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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
PIMCO’s Global Advisory Board discusses the longer-term outlook for geopolitics, inflation, and other macro themes.
Rates are rising across the world as central banks grapple with inflation, recession risk, and geopolitical turbulence. Against this backdrop, investors in corporate bonds may consider a low-duration approach.
Despite price declines in many sectors, the Federal Reserve may continue its hawkish approach.
Our stress tests show the Chinese banking sector as a whole can absorb shocks from a severe downside scenario, but mid-sized banks and contagion pose potential risks.
Agency mortgage-backed securities (MBS) have faced unique challenges in 2022, but these challenges also create attractive new opportunities for active management.
The Federal Reserve affirmed its commitment to price stability, hiking its policy rate 75 basis points again and signaling more tightening to come.
Renewed growth in China’s manufacturing activity, coupled with softening developed market demand, should ease some supply-side pressures – but several other inflation risks remain prevalent.
Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
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