Asset Allocation Outlook – An update into year end

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.

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.

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.

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

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.

PIMCO’s investment professionals explore key asset allocation takeaways – and strategies – for navigating what we believe is the late stage of the economic cycle.

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.

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. 

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.

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

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

What will the outcome of the U.S. midterm elections mean for global markets? Libby Cantrill, PIMCO's head of public policy, and Scott Mather, CIO of U.S. Core Strategies, discuss what we see on the horizon for U.S. policy and implications for investing.

Recent market volatility can feel unsettling for investors, but it shouldn’t come as a surprise given late-cycle dynamics. Join us as Portfolio Managers and CIOs Dan Ivascyn (Income Strategy) and Marc Seidner (Dynamic Bond Strategy) discuss PIMCO’s market outlook, answer top-of-mind client questions and provide actionable ideas to position portfolios for the uncertainty ahead.

In this webcast, Income Fund portfolio managers Dan Ivascyn and Alfred Murata will:
•Provide an update on the fund
•Discuss attribution and portfolio construction
•Address client questions about the fund and our macro outlook

Prepare for what’s ahead with Joachim Fels, global economic advisor, Andrew Balls, CIO global fixed income, and Tina Adatia, portfolio strategist, who provide our global economic outlook for the next six to 12 months and highlight the key risks and opportunities we’re seeing and what they mean for investors.

Markets entered 2018 with double-digit equity returns, strong momentum and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 will continue into 2018.

However, markets have been more uncertain year-to-date with recent volatility suggesting that change is in the wind for investors. Central banks globally are moving away from emergency levels of easing, and large fiscal stimulus in the U.S. in the late stages of the business cycle could have unintended consequences. And, of course, valuations matter.

So how do you approach the asset allocation conundrum when investing late in the cycle? Join us on the 13th to find out.

Ten years after the financial crisis, the global economy and financial markets look set to enter a new era of potentially radical change. Join Dan Ivascyn, Joachim Fels, Andrew Balls, and Anna Dragesic as we present the findings from our 2018 Secular Outlook and discuss what’s ahead for the global economy and markets.

Introducing Market Intelligence, a CPD-accredited education series that aims to help you expand your knowledge of fixed income and the global markets, while focusing on how to address common client concerns and questions. Visit pimco.co.uk/marketintelligence

PIMCO’s head of ESG strategies discusses the three pillars of the firm’s ESG investment process – exclusion, evaluation and engagement – and how they may be able to lead to better investment outcomes.