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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic Outlook Global Markets Macro Perspectives Secular Outlook View from the Investment Committee Experts B C F G I K M R S T W Clear Andrew Balls CIO Global Fixed Income Jamil Baz Global Advisory Board Erin Browne Portfolio Manager, Multi-Asset Strategies Tony Crescenzi Portfolio Manager, Market Strategist Joachim Fels Global Economic Advisor David Fisher Co-Head of Strategic Accounts, U.S. Global Wealth Management Jennifer Gongola Behavioral Science Research Manager Helen Guo Quantitative Research Analyst, Client Solutions and Analytics Daniel J. Ivascyn Group Chief Investment Officer Sean Klein Client Solutions & Analytics Nicola Mai Portfolio Manager, Sovereign Credit Analyst Rene Martel Head of Retirement Emmanuel Roman Chief Executive Officer Jerome M. Schneider Head of Short-Term Portfolio Management Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Multi Real Asset Avi Sharon Product Strategist 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
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.
Asset Allocation Outlook Late-Cycle Strategies Late-Cycle Strategies We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
View from the Investment Committee Seizing Opportunities as Valuations Improve(video) Seizing Opportunities as Valuations Improve Market volatility has lifted bond yields, which can create better long-term investment opportunities and generate higher income. Group CIO Dan Ivascyn discusses how investors can add exposure to areas that have become more attractive.
View from the Investment Committee Guarding Against Inflationary Risks(video) Guarding Against Inflationary Risks Dan Ivascyn, Group CIO, discusses our outlook for inflation and why it still makes sense to protect portfolios from its impact.
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.”
