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PIMCO

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  • GIS Income Fund Quarterly Update April 2019: Turning Volatility into Opportunity
    GIS Income Fund Quarterly Update April 2019: Turning Volatility into Opportunity
    Erin Leighty, Dan Ivascyn, Alfred Murata & Josh Anderson Recorded: Apr 30 2019 24 mins
    In this webcast, Income Strategy portfolio managers Dan Ivascyn, Alfred Murata and Josh Anderson will:
    • Provide an update on Income Strategy
    • Discuss attribution and portfolio positioning
    • Answer client questions about the strategy and our 2019 outlook
  • PIMCO Economic Outlook:Flatlining at The New Neutral
    PIMCO Economic Outlook:Flatlining at The New Neutral
    Joachim Fels and Scott Mather moderated by Olicia Albrecht Recorded: Apr 10 2019 40 mins
    What will the markets bring over the next 12 months? Joachim Fels, global economic advisor, Scott Mather, CIO U.S. core strategies, and Olivia Albrecht, fixed income and ESG strategist, discuss our global outlook across regions, markets and asset classes and offer actionable ideas to help investors navigate the current environment and prepare for what’s ahead.
  • Three Asset Allocation Opportunities for 2019
    Three Asset Allocation Opportunities for 2019
    Geraldine Sundstrom Recorded: Mar 11 2019 4 mins
    As market volatility increases, investors may look to capitalize on idiosyncratic opportunities to grow returns. PIMCO Portfolio Manager, Asset Allocation Geraldine Sundstrom takes a deeper dive into three investment ideas that span the globe.
  • Geting a read on the Business Cycle
    Geting a read on the Business Cycle
    Erin Browne Recorded: Mar 11 2019 3 mins
    Three main economic indicators can inform where we are in the business cycle. Portfolio Manager, Multi-Asset Strategies Erin Browne discusses how these factors influence PIMCO’s asset allocation decisions.
  • Dynamic through the Cycle
    Dynamic through the Cycle
    Geraldine Sundstrom, and Mihir Worah Recorded: Mar 11 2019 5 mins
    The team behind the PIMCO Dynamic Multi-Asset Fund (DMAF) shed light on the firm’s asset allocation process and how the strategy’s broad toolkit can help navigate the business cycle
  • Are Bonds Your New Best Friend
    Are Bonds Your New Best Friend
    Mihir Worah Recorded: Mar 11 2019 3 mins
    Stock-bond correlations could be impacted in a late-cycle economic environment. PIMCO’s CIO Asset Allocation and Real Return Mihir Worah offers more details.
  • Asset Allocation Outlook:Stay Large, Stay Liquid, Stay Defensive
    Asset Allocation Outlook:Stay Large, Stay Liquid, Stay Defensive
    Geraldine Sundstrom, Mihir Worah and Erin Browne Recorded: Mar 11 2019 6 mins
    PIMCO’s investment professionals explore key asset allocation takeaways – and strategies – for navigating what we believe is the late stage of the economic cycle.
  • Credit Outlook 2019: With volatility comes opportunities
    Credit Outlook 2019: With volatility comes opportunities
    Mark Kiesel and Anna Dragesic Recorded: Jan 31 2019 35 mins
    The credit markets have started 2019 with a bang, in sharp contrast to the fourth quarter when risk assets sold off sharply, capping out one of the worst years for credit. With all this volatility, PIMCO wanted to provide a recap of recent market moves across investment grade and high yield credit and highlight relative value opportunities. 

Mark Kiesel, CIO for Global Credit, discusses PIMCO’s market outlook, answers top-of-mind client questions and provides actionable ideas to position portfolios for the year ahead.
  • PIMCO’S Economic Outlook
    PIMCO’S Economic Outlook
    Joachim Fels and Scott Mather moderated by Olivia Albrecht Recorded: Jan 31 2019 44 mins
    Joachim Fels, global economic advisor, Scott Mather, CIO U.S. core strategies, and Olivia Albrecht, fixed income and ESG strategist, will provide our 2019 global economic outlook and highlight how the key risks and opportunities we’re seeing may affect investors. 
  • Capital Securities Strategy Outlook
    Capital Securities Strategy Outlook
    Philippe Bodereau and Matthieu Loriferne and Philipp Nowak Recorded: Jan 30 2019 33 mins
    Market volatility and rising rates have weighed on bond investors’ minds in 2018 but have created opportunities for attractive returns in 2019. One such area is Capital Securities where valuations are compelling and fundamentals are strong with banks’ capital levels at multi-decade highs.
    In this webinar Philippe Bodereau and Matthieu Loriferne, portfolio managers for the Capital Securities strategy, and Philipp Nowak, Credit Product Strategist, will give an update on the markets and how PIMCO is taking advantage of new opportunities.

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