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 Daniel J. Ivascyn | Mar 25, 2019 Investing in Volatile Markets To take advantage of market volatility, investors need to be patient, defensive and flexible.
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 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 | 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.
Sep 07, 2018 Asset Allocation Views: Late-Cycle Investing Risk is rising late in the cycle. How should investors respond?
By Geraldine Sundstrom | Mar 01, 2018 Asset Allocation Views: Singles and Doubles Here are our asset allocation themes for multi-asset portfolios in 2018.
Feb 07, 2018 2018 Outlook: Looking Beyond Market Volatility With the dramatic spike in market volatility over the past week, many investors are asking what comes next.
By Jamil Baz, Josh Davis, Graham A. Rennison | Nov 06, 2017 Hedging for Profit: A Novel Approach to Diversification Combining bonds with other equity-risk-mitigation strategies may be more efficient than any single approach.
By John R. Cavalieri | Sep 19, 2017 Are Diversifying Assets Up Next in the Return-Seeking Cycle? After a sustained period of return leadership by U.S. stocks, a number of diversifying assets now appear poised for outperformance.
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 Jamil Baz | Apr 18, 2017 Bonds Are Different: The Active Advantage Most active bond funds and ETFs beat their median passive peers over the past 1,3,5, 7 and 10 years.
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.
Mar 03, 2017 What Major Economic Trends Will Affect Asset Allocation in 2017? Mihir Worah, CIO Asset Allocation and Real Return, discusses several major transitions currently underway in the global economy and details three of PIMCO’s high-conviction asset allocation views.
Feb 28, 2017 Two Compelling Investments for the Year Ahead The current environment has led many investors to reduce their expectations for future returns from traditional assets such as developed market stocks and bonds. Indeed, it raises the question of whether any attractively priced assets remain. That is, what is still “cheap”?
By | {{result.Date | date:'MMM dd, yyyy'}} {{result.FirmApprovalName}} Control Number: {{result.FirmApprovalCode}} | Firm Approval Expiration Date: {{result.FirmApprovalDate}} — {{result.CustomText}}
Daniel J. Ivascyn Emmanuel S. Sharef Erin Browne Geraldine Sundstrom Graham A. Rennison Jamil Baz John R. Cavalieri Josh Davis
May 2020 April 2020 March 2020 February 2020 January 2020 December 2019 November 2019 October 2019 September 2019 August 2019 July 2019 June 2019 May 2019 April 2019 March 2019 February 2019 January 2019 December 2018 November 2018 October 2018 September 2018 August 2018 July 2018 June 2018 May 2018 April 2018 March 2018 February 2018 January 2018 December 2017 November 2017 October 2017 September 2017 August 2017 July 2017 June 2017 May 2017 April 2017 March 2017 February 2017 January 2017 December 2016 November 2016 October 2016 September 2016 August 2016 July 2016 June 2016 May 2016 April 2016 March 2016 February 2016 January 2016 December 2015 November 2015 October 2015 September 2015 August 2015 July 2015 June 2015 May 2015 April 2015 March 2015