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, Geraldine Sundstrom | Jul 01, 2020 Asset Allocation Takeaways: Building Resiliency Amid Uncertainty In this abridged version of our July 2020 Asset Allocation Outlook, we discuss how we are positioning multi-asset allocation portfolios in light of our outlook for the global economy.
By Erin Browne, Geraldine Sundstrom | Feb 19, 2020 Asset Allocation Views: Prolonging the Expansion Read our key takeaways from our 2020 Asset Allocation Outlook, including how we are positioning multi-asset portfolios in light of our outlooks for the global economy and markets.
By Scott A. Mather, Anmol Sinha | Aug 29, 2019 How Fed Easing May Affect Investments What are the portfolio implications of Fed rate cuts?
By Erin Browne, Geraldine Sundstrom | Aug 28, 2019 Asset Allocation Views: Easing Into Slowing Growth Read our key takeaways from our 2019 Asset Allocation Midyear Update, including how we are positioning multi-asset portfolios in light of our outlooks for the global economy and markets.
By Jerome M. Schneider | May 30, 2019 Quick Takes: Can De-Risking Portfolios Support Returns Too? For investors looking to earn income and de-risk portfolios, short-term investments may be an attractive opportunity.
By Daniel J. Ivascyn | Mar 25, 2019 Investing in Volatile Markets To take advantage of market volatility, investors need to be patient, defensive and flexible.
By Geraldine Sundstrom | Mar 14, 2019 Three Asset Allocation Opportunities for 2019 As market volatility increases, investors may look to capitalize on idiosyncratic opportunities to grow returns.
By Geraldine Sundstrom, Erin Browne | Mar 11, 2019 Asset Allocation Outlook: Stay Large, Stay Liquid, Stay Defensive PIMCO’s investment professionals explore key asset allocation takeaways – and strategies – for navigating what we believe is the late stage of the economic cycle.
By Erin Browne, Geraldine Sundstrom | Feb 06, 2019 Asset Allocation Views: Late Cycle vs. End Cycle Investing Here are key takeaways from our 2019 Asset Allocation Outlook on how we are positioning asset allocation portfolios in light of our outlook for the global economy and markets.
By Emmanuel Roman | Dec 27, 2018 Emerging Markets: Risks and Opportunities Learn the key factors we watch in assessing investments in emerging markets.
By Emmanuel Roman | Dec 14, 2018 Active Versus Passive Investing: Why Bonds Are Different Several features of bond markets and the broader economy tend to favor active fixed income managers over their passive peers.
By Emmanuel Roman | Nov 07, 2018 The Power of Information: Data and Investment Decisions The ability to acquire, structure and use data is critical to making investment decisions and providing solutions for clients.
By Philippe Bodereau, Matthieu Loriferne | Nov 05, 2018 Volatility Brings Opportunity in Bank Capital Securities Recent volatility means capital securities now offer a compelling combination of yield, duration and credit risk.
By Laura Graff | Oct 25, 2018 An Improving Environment for Capital-Efficient Equity Investing Capital-efficient strategies that incorporate equity futures may be valuable in the low-return environment ahead.
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 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.
Sep 07, 2018 Asset Allocation Views: Late-Cycle Investing Risk is rising late in the cycle. How should investors respond?
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Anmol Sinha Daniel J. Ivascyn Emmanuel Roman Emmanuel S. Sharef Erin Browne Geraldine Sundstrom Graham A. Rennison Helen Guo Jamil Baz Jerome M. Schneider Josh Davis Laura Graff Marc P. Seidner Mark R. Kiesel Matthieu Loriferne Nicholas J. Johnson Olivia A. Albrecht Philippe Bodereau PIMCO Sachin Gupta Scott A. Mather Sonali Pier
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