Blog Inflation Outlook: Relatively Range‑Bound Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term. For an extended discussion of our outlook for growth and inflation in 2021, as well as the opportunities we see in markets as the global economy recovers, please watch, "Preparing Portfolios for Recovery and Growth," with Group CIO Dan Ivascyn. WATCH NOW
Insights Weekly Market Update Geraldine Sundstrom, portfolio manager, comments on what’s moving markets and how the PIMCO GIS Dynamic Multi-Asset Fund (DMAF) is positioned.
Blog Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
Cyclical outlook 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 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.
Strategy Spotlight PIMCO Capital Securities Strategy Update: Banks Show Remarkable Stability Amid Pandemic‑fueled Disruption Despite the unprecedented economic disruptions of 2020, a combination of supportive policy interventions and a decade-long de-risking of balance sheets explain surprisingly resilient bank fundamentals in developed markets.
Blog Will Taxes Rise in the U.S.? Democrats could begin working on a tax bill later this year, but resulting tax hikes may be weaker and less of a headwind to growth than some fear.
Quantitative Research and Analytics Three Dogs That Did Not Bark: Risk Premia and Stock Market Shocks
Blog Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
Cyclical outlook 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 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.