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Group CIO Dan Ivascyn discusses PIMCO’s base case forecast that inflation will remain contained despite near-term risks to the upside, and also highlights the relatively low cost of hedging those risks.
For an extended discussion of our outlook for growth, inflation, and where we see opportunities in markets, please watch, “Positioning for a Growth Rebound,” with Group CIO Dan Ivascyn.
Group Chief Investment Officer
Public credit markets offer high quality investments with attractive yields and downside resilience, while we see growing longer-term opportunities in private markets.
The Federal Reserve forecasts only a modest uptick in U.S. unemployment next year as inflation cools, but history and current labor market trends make us less certain.
The European Central Bank is likely at or very near its peak policy rate, but we don’t expect rate cuts in the near term.
PIMCO’s Global Advisory Board discusses economic and geopolitical factors shaping the long-term global outlook.
We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.
The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
The Bank of Japan announced changes that could allow its yield curve control program to expire gradually, if economic conditions are favorable.
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