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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic and Market Commentary Economic Outlook Global Central Bank Focus Global Markets Monthly Market Update Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts A B C D F G I K M O R S T W Clear Tina Adatia Global and Core Fixed Income Product Strategist Andrew Balls CIO Global Fixed Income Jamil Baz Head of Client Solutions and Analytics Global Advisory Board Allison Boxer Economist Erin Browne Portfolio Manager, Multi-Asset Strategies Libby Cantrill Public Policy Kenneth Chambers Fixed Income Strategist Tony Crescenzi Portfolio Manager, Market Strategist Pramol Dhawan Portfolio Manager Joachim Fels David Fisher Co-Head of Strategic Accounts, U.S. Global Wealth Management Gene Frieda Global Strategist Jennifer Gongola Behavioral Science Research Analyst Helen Guo Co-Head of Client Solutions and Analytics, Americas and Asia-Pacific Daniel J. Ivascyn Group Chief Investment Officer Sean Klein Head of Client Business Strategy – Client Solutions and Analytics Nicola Mai Portfolio Manager, Sovereign Credit Analyst Rene Martel Head of Retirement Jason Odom Strategist, Asset Allocation Lupin Rahman Portfolio Manager Emmanuel Roman Chief Executive Officer Jerome M. Schneider Portfolio Manager Marc P. Seidner CIO Non-traditional Strategies Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Multi Real Asset Avi Sharon Product Strategist Candice Stack Head of Client Management, Americas Kimberley Stafford Global Head of Product Strategy Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA Richard Thaler Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business Tiffany Wilding North American Economist PIMCO Order By Alphabetical Most Recent
View from the Investment Committee Bonds Bring Resilience for Uncertain Economic Times(video) Bonds Bring Resilience for Uncertain Economic Times As the investment landscape continues to shift, active fixed income offers investors many ways to seize attractive opportunities in 2023 – while mitigating risks. Learn more from Group CIO Dan Ivascyn. EXPLORE SOLUTIONS.
Economic and Market Commentary Fixed Income Returns in 2023(video) Fixed Income Returns in 2023 Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling. Learn how we leverage our Concentric Circle framework to identify the best opportunities for investors across a wide range of scenarios. Discover the three economic themes for 2023
Cyclical outlook Strained Markets, Strong Bonds Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold.
Economic and Market Commentary Preparing Portfolios for 2023: Consider the Strong Case for Bonds(video) Preparing Portfolios for 2023: Consider the Strong Case for Bonds At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities investors may do well to consider in 2023. Learn more from Group CIO Dan Ivascyn.
Economic and Market Commentary Asset Allocation Strategy: Risk-Off, Yield-On (video) Asset Allocation Strategy: Risk-Off, Yield-On Against a challenging macroeconomic backdrop, markets may be moving away from a world where equities rule – into one where high quality bonds are relatively more attractive. More from this Asset Allocation Outlook
