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.
By Scott A. Mather, Gavin Power | Sep 23, 2020 The New Sustainable Finance Principles Launched in September 2020, the CFO Principles for Integrated SDG Investments and Finance are designed to help create a market for corporate SDG (Sustainable Development Goal) investments.
By Mike Cudzil, Daniel H. Hyman | Sep 22, 2020 Should the Fed Buy Treasuries or Agency MBS During QE? Yes We believe the Fed’s mortgage purchase program is helping to bolster economic activity, and accomplishing more than Treasury purchases alone.
By Peder Beck-Friis | Sep 22, 2020 Fiscal, Not Monetary, to Determine Europe’s Inflation Path Ahead Strong money growth in Europe has raised concerns about inflation taking off. We have a different view.
By Allison Boxer, Joachim Fels | Sep 18, 2020 The Fed's New Guidance: Surprising Is Not Convincing The lack of market reaction suggests that many investors are not convinced that the Fed’s new guidance represents any material shift in policy.
By Scott A. Mather, Anmol Sinha | Sep 10, 2020 The Role of Bonds in a New Era of Low Yields Resiliency and diversification potential remain critical in a world with meaningful uncertainty ahead.
By Allison Boxer, Joachim Fels | Aug 27, 2020 Monetary Policy Framework: The Fed Says What, But Needs Help on How Fed officials seek higher inflation but need help from fiscal policymakers.
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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 Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Fisher David Hammer David L. Braun Del Anderson Ed Devlin Emily Y. Au-Yeung 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 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 Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinicius Silva William Martinez Yacov Arnopolin Yishan Cao
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