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PIMCO

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  • 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.
  • Dynamic Multi Asset Fund Webcast Jan 2019
    Dynamic Multi Asset Fund Webcast Jan 2019
    Geraldine Sundstrom and Dan Phillipson Recorded: Jan 30 2019 20 mins
    Geraldine Sundstrom, Managing Director and head of Asset Allocation in EMEA, and Daniel Phillipson, EMEA Head of Product Strategy will provide an update on the PIMCO Dynamic Multi-Asset Strategy.
    Following a year of rising political tensions, tighter monetary policy and the return of market volatility, they’ll discuss:
    •What factors drove markets in 2018 and our outlook going forward
    •How PIMCO’s Dynamic Multi-Asset Strategy performed
    •How we’re positioning multi-asset portfolios in 2019
  • GIS Income Fund Webcast Jan 2019
    GIS Income Fund Webcast Jan 2019
    Dan Ivascyn and Alfred Murata Recorded: Jan 30 2019 28 mins
    Dan Ivascyn and Alfred Murata, portfolio managers of the PIMCO Income Fund will:
    •Provide an update on the fund
    •Discuss attribution and portfolio positioning
    •Address client questions about the fund and our 2019 macro outlook

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