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Group CIO Dan Ivascyn discusses PIMCO’s base case forecast that inflation will remain contained despite near-term risks to the upside, and also highlights the relatively low cost of hedging those risks.
For an extended discussion of our outlook for growth, inflation, and where we see opportunities in markets, please watch, “Positioning for a Growth Rebound,” with Group CIO Dan Ivascyn.
Group Chief Investment Officer
Heightened market volatility has led to misconceptions about credit, in our view. We dispel four of them here.
Federal Reserve hikes policy rate 50 basis points, while remaining flexible in fighting inflation.
In the absence of immediate and substantive policy easing at the national level, we believe that the sector could pose a serious risk to the government’s GDP growth target in 2022.
We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
Hotels have recovered from the depths of the pandemic, but markets continue to evolve and the recovery has been uneven.
The Bank of Canada embarked on a swift tightening path, but secular forces still weigh on the longer-run interest rate outlook.
Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
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