Dan Ivascyn, Group CIO, and Andrew Balls, CIO Global Fixed Income, discuss the investment implications of PIMCO’s secular outlook for an insecure stability.
Andrew Balls, CIO Global Fixed Income, discusses prospects for growth and inflation in China, Russia, Brazil, India and Mexico.
We have identified six key trends that are likely to define the global opportunity set available to investors and the returns they can expect over a secular horizon. We also gauge the relative appeal of asset classes as long-term investments.
PIMCO’s quarterly Cyclical Forum was held earlier this month to evaluate and assess the state of the global economy, to reach consensus on the near-term macroeconomic outlook, and to explore the tail risks to that outlook.