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Capitalizing on Diverging Global Economies
video Shelby: Erin, can you begin by sharing PIMCO’s economic outlook and its implications for positioning in our multi-asset portfolios? Erin: Over the next six to twelve months, we anticipate diverging paths among regions and sectors. US growth remains robust, but many other economies appear to be weakening, though we are starting to see some early signs of a pick-up in economic activity elsewhere. Persistently sticky inflation, especially in the US, remains an important risk. Text on screen: Our multi-asset portfolios are emphasizing quality and diversification. Images on screen: European Central Bank, Bank of ... (full story)