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John Longhurst
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Mr. Longhurst is a senior vice president, head of emerging market equity research and a global industrials and defence/security analyst in the London office. Prior to joining PIMCO in 2011, he was a partner, global industrials and defence analyst and portfolio manager at Capital International, part of The Capital Group Companies, where he worked for 15 years. Previously, he was an automotive and machinery analyst at James Capel and UBS. Mr. Longhurst was named top analyst for autos and capital goods sectors by Institutional Investor magazine in 1996 and by Extel and Greenwich Associates at varying times between 1988 and 1996. He has 27 years of investment experience.

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Latest Insights

February 2013 The Squeeze: Reassessing the Japan/Korea/China Manufacturing Nexus
The marked weakening of the yen could benefit Japanese exporters but raise questions about the continued ability of some Korean rivals to thrive.
May 2012 The Global Industrial Sector: Have Profit Margins Peaked?
​We foresee profit-pool dislocation in various value chains leading to lower cycle-on-cycle global aggregate industrial profitability.
April 2012 Global Equities: Building a Research Mosaic for the Information Age
​As a result of increasing correlations across the globe, identifying the best global franchise opportunities at attractive valuations is becoming increasingly important.
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