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Secular Outlook Secular Outlook: The Aftershock Economy(video) Secular Outlook: The Aftershock Economy Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. Listen to our outlook for the global economy and markets over the next five years. Section 1: Key Takeaways Section 2: Secular Theme Section 3: Investment Implications Download PIMCO's Secular Outlook
Secular Outlook The Aftershock Economy The Aftershock Economy Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. In this post-policy era, attractive yields on high- quality bonds encourage a more resilient approach to investing.
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.
Secular Outlook Age of Transformation Age of Transformation Investors should prepare to navigate unfamiliar terrain as the macroeconomic landscape undergoes dramatic transformations over the secular horizon.
Secular Outlook Escalating Disruption Escalating Disruption The pandemic has amplified long-term disruptors, making credit selection and alpha generation increasingly important.
