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Economic and Market Commentary Finder

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Asset Allocation Outlook
Behavioral Insights
Cyclical outlook
Economic Outlook
Global Central Bank Focus
Global Markets
Monthly Market Update
Macro Perspectives
Secular Outlook
View from the Investment Committee

Experts

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Olivia A. Albrecht

Head of ESG Business Strategy

Mike Amey

Andrew Balls

CIO Global Fixed Income

Jamil Baz

Head of Client Solutions and Analytics

Andrew Bosomworth

Head of Portfolio Management, Germany

Erin Browne

Portfolio Manager, Multi-Asset Strategies

Richard Clarida

Former Global Strategic Advisor, 2006-2018

Tony Crescenzi

Portfolio Manager, Market Strategist

Ed Devlin

Head of Canadian Portfolio Management

Jan Faller

Portfolio Risk Manager, Alternative Investments and Emerging Markets

Joachim Fels

Global Economic Advisor

David Fisher

Head of Traditional Product Strategies

Helen Guo

Quantitative Research Analyst, Client Solutions and Analytics

Daniel J. Ivascyn

Group Chief Investment Officer

Nicola Mai

Portfolio Manager, Sovereign Credit Analyst

Naila Makhdumi

Account Manager, Global Wealth Management

Tomoya Masanao

Co-head of Asia-Pacific Portfolio Management

Scott A. Mather

CIO U.S. Core Strategies

Emmanuel Roman

Chief Executive Officer

Jerome M. Schneider

Head of Short-Term Portfolio Management

Geraldine Sundstrom

Portfolio Manager, Asset Allocation

Richard Thaler

Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business

Mihir P. Worah

CIO Asset Allocation and Real Return

PIMCO

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Monthly Market Update

Polarized Decembers

A review of last month’s market-moving events across countries and asset classes

Cyclical outlook

Seven Macro Themes for 2020

The outlook for the global economy has improved over the past three months, but there may be less capacity to combat a recession when it comes. We discuss seven key macroeconomic themes we expect in 2020 and implications for investors.

View from the Investment Committee

Year-End Volatility: Possible, But Not Probable

Group CIO Dan Ivascyn discusses how PIMCO is building portfolios in a world of lower liquidity and higher uncertainty.

Cyclical outlook

Window of Weakness

The global economy is about to enter a period of vulnerability. Will it end in recession or recovery?

View from the Investment Committee

Facing Down Yields and Volatility

Group CIO Dan Ivascyn talks about investing in a low-yield world, opportunities in emerging markets and why PIMCO remains committed to a long-term approach.

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Contact Information

PIMCO Europe Ltd
11 Baker Street, Marylebone, London,
W1U 3AH, United Kingdom

TEL: +44 (0) 20 3640 1000
FAX: +44 (0) 20 3640 1007

Shareholder Services 10am – 6pm CET
Tel: +44 (0) 20 3640 1407*

*Please note that calls to this line may be recorded

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