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Insights Overview Summary

Author Image
June 2013 Asset Allocation Focus A Secular View of Assets: Surfing the Wedge

Saumil H. Parikh

It’s time to evaluate risk, in our view, and to reconsider opportunities within an asset allocation framework.
Author Image
June 2013 Asset Allocation Focus Going Beyond 60/40 in Asset Allocation

Saumil H. Parikh

Saumil Parikh discusses portfolio positioning given PIMCO’s expectation of lower returns in developed markets. 

More Asset Allocation Focus
Watch Video with Saumil H. Parikh

March 2013 Asset Allocation Focus Forecasting Bond Returns in the New Normal

Saumil H. Parikh

​In the second edition of Asset Allocation Focus, Saumil Parikh argues that forecasting the future path of policy rates is the holy grail of bond investing. He shares PIMCO’s long-term view of that rate after adjusting for inflation, as well as PIMCO’s outlook on bond returns.
February 2013 Asset Allocation Focus Discussing the Drivers of Bond Returns

Saumil H. Parikh

Saumil Parikh explains how economic growth, inflation and monetary policy could affect the bond market in 2013 and beyond.
Watch Video with Saumil H. Parikh
November 2012 Asset Allocation Focus Forecasting Equity Returns in the New Normal

Saumil H. Parikh

​This inaugural edition of Asset Allocation Focus lays out PIMCO's framework for understanding and forecasting U.S. equity returns in a changing world.
November 2012 Asset Allocation Focus What’s the future of equity market returns?

Saumil H. Parikh

​Saumil Parikh shares PIMCO’s outlook on U.S. equity market returns for the next five to 10 years.
Watch Video with Saumil H. Parikh

Secular Total Returns: What We Expect

In the U.S., the level of debt, equity and cash as a percentage of gross national product is higher than ever, so investors should expect lower returns overall. While emerging equity returns are expected to remain volatile, we see the asset class attractively priced to deliver high average returns over the secular horizon.
 

Saumil H. Parikh

Mr. Parikh is a managing director in the Newport Beach office and generalist portfolio manager, focusing on asset allocation, multi-sector fixed income and absolute return portfolios. Mr. Parikh is also a member of the PIMCO Investment Committee and leads the firm’s cyclical economic forums. He previously served as a specialist portfolio manager on the short-term, mortgage and global portfolio management teams. Prior to joining PIMCO in 2000, Mr. Parikh was a financial economist and market strategist at UBS Warburg. He has 14 years of investment experience and holds undergraduate degrees in economics and biology from Grinnell College.

 

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Pacific Investment Management Company LLC, 840 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626. ©2013, PIMCO.

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