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.
By 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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