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PIMCO experts discuss the secular trends that have the potential to disrupt the global economy, financial markets and investors’ portfolios over the next several years.
For more insights on developments that could move economies and markets, see our recent Secular Outlook, “Dealing With Disruption.”
Fixed Income Strategist
Global Economic Advisor
We expect the global economy and financial markets to transition from intense near-term pain to gradual healing over the next six to 12 months. However, there is the risk if not the likelihood of an uneven recovery, with significant setbacks along the way and some permanent damage.
The $2.2 trillion stimulus is the biggest ever, but the U.S. Congress may be forced to do even more.
Canada’s economy may be at greater risk for lasting damage, but we believe Ottawa is well-positioned to respond.