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Cyclical outlook Dealing With an Inflation Head Fake Dealing With an Inflation Head Fake The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.
Blog Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake Cyclical Outlook Key Takeaways: Dealing With an Inflation Head Fake The global economy is poised for a strong recovery. Inflation is likely to spike temporarily, but we forecast that much of this rise will reverse later this year.
Economic and Market Commentary 2021 Global Economic Outlook in Brief(video) 2021 Global Economic Outlook in Brief The global economy is likely to rebound strongly in 2021, with potentially the strongest global GDP growth in more than a decade – but there are also three key risks that investors should be aware of. Discover Opportunities at PIMCO
Economic and Market Commentary PIMCO High Conviction Views 2021: Mortgages and Private Credit(video) PIMCO High Conviction Views 2021: Mortgages and Private Credit Looking for investment ideas for the year ahead? Learn why housing-related assets and private credit strategies are two of our highest conviction ideas for 2021. More on Alternatives at PIMCO
Cyclical outlook Bounded Optimism on the Global Economy Bounded Optimism on the Global Economy Vaccinations and fiscal support should lift the global economy in 2021, but several risks call for careful portfolio positioning.
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 quarterly Cyclical as well as the Secular Forum process. 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 33 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.