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 Lupin Rahman | Oct 15, 2018 Ten Investor Takeaways From the 2018 Annual IMF/World Bank Meetings With a number of uncertainties on the horizon, the overall tone at this year’s IMF/World Bank meetings was one of caution.
By Tony Crescenzi | Oct 12, 2018 Rising Rates: Not So Fast A variety of factors will likely limit the scope for rates to rise significantly.
By Daniel H. Hyman | Oct 12, 2018 Quick Takes: Will Rising Rates Hurt the Housing Market? Daniel Hyman, co-head of PIMCO’s agency mortgage portfolio management team, provides insight into the factors that inform our favorable view of the housing market.
By Tiffany Wilding | Oct 12, 2018 Used Car Prices Plunge, Leading to Softer-Than-Expected Core CPI Reading We think the September CPI print – while likely affected by statistical noise – offers evidence that inflationary pressures remain broadly manageable.
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Aaditya Thakur Aditi Gupta Alex Petrone Andrew Balls Andrew Bosomworth Andrew DeWitt Andrew Pyne Andrew T. Wittkop Anmol Sinha Axel Potthof Benjamin Strom Beth MacLean C. Del Anderson Cathy Stahl Chitrang K. Purani Christian Stracke Daniel H. Hyman Daniel J. Ivascyn Danny Seth David Fisher David Hammer Ed Devlin Emily Y. Au-Yeung Emmanuel S. Sharef Eric J. Mogelof 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 Jeremie Banet Jeroen van Bezooijen Jerome M. Schneider Jinhy Yoon 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 Libby Cantrill Loren Sageser Lupin Rahman Marc P. Seidner Mark R. Kiesel Matthew Livas Matthew Sinni Matthew Tracey Michael A. Gomez Michael Althof Michael Connor 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 Ronald Jin Sachin Gupta Scott A. Mather Scott Berman Sean McCarthy Sonali Pier Stacey Shi Taosha Wang Tiffany Wilding Tomoya Masanao Tony Crescenzi Vicky Zhao Vinicius Silva Yacov Arnopolin Yishan Cao
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