By Geraldine Sundstrom, Tania Bachmann, John Mullins | Jun 10, 2022 Semiconductors: A Less Cyclical Future The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
By Geraldine Sundstrom, Tania Bachmann, John Mullins | Apr 14, 2022 Russia-Ukraine Ramifications: Not All Trade Is Created Equal The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.
By Erin Browne, Geraldine Sundstrom | Dec 07, 2021 Asset Allocation Views: Opportunity Amid Transformation Disruptive trends and fatter tail risks highlight the importance of selection within asset classes and regions.
By Yishan Cao, Geraldine Sundstrom | Apr 08, 2021 Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
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 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 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 Geraldine Sundstrom | Jun 23, 2020 Cyclicals 2.0: Green and Digital The text book rules about where to invest following a recession may not apply in a post-pandemic world; more than bricks and mortar, stimulus efforts are green and digital now.
By Geraldine Sundstrom | May 15, 2020 Post-COVID Economy: Not the Way We Were The COVID-19 crisis is likely to accelerate many underlying, secular disruptive forces already affecting economies and financial markets. This may only increase the difference between those companies, sectors, and countries that are being disrupted, and those that are acting more like disruptors. Distinguishing between the two is becoming crucial.
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 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 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 Geraldine Sundstrom | Feb 28, 2019 Equities vs. Bonds? Look to China for Clues Chinese stimulus could be instrumental in deciding which investors are proved right.
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 Geraldine Sundstrom, Emmanuel S. Sharef | Nov 19, 2018 Asset Allocation: Following the Cash to Find Quality in Equities In the search for quality, we think focusing on corporate cash balances (too often overlooked by equity investors) is especially important in today’s late-cycle market.
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 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.
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