By Libby Cantrill, Tiffany Wilding | Feb 24, 2021 Fiscal Spending Could Cause a U.S. Growth Spike – Compounding Investors’ Concerns on Inflation A large fiscal package geared toward pandemic relief will likely boost U.S. growth even further in 2021, but long-term inflationary risks are still balanced.
By Jamil Baz, Josh Davis | Feb 18, 2021 Fixed Income: Low Yields Don’t Tell the Whole Story Bonds continue to offer numerous benefits and potential for appreciation.
By Daniel J. Ivascyn | Feb 17, 2021 Inflation Outlook: Relatively Range-Bound Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
By Tiffany Wilding | Jan 27, 2021 Avoiding Turbulence: Fed Policy and Communication in 2021 A clear communication strategy is crucial to managing market expectations around changes in Federal Reserve asset purchases and interest rate policy.
By Peder Beck-Friis, Ketish Pothalingam | Jan 20, 2021 Beyond Brexit: Outlook and Risks for the U.K. Economy Despite seeing major market swings following the 2016 Brexit referendum, we don’t expect Britain’s departure from the European Union (EU) to have any major economic effects in our baseline outlook for 2021 and beyond. Far more important are COVID-19, fiscal policy, and bigger questions around future productivity growth.
By Gene Frieda, Pramol Dhawan | Jan 19, 2021 Tail Winds Provide Lift for Emerging Markets Investments A confluence of dynamics are set to accelerate global capital flows to emerging markets amid attractive valuations.
By Joachim Fels, Andrew Balls | Jan 12, 2021 Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy Global output and demand are likely to rebound strongly in 2021, but we see risks that call for careful portfolio positioning.
By Libby Cantrill, Tiffany Wilding, Allison Boxer | Jan 08, 2021 A Narrowly Democratic Congress Could Boost Spending and Growth With a narrowly Democratic Congress, U.S. fiscal spending is likely to increase on economic relief from the pandemic, infrastructure, and healthcare, boosting the economic rebound.
By Erin Browne, Geraldine Sundstrom | Jan 05, 2021 Asset Allocation Views: Early Cycle Investing In this abridged version of our latest Asset Allocation Outlook, we discuss the opportunities and risks of investing in an early cycle recovery.
By Erin Browne | Dec 24, 2020 The 60/40 Portfolio Is Alive and Well Is the 60/40 stock-bond portfolio dead? We don’t think so.
By Allison Boxer | Dec 17, 2020 The Fed’s Latest Balance Sheet Guidance: A Compass, Not a Map The Federal Reserve signals that monetary policy accommodation will remain firmly in place.
By Geraldine Sundstrom | Dec 14, 2020 Green Light to a Greener Economy: Three Investment Trends Some of the world’s leading countries have recently announced major sustainability targets. These moves, aimed at making economic recovery faster and more sustainable, will create investment opportunities as well.
By Konstantin Veit | Dec 10, 2020 ECB Review: Loose Yield Curve Control As European inflation and growth remain subdued, the European Central Bank expanded its monetary support. The central bank, however, is now focusing more on the region’s financing, rather than financial, conditions.
By Lupin Rahman, Pramol Dhawan | Dec 04, 2020 Harvesting Yield in Emerging Markets Debt of many emerging market countries can offer robust yields and enhance portfolio diversification, provided the asset manager has the resources and sophistication to avoid potential pitfalls.
By Daniel J. Ivascyn, David Fisher | Dec 04, 2020 Finding Opportunity Across Sectors Group CIO Dan Ivascyn discusses the outlook for fixed income markets and why we think private credit is a powerful opportunity.
By Joachim Fels, Andrew Balls, Daniel J. Ivascyn | Oct 07, 2020 Secular Outlook Takeaways: Escalating Disruption The COVID shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
By Carol Liao, Stephen Chang | Oct 01, 2020 Assessing China’s “Structural” Monetary Policy Policy will continue to be carefully calibrated as China walks a tightrope between supporting growth and maintaining financial stability.
By Pramol Dhawan, Ran Duan | Sep 28, 2020 Emerging Market Bonds: Part of a Resilient Portfolio? A basket of emerging market bonds may offer the same appeal investors have long sought from U.S. Treasuries.
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Aaditya Thakur Allison Boxer Andrew Balls Andrew Bosomworth Andrew T. Wittkop Anmol Sinha Beth MacLean Carol Liao Christian Stracke Chris Brightman Daniel H. Hyman Daniel J. Ivascyn David Fisher David Hammer David L. Braun Del Anderson Ed Devlin Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Greg E. Sharenow Harin de Silva Isaac Meng Ismael Orenstein James Moore Jamil Baz Jerome M. Schneider Jerry Woytash Joachim Fels John M. Devir John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kate Lehrkind Kenneth Chambers Ketish Pothalingam Konstantin Veit Kristofer Kraus Kwame Anochie Laura Graff Libby Cantrill Lillian Lin Lorenzo Pagani Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Michael Althof Michael Connor Mike Amey Mike Cudzil Mohsen Fahmi Nathan Chiaverini Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ran Duan Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy Sabeen Firozali Sachin Gupta Samuel Mary Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Stephen Chang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinicius Silva William Martinez Yacov Arnopolin Yishan Cao
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