By Geraldine Sundstrom, Emmanuel S. Sharef | Oct 18, 2018 Health Check for Your Asset Allocation: Focus on Quality and Flexibility The late phase of a business cycle can pose significant challenges to asset allocators. We think the keys to dealing with them are to stay flexible and to focus on quality when structuring a portfolio.
By Lupin Rahman | Oct 15, 2018 Ten Investor Takeaways From the 2018 Annual IMF/World Bank Meetings With a number of uncertainties on the horizon, the overall tone at this year’s IMF/World Bank meetings was one of caution.
By Tony Crescenzi | Oct 12, 2018 Rising Rates: Not So Fast A variety of factors will likely limit the scope for rates to rise significantly.
By Daniel H. Hyman | Oct 12, 2018 Quick Takes: Will Rising Rates Hurt the Housing Market? Daniel Hyman, co-head of PIMCO’s agency mortgage portfolio management team, provides insight into the factors that inform our favorable view of the housing market.
By Tiffany Wilding | Oct 12, 2018 Used Car Prices Plunge, Leading to Softer-Than-Expected Core CPI Reading We think the September CPI print – while likely affected by statistical noise – offers evidence that inflationary pressures remain broadly manageable.
By Pramol Dhawan | Oct 11, 2018 Argentina and the IMF: Second Time's a Charm We see opportunities in segments of Argentina’s bond market where prices reflect the risks.
By Greg E. Sharenow | Oct 10, 2018 Oil Hits Multiyear Highs on Renewed Iran Sanctions: What Investors Should Watch While we believe investors can expect a hawkish policy stance to keep supporting prices, the possible extension of waivers could drive the price trajectory.
By Mike Amey | Oct 10, 2018 What Investors Should Watch as Brexit Talks Heat Up We see a number of U.K. assets pricing in a relatively high chance of a disruptive Brexit.
By Sonali Pier | Oct 05, 2018 Quick Takes: Should Investors Be Wary of the Ballooning BBB Market? Portfolio manager Sonali Pier explains how PIMCO deciphers which BBB credits are likely to improve and which are likely to head to high yield as the BBB credit market continues to grow and leverage metrics increase.
By Jerome M. Schneider, Tina Adatia | Oct 03, 2018 Fearing the Next Recession? Investing at the Front End of the Bond Market After such a prolonged period of U.S. economic growth, investors may be wondering if it’s time to take some chips off the table.
By Emily Y. Au-Yeung | Oct 02, 2018 Commodities: Expectations for Chinese Stimulus May Provide Support Market expectations for infrastructure spending may keep Chinese iron ore and steel prices better supported versus base metals.
By Tiffany Wilding | Sep 26, 2018 No September Surprise: U.S. Economic Strength Prompts Fed to Raise Policy Rate The Fed’s statement, projections and press conference support our view that the policy rate will continue to rise on a gradual trajectory.
By Tiffany Wilding | Sep 24, 2018 The Fed: Look Forward or Risk a Hawkish Mistake A focus on backward-looking data could lead to an overtightening mistake.
By Tiffany Wilding | Sep 14, 2018 Retail Dip Weighs on U.S. Core CPI Inflation U.S. core CPI inflation lagged expectations in August, breaking from the recent trend of generally upward surprises from various wage and price reports.
By Daniel J. Ivascyn | Sep 13, 2018 Global Trade Tensions and Uncertain Markets Group CIO Dan Ivascyn discusses how uncertainties surrounding global trade policy are one factor driving market volatility in the months and years to come, and offers ideas for investors in this environment.
By Andrew T. Wittkop | Sep 12, 2018 Quick Takes: Why Short-Term Bonds Are Especially Defensive Today Andrew Wittkop, executive vice president and portfolio manager, discusses the merits of short- duration strategies for investors concerned about rising interest rates and increased volatility.
By Mihir P. Worah | Sep 07, 2018 Asset Allocation Views: Late-Cycle Investing Risk is rising late in the cycle. How should investors respond?
By Cathy Stahl | Sep 04, 2018 Women’s Economic Power Is Expanding – Is Investment Management Keeping Pace? Women are transforming the global economy. The financial services industry must evolve both to better serve women investors, and to assess the impact that women’s decisions have on markets worldwide – now and in the decades to come.
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Aaditya Thakur Aditi Gupta Alex Petrone Alfred T. Murata Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew Pyne Andrew T. Wittkop Anmol Sinha Benjamin Strom Beth MacLean Cathy Stahl Christian Stracke Daniel H. Hyman Daniel J. Ivascyn Danny Seth David Hammer Ed Devlin Emily Y. Au-Yeung Emmanuel S. Sharef Eve Tournier Francesc Balcells Frank Chen Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Graham A. Rennison Greg E. Sharenow Harin de Silva Helen Guo Hozef Arif Isaac Meng Ismael Orenstein James Moore Jamil Baz Jeff Helsing Jeremie Banet Jeroen van Bezooijen Jerome M. Schneider Joachim Fels John M. Devir John Murray John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kenneth Chambers Kent Smith Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Ryan Libby Cantrill Loren Sageser Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael A. Gomez Michael Althof Michael Connor Mihir P. Worah Mike Amey Mike Cudzil Mohsen Fahmi Naila Makhdumi Nathan Chiaverini Niamh Whooley Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ronald Jin Sachin Gupta Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Steve Sapra Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vicky Zhao Vinicius Silva Yacov Arnopolin Yishan Cao
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