By Geraldine Sundstrom | Mar 14, 2018 Overweight Equities in 2018 Despite Volatility Geraldine Sundstrom, asset allocation portfolio manager, explains PIMCO’s constructive view on equities and describes the nuances of finding value in U.S., European and Japanese equity markets in 2018.
By Mihir P. Worah, Geraldine Sundstrom | Mar 01, 2018 Asset Allocation Views: Singles and Doubles Here are our asset allocation themes for multi-asset portfolios in 2018.
By Mihir P. Worah, Geraldine Sundstrom | Aug 24, 2017 Asset Allocation Views: Preparing for Pivot Points With critical policy pivots on the horizon, investors should approach asset allocation with full appreciation for downside risk and stay focused on relative value and security selection.
By Geraldine Sundstrom | Mar 03, 2017 Where We See Strength in Equity Markets 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.
By Mihir P. Worah, Geraldine Sundstrom | Nov 30, 2016 PIMCO’s Asset Allocation Views: The Trump Card? Given our base case of modest global growth aided by a fiscal boost in the U.S., we believe positive returns can still be earned via targeted risk-taking.
By Geraldine Sundstrom | May 03, 2016 Asset Allocation View: Are Emerging Markets Turning the Corner? We are beginning to redeploy capital to emerging markets where we can find good value.
By Geraldine Sundstrom | Mar 15, 2016 Attractive Opportunities in Global Credit Geraldine Sundstrom, managing director and portfolio manager for asset allocation strategies, discusses investment opportunities in global credit markets in 2016.
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Aaditya Thakur Aditi Gupta Alex Petrone Alfred T. Murata Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew Pyne Andrew T. Wittkop Benjamin Strom Beth MacLean Christian Stracke Daniel H. Hyman Daniel J. Ivascyn Danny Seth David Hammer Ed Devlin Eve Tournier Francesc Balcells Frank Chen 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 Jason Duko 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 Kent Smith Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Ryan Libby Cantrill Loren Sageser Luke Spajic Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Tracey Michael A. Gomez Michael Althof Michael Brownell 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 Raja Mukherji Ray Huang Richard Clarida Rick Chan Robert Mead Ronald Jin Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Steve Sapra Taosha Wang Tiffany Wilding Tomoya Masanao Tony Crescenzi Vicky Zhao Vinicius Silva William G. De Leon Yacov Arnopolin Yishan Cao
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