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Secular Outlook Reaching for Resilience Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years.
Blog Secular Outlook Key Takeaways: Reaching for Resilience Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
Economic and Market Commentary Central Bank Action: Inflation or Growth?(video) Central Bank Action: Inflation or Growth? With headline inflation at nearly 8% in the U.S. and likely to move higher in the near term, the Fed and other central banks around the world seem focused on slaying the inflation dragon first and focusing on growth later. READ THE OUTLOOK
Economic and Market Commentary Too Hot, Too Cold: Anti-Goldilocks Economy(video) Too Hot, Too Cold: Anti-Goldilocks Economy Learn why we believe higher inflation and lower growth is likely over the near term, how the risk of a recession has increased, and where volatility is providing opportunities for flexible investors. READ THE OUTLOOK
Cyclical outlook PIMCOs Konjunkturausblick: Anti-Goldilocks(video) PIMCOs Konjunkturausblick: Anti-Goldilocks PIMCO-Chefökonom Joachim Fels erläutert unseren aktuellen Konjunkturausblick vor dem Hintergrund des Krieges in der Ukraine und welche Konsequenzen für Anleger zu erwarten sind.
Joachim Fels Global Economic Advisor Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Fels is a managing director and global economic advisor based in the Newport Beach office. He is a member of the Investment Committee and leads PIMCO's Secular Forum. Prior to joining PIMCO in 2015, he was global chief economist at Morgan Stanley in London. Previously he was an international economist at Goldman Sachs and a research associate at the Kiel Institute for the World Economy. He has 35 years of macro research experience and holds a diploma in international studies from the Johns Hopkins University School of Advanced International Studies in Bologna, Italy; a master's degree in economics from Universität des Saarlandes in Saarbrücken, Germany; and an undergraduate degree from Christian-Albrechts-Universität in Kiel, Germany.