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.” READ HERE
Blog Fed Outlook: Expeditious but Nimble Federal Reserve hikes policy rate 50 basis points, while remaining flexible in fighting inflation.
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.
Blog Bank of Canada: Hike More Now, Less Later The Bank of Canada embarked on a swift tightening path, but secular forces still weigh on the longer-run interest rate outlook.