and strategic asset allocation views across asset classes. Previously, she was head of macro investments at UBS O'Connor, a multi-strategy hedge fund manager, and a global macro portfolio manager at Point72 Asset Management. She has also held roles at Citigroup, Moore Capital Management, Neuberger Berman, and Lehman Brothers. She regularly appears on CNBC, Bloomberg Television, and in other financial news media. She serves as the board treasurer of the Ecology Center and is on the advisory board of Girls Who Invest. She has 21 years of investment experience and holds a bachelor's degree in economics from Georgetown University.
