By Erin Browne, Geraldine Sundstrom, Mihir P. Worah | 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.
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 Abhijeet Neogy Aditi Gupta Alex Petrone Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew Pyne Andrew T. Wittkop Anmol Sinha Beth MacLean Cathy Stahl Christian Stracke Christopher T. Getter Daniel H. Hyman Daniel J. Ivascyn David Hammer David L. Braun Ed Devlin Emily Y. Au-Yeung Emmanuel Roman Emmanuel S. Sharef Eve Tournier Francesc Balcells Frank Chen Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Graham A. Rennison Greg E. Sharenow Harin de Silva Hozef Arif Isaac Meng Ismael Orenstein James Moore Jamil Baz Jeff Helsing Jelle Brons Jeremie Banet Jeroen van Bezooijen Jerome M. Schneider Joachim Fels John M. Devir John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kenneth Chambers Kent Smith Ketish Pothalingam Kristofer Kraus Kwame Anochie Laura Graff Libby Cantrill Lillian Lin Loren Sageser Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Tracey Matthieu Loriferne Michael Althof Michael Connor Michael Kim 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 Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy Sachin Gupta Scott A. Mather Sean McCarthy Sonali Pier Stacey Shi Stephen Chang Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinicius Silva Yacov Arnopolin Yishan Cao
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