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Asset Allocation Secular Forecast | Currencies

Mihir Worah, CIO Asset Allocation and Real Return, gives an outlook on currencies.
Recorded Aug 21 2015 1 min
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Presented by
Mihir Worah, CIO Asset Allocation and Real Return, PIMCO
Presentation preview: Asset Allocation Secular Forecast | Currencies

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  • Channel
  • Channel profile
  • Trade Floor Update: Currency and Bond Markets | February 2018 Recorded: Feb 5 2018 4 mins
    Gene Frieda
    Five key questions answered about markets today, including whether the U.S. dollar will continue to weaken and if we’re entering a bear market in bonds.
  • A Solid Return for Uncertain Markets Recorded: Jan 29 2018 5 mins
    Scott Mather, Mihir Worah, Mark Kiesel
    With key risks on the horizon, portfolio defense may be more important than ever. The portfolio managers behind PIMCO Total Return offer an inside look at the process that has fueled the core bond strategy for decades - and how they are managing the strategy to prepare for what’s ahead.
  • Economic Outlook: Peak Growth Recorded: Jan 17 2018 42 mins
    Olivia Albrecht with Scott Mather and Joachim Fels
    Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, PIMCO expects the global expansion to continue in 2018. Yet investors should prepare for both the consequences of policy shifts and the opportunities presented in more difficult market conditions.
  • What to make of the Fed’s June Rate Hike and Balance Sheet Plan Recorded: Jun 21 2017 6 mins
    Richard Clarida, Global Strategic Advisor, PIMCO
    As expected the Fed hiked rates in its June meeting, but the unexpected news is the detailed plan it released to shrink and normalize its balance sheet.
  • Implications of PIMCO’s Secular Outlook Recorded: Jun 21 2017 9 mins
    Dan Ivascyn, Group CIO, PIMCO
    Group CIO Dan Ivascyn discusses how PIMCO is positioning portfolios in light of our long-term macroeconomic outlook.
  • Strategies for downside protection of your investment portfolio Recorded: Jun 12 2017 36 mins
    Tina Adatia, Haran Karunakaran
    Please join us for a discussion on different approaches to add downside portfolio protection in the current investing environment of lower yields, low volatility and generally neutral or rich valuations. As many investors perceive traditional fixed income solutions to be less attractive in providing downside protection and the cost of outright hedging options seems high, many discussions revolve around other portfolio diversifiers and options to improve resilience of portfolios in the downside scenario. The session will focus on best ways to protect client portfolios and pros and cons of various approaches.
  • Bonds are Different: Resolving the Active versus Passive Debate Recorded: Apr 28 2017 28 mins
    Tina Adatia & Olga Serhiyevich
    Opinions in the active-passive investment debate have drifted poles apart over recent years. We revisit this discussion by contrasting equity and bonds. We look at performance numbers and find that, unlike their stock counterparts, active bond mutual funds have largely outperformed their median passive peers over our sample period. We offer conjectures as to why bonds and stocks differ. Differences may be due to:

    •The large proportion of noneconomic bond investors
    •Benchmark rebalancing frequency and turnover
    •Structural tilts in fixed income space
    •The wide range of financial derivatives available to active bond managers
    •Security-level credit research and new issue concessions

    In short, informational efficiencies make beating equity markets difficult. But we believe that's not the case with fixed income, where noneconomic and passive investors pursue agendas that are not exclusively about total return
    Put simply, bonds are different.
  • PIMCO’s Cyclical Outlook: Strengthening Economic Expansion Recorded: Apr 20 2017 14 mins
    Joachim Fels, Global Economic Advisor, PIMCO
    Joachim Fels, Global Economic Advisor, and Portfolio Strategist Olivia Albrecht discuss PIMCO’s forecast for global growth and inflation, highlighting the reasons we have more confidence that the global economic expansion will strengthen and broaden over the cyclical horizon.
  • Finding Value in Fully-Valued Markets Recorded: Apr 12 2017 8 mins
    Daniel Ivascyn, Group CIO, PIMCO
    Group CIO Dan Ivascyn explains why PIMCO is still constructive on housing, more active in EM and cautious about interest rate exposure.
  • Opportunities in the mortgage sector Recorded: Apr 6 2017 28 mins
    Ryan Murphy - Product Manager, Dan Hyman - Managing Director and Portfolio Manager, PIMCO
    The global mortgage-backed securities (MBS) market offers an often overlooked opportunity set. Securities range across the spectrum in terms of interest rate and credit risk sensitivity allowing flexibility to navigate changing markets. Mortgage performance is more often tied to consumer credit and real estate fundamentals rather than the strength of corporate balance sheets. Allocating to MBS means investors can help diversify existing bond allocations and potentially enhance returns without increasing equity correlation.
  • What to Make of the Fed’s March Message Recorded: Mar 17 2017 4 mins
    Richard Clarida, Global Strategic Advisor, PIMCO
    At its March meeting, the Fed hiked rates as expected and left the projected path for rates unchanged. Yet, as Chair Yellen likes to remind us, the Fed is not on autopilot.
  • Demystifying the Outlook for Emerging Markets Recorded: Jan 5 2017 38 mins
    Michael A Gomez, Pramol Dhawan, and Lupin Rahman - PIMCO
    Emerging market investors initially reacted to the surprise result of the U.S. presidential election with a sharp pullback – just as the sector seemed to be staging a comeback. Despite continuing policy uncertainties, PIMCO’s outlook for the asset class is far more nuanced.
  • Asset Allocation Outlook – an update into 2017 Recorded: Dec 15 2016 29 mins
    Geraldine Sundstrom, Managing Director and Portfolio Manager, and Daniel Phillipson, Head of Product Management, EMEA, PIMCO
    Please join us for a discussion of current market themes and cross-asset class investment implications. Geraldine Sundstrom and Dan Phillipson will discuss market dynamics and where investment opportunities remain amidst uncertain markets.
  • Market Update Post-Brexit Recorded: Oct 27 2016 31 mins
    Mike Amey, Managing Director, Portfolio Manager; Ketish Pothalingam, Portfolio Manger
    An update on recent developments on the macro-economic and policy backdrop and what it means for investors.
  • Asset Allocation Outlook – An update into year end Recorded: Oct 10 2016 38 mins
    Geraldine Sundstrom, Managing Director and Portfolio Manager, and Daniel Phillipson, Head of Product Management, EMEA, PIMCO
    Please join us for a discussion of current market themes and cross-asset class investment implications. Geraldine Sundstrom and Dan Phillipson will discuss market dynamics and where investment opportunities remain amidst uncertain markets.
  • Escaping Financial Repression Recorded: Jul 28 2016 31 mins
    Mike Amey & Berdibek Ahmedov
    A discussion on ways to deliver positive absolute returns with low volatility in the current environment
  • Secular Outlook: Stable but not Secure Recorded: Jul 7 2016 29 mins
    Mike Amey, Geraldine Sundstrom, EveTournier from PIMCO
    A review of PIMCO's updated economic outlook for the next 3-5 years.
  • Brexit: What Lies Ahead? Recorded: Jun 29 2016 43 mins
    Andrew Balls, Mike Amey, Philippe Bodereau
    On Tuesday 28 June, PIMCO hosted a conference call with London-based Portfolio Managers Andrew Balls, Mike Amey and Philippe Bodereau, discussing the investment outlook and questions in the wake of the historic Brexit referendum in the UK on 23 June 2016.
  • Equity Diversification in a world of near-zero rates Recorded: Jun 22 2016 32 mins
    Michael Connor and Graham Rennison, PIMCO
    With interest rates at or below zero in many developed economies, investors are broadening their search for positive-returning assets that can help diversify equity risk. Fixed income assets, whose prices traditionally rally as equity markets fall, are seeing reduced usage in this role, because many investors believe interest rates have limited scope to fall further. The webinar will discuss the pros and cons of using trend-following strategies as an alternative way to diversify equity risk.
  • Investment opportunities in the energy markets - master limited partnerships Recorded: Jun 7 2016 31 mins
    John Devir, Portfolio Manager, PIMCO; and Berdibek Ahmedov CFA, Product Specialist, PIMCO
    With some stabilization in the energy markets, investors have started to look for energy-related opportunities. The podcast will focus on best ways to take advantage of the opportunity in the secular growth in the North American energy sector by investing in the equity and debt of publicly traded master limited partnerships (“MLPs”) and related energy companies.
PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 45+ years since, we have continued to bring innovation and expertise to our partnership with clients seeking the best investment solutions. Today we have offices across the globe and 2,200 professionals united by a single purpose: creating opportunities for investors in every environment.

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  • Title: Asset Allocation Secular Forecast | Currencies
  • Live at: Aug 21 2015 12:15 pm
  • Presented by: Mihir Worah, CIO Asset Allocation and Real Return, PIMCO
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