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.
By Geraldine Sundstrom | Mar 01, 2018 Asset Allocation Views: Singles and Doubles Here are our asset allocation themes for multi-asset portfolios in 2018.
By 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.
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Aaditya Thakur Allison Boxer Andrew Balls Andrew Bosomworth Andrew T. Wittkop Anmol Sinha Beth MacLean Carol Liao Chee Yang Lam Christian Stracke Chris Brightman Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Fisher David Forgash David Hammer David L. Braun Ed Devlin Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Frank Chen Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Greg E. Sharenow Harin de Silva Ismael Orenstein Jamil Baz Jerome M. Schneider Jerry Woytash Joachim Fels John M. Devir John R. Cavalieri Josh Davis Joshua Anderson Julie P. Callahan Kate Lehrkind Kenneth Chambers Ketish Pothalingam Konstantin Veit Kwame Anochie 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 Normane Gillmann Olivia A. Albrecht Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy Sabeen Firozali Samuel Mary Scott A. Mather Sean McCarthy Sonali Pier Stephen Chang Steve A. Rodosky Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinayak Seshasayee Vinicius Silva William Martinez Yacov Arnopolin Yi Qiao Yishan Cao
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