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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic Outlook Global Central Bank Focus Global Markets Macro Perspectives Secular Outlook View from the Investment Committee Experts B C D F G I M R S T W Clear Andrew Balls CIO Global Fixed Income Jamil Baz Head of Client Solutions and Analytics Erin Browne Portfolio Manager, Multi-Asset Strategies Richard Clarida Former Global Strategic Advisor, 2006-2018 Ed Devlin Joachim Fels Global Economic Advisor David Fisher Co-Head of Strategic Accounts Helen Guo Quantitative Research Analyst, Client Solutions and Analytics Daniel J. Ivascyn Group Chief Investment Officer Nicola Mai Portfolio Manager, Sovereign Credit Analyst Emmanuel Roman Chief Executive Officer Kimberley Stafford Global Head of Product Strategy 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 Tiffany Wilding North American Economist PIMCO Order By Alphabetical Most Recent
Asset Allocation Outlook Mid-Cycle Investing: Time to Get Selective Mid-Cycle Investing: Time to Get Selective Amid an ongoing recovery, but past peak growth, we favor a risk-on stance with deliberate sector and security selection in multi-asset portfolios.
View from the Investment Committee Implications From our Cyclical Outlook(video) Implications From our Cyclical Outlook Group CIO Dan Ivascyn discusses three main risks to inflation, expectations for rates and where we see some of the best opportunities today.
Cyclical outlook Inflation Inflection Inflation Inflection We expect growth and inflation to peak in 2021 in developed economies, and we are focused on liquidity and flexibility in our portfolios.
View from the Investment Committee Positioning for a Growth Rebound(video) Positioning for a Growth Rebound Group CIO Dan Ivascyn discusses how to position portfolios for a strong resurgence in economic growth while defending against elevated inflationary and interest rate risks – including the potential for future tapering-related volatility.
Cyclical outlook Dealing With an Inflation Head Fake Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
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