By Peder Beck-Friis, Ketish Pothalingam | Jan 20, 2021 Beyond Brexit: Outlook and Risks for the U.K. Economy Despite seeing major market swings following the 2016 Brexit referendum, we don’t expect Britain’s departure from the European Union (EU) to have any major economic effects in our baseline outlook for 2021 and beyond. Far more important are COVID-19, fiscal policy, and bigger questions around future productivity growth.
By Gene Frieda, Pramol Dhawan | Jan 19, 2021 Tail Winds Provide Lift for Emerging Markets Investments A confluence of dynamics are set to accelerate global capital flows to emerging markets amid attractive valuations.
By Joachim Fels, Andrew Balls | Jan 12, 2021 Cyclical Outlook Takeaways: Bounded Optimism on the Global Economy Global output and demand are likely to rebound strongly in 2021, but we see risks that call for careful portfolio positioning.
By Libby Cantrill, Tiffany Wilding, Allison Boxer | Jan 08, 2021 A Narrowly Democratic Congress Could Boost Spending and Growth With a narrowly Democratic Congress, U.S. fiscal spending is likely to increase on economic relief from the pandemic, infrastructure, and healthcare, boosting the economic rebound.
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.
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Aaditya Thakur Allison Boxer Andrew Balls Andrew Bosomworth Andrew T. Wittkop Anmol Sinha Beth MacLean Chitrang K. Purani Christian Stracke Chris Brightman Courtney Garcia Daniel H. Hyman Daniel J. Ivascyn David Fisher David Forgash David Hammer David L. Braun Del Anderson Ed Devlin Emmanuel Roman Emmanuel S. Sharef Erin Browne Eve Tournier Gavin Power Gene Frieda Geraldine Sundstrom Giang Bui Greg E. Sharenow Harin de Silva Isaac Meng Ismael Orenstein James Moore Jamil Baz Jerome M. Schneider Jerry Woytash Jinhy Yoon Joachim Fels John M. Devir John R. Cavalieri 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 Sinni Matthew Tracey Michael A. Gomez Michael Althof Mike Amey Mike Cudzil Mohsen Fahmi Nathan Chiaverini Nicholas J. Johnson Nicola Mai Olivia A. Albrecht Peder Beck-Friis Philippe Bodereau PIMCO Pramol Dhawan Ray Huang Richard Clarida Rick Chan Robert Mead Ryan Murphy Sabeen Firozali Sachin Gupta Samuel Mary Scott A. Mather Scott Berman Sean McCarthy Sonali Pier Stephen Chang Taosha Wang Tiffany Wilding Tina Adatia Tomoya Masanao Tony Crescenzi Vinicius Silva William Martinez Yacov Arnopolin Yishan Cao
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