Blog Rapid Fire: Recession Odds, Risk Assets and Profit Margins PIMCO experts answer top-of-mind investor questions, including the likelihood of a near-term recession, whether risk assets may have more room to rally and the prospect of shrinking margins.
Read PIMCO’s latest Cyclical Outlook, “Flatlining at The New Neutral,” for further insights into the outlook for the global economy along with takeaways for investors. READ HERE
Secular Outlook Reaching for Resilience Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years.
Blog Secular Outlook Key Takeaways: Reaching for Resilience We believe shorter business cycles, elevated volatility, and diminished policy responses warrant a focus on portfolio resilience over reaching for yield.
Blog Fed Battles Inflation Despite the Costs The Federal Reserve ratchets up the pace of monetary tightening, raising questions about the U.S. growth outlook.