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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 I M O R S W Clear Tina Adatia Global and Core Fixed Income Product Strategist Andrew Balls CIO Global Fixed Income Justin Blesy Asset Allocation Strategist Allison Boxer Economist Erin Browne Portfolio Manager, Multi-Asset Strategies Libby Cantrill Public Policy Kenneth Chambers Fixed Income Strategist Pramol Dhawan Portfolio Manager Joachim Fels Gene Frieda Global Strategist Daniel J. Ivascyn Group Chief Investment Officer Nicola Mai Portfolio Manager, Sovereign Credit Analyst Jason Odom Strategist, Asset Allocation Lupin Rahman Portfolio Manager Marc P. Seidner CIO Non-traditional Strategies Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Multi Real Asset Candice Stack Head of Client Management, Americas Kimberley Stafford Global Head of Product Strategy Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA Tiffany Wilding Economist Order By Alphabetical Most Recent
Economic and Market Commentary Targeting Relative Value Opportunities(video) Targeting Relative Value Opportunities Learn where we’re finding interesting opportunities across and within asset classes, with Erin Browne, asset allocation portfolio manager, and Justin Blesy, asset allocation strategist. More from this Asset Allocation Outlook
Economic and Market Commentary Three Themes Investors Need to Know(video) Three Themes Investors Need to Know Watch PIMCO experts discuss the three macro themes investors should watch for throughout the rest of 2023. Find out what this means for fixed income and investors
Economic and Market Commentary History Rhymes: Preparing for an Imminent Recession(video) History Rhymes: Preparing for an Imminent Recession Studying over 70 years of data lead us to believe that a recession may be imminent. Watch PIMCO Economist Tiffany Wilding discuss the economic implications of rising interest rates, and why investors may do well to stay invested in bonds.
Economic and Market Commentary Cyclical Outlook: Fractured Markets, Strong Bonds – Key Takeaways(video) Cyclical Outlook: Fractured Markets, Strong Bonds – Key Takeaways Economic and market stresses raise the risk of a recession. Fixed income can offer the potential for attractive yield and stability amid the uncertainty. Section 1: The Economic Backdrop Section 2: Investment Implications Download PIMCO's Cyclical Outlook
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
