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.
Geraldine Sundstrom, managing director and portfolio manager, discusses the importance of equities as an asset class when investors believe in both global growth and inflation.
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.
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.
Group CIO Dan Ivascyn discusses how PIMCO is seeking opportunities while managing risks in the current macro environment in areas including inflation hedging, credit and emerging markets.
Group CIO Dan Ivascyn discusses how PIMCO’s core thesis on global interest rates remains in effect, suggesting we’re likely not seeing the beginning of a bear market in bonds.
Scott Mather, CIO U.S. Core Strategies, discusses portfolio positioning and the impact of the U.S. election on market volatility, currencies and inflation expectations.
Libby Cantrill, PIMCO’s head of public policy, discusses the policy outlook and market implications following the U.S. election.
Group CIO Daniel Ivascyn discusses how short-term spikes in volatility are creating risks and opportunities for investors.