Erin Browne
This is a carousel with individual cards. Use the previous and next buttons to navigate.
Take a deep dive into how we’re positioning across global asset classes, the allocations we’re overweighting and underweighting, and why we’re focusing on quality.
Learn how we are navigating differences in monetary policies and economic outlooks in order to optimize portfolio performance.
In this Asset Allocation Outlook, we discuss how shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.
PIMCO's Capital Market Assumptions
Forecast Favors Fixed Income
Learn why we believe it is prime time for bonds, how we’re emphasizing diversification and caution and prioritizing quality, and where the opportunities are in today’s markets and beyond.
Prime Time for Bonds
In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Targeting Relative Value Opportunities
Learn how we’re finding interesting relative value opportunities across asset classes and within asset classes, and why we think there are many reasons to be excited about the opportunities ahead, with Erin Browne, portfolio manager and head of asset allocation, and Justin Blesy, asset allocation strategist.
Find out how we’re positioning portfolios across global asset classes, and why we remain cautious on risk overall, with Erin Browne, portfolio manager and head of asset allocation.
Whether Pause or Pivot, Look to Bonds
An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserve’s policy trajectory.