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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.
With a number of uncertainties on the horizon, the overall tone at this year’s IMF/World Bank meetings was one of caution.
A variety of factors will likely limit the scope for rates to rise significantly.
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.
We think the September CPI print – while likely affected by statistical noise – offers evidence that inflationary pressures remain broadly manageable.