Daniel Hyman, co-head of PIMCO’s agency mortgage portfolio management team, and Alfred Murata, mortgage credit portfolio manager, discuss opportunities in mortgage-backed securities.
Mihir Worah, CIO Asset Allocation and Real Return, discusses several major transitions currently underway in the global economy and details three of PIMCO’s high-conviction asset allocation views.
PIMCO’s Dan Ivascyn shares some of the high-conviction ideas the firm is currently emphasizing in portfolios.
It’s important to consider which variable would dominate real estate-related asset prices in a potential new paradigm: higher rates or stronger growth.
Joachim Fels, global economic advisor, offers a closer look at the factors driving PIMCO’s forecast for global GDP growth (2.5%–3.0%) and inflation (2.0%–2.5%) in 2017.
PIMCO recently published its Cyclical Outlook for global growth, inflation, trends and transitions likely to affect the investment landscape in 2017. Here are some key takeaways.
With Donald Trump’s election as U.S. president, we have entered a new phase that I call a “cold currency war.”
We believe the impact on balances and prices ultimately will depend on five key variables.
Investors have generally been “risk on” since Donald Trump’s victory on 8 November. Are they right?
For much of 2016, a unique alignment of push and pull factors has driven strong performance in emerging markets (EM). The election of Republican Donald Trump and Republican majorities in the U.S. Congress on 8 November, however, represents a pivot point.