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Economic and Market Commentary Finder

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Asset Allocation Outlook
Behavioral Insights
Cyclical outlook
Economic Outlook
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Global Markets
Investment Outlook
Macro Perspectives
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View from the Investment Committee

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Clear

Andrew Balls

CIO Global Fixed Income

Jamil Baz

Global Advisory Board

Andrew Bosomworth

Erin Browne

Portfolio Manager, Multi-Asset Strategies

Libby Cantrill

Public Policy

Richard Clarida

Former Global Strategic Advisor, 2006-2018

Tony Crescenzi

Portfolio Manager, Market Strategist

Joachim Fels

Global Economic Advisor

David Fisher

Co-Head of Strategic Accounts, U.S. Global Wealth Management

Jennifer Gongola

Behavioral Science Research Manager

Helen Guo

Quantitative Research Analyst, Client Solutions and Analytics

Daniel J. Ivascyn

Group Chief Investment Officer

Sean Klein

Client Solutions & Analytics

Nicola Mai

Portfolio Manager, Sovereign Credit Analyst

Rene Martel

Head of Retirement

Lupin Rahman

Head of EM Sovereign Credit

Emmanuel Roman

Chief Executive Officer

Jerome M. Schneider

Head of Short-Term Portfolio Management

Emmanuel S. Sharef

Portfolio Manager, Asset Allocation and Multi Real Asset

Avi Sharon

Product Strategist

Kimberley Stafford

Global Head of Product Strategy

Geraldine Sundstrom

Portfolio Manager, Asset Allocation, EMEA

Richard Thaler

Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business

Tiffany Wilding

North American Economist

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Asset Allocation Outlook

Late-Cycle Strategies

We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.

Seizing Opportunities as Valuations Improve

View from the Investment Committee

Seizing Opportunities as Valuations Improve(video)

Market volatility has lifted bond yields, which can create better long-term investment opportunities and generate higher income. Group CIO Dan Ivascyn discusses how investors can add exposure to areas that have become more attractive.

View from the Investment Committee

Guarding Against Inflationary Risks(video)

Dan Ivascyn, Group CIO, discusses our outlook for inflation and why it still makes sense to protect portfolios from its impact.

PIMCOs Konjunkturausblick: Anti Goldilocks

Cyclical outlook

PIMCOs Konjunkturausblick: Anti-Goldilocks(video)

PIMCO-Chefökonom Joachim Fels erläutert unseren aktuellen Konjunkturausblick vor dem Hintergrund des Krieges in der Ukraine und welche Konsequenzen für Anleger zu erwarten sind.

Cyclical outlook

Anti-Goldilocks

Active management and risk awareness may help investors navigate a global economy where inflation becomes “too hot” and growth “too cold.”

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Economic and Market Commentary Finder

Late-Cycle Strategies

Late-Cycle Strategies

Seizing Opportunities as Valuations Improve(video)

Seizing Opportunities as Valuations Improve

Guarding Against Inflationary Risks(video)

Guarding Against Inflationary Risks

PIMCOs Konjunkturausblick: Anti-Goldilocks(video)

PIMCOs Konjunkturausblick: Anti-Goldilocks

Anti-Goldilocks

Anti-Goldilocks