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Featured Market Commentary


Investment Outlook By Bill Gross, July 2008
For many years now, we have debated the tightrope walking of the US economy on the knife’s edge between reflation and deflation.

Global Central Bank Focus By Paul McCulley, June 2008
“A Kind Word for Inflation”

Emerging Markets Watch By Curtis Mewbourne, April 2008
“There has been much discussion of a “decoupling” of emerging markets. But what does decoupling mean?”

Global Markets

Global Perspectives By Richard H. Clarida, June 2008
What my crystal ball didn’t tell me in 1998.

European Perspectives By Myles Bradshaw and Jeroen van Bezooijen, May 2008
"Schemes need to become active or enlist the help of a hands-on asset manager to exploit the opportunities on offer and make their surplus stay."

Japan Credit Perspectives By Koyo Ozeki, April 2008
As much as the banks write off, they cannot seem to keep pace with their burgeoning losses, falling into a “moving target” situation.

US Credit Perspectives By Mark Kiesel, May 2008
A forced, low-calorie financial diet has significant implications for credit markets and investment strategy.

Global Macro Themes By Andrew Balls, June 2007
"The pace of Chinese currency appreciation will be determined in Beijing."

Capital Perspectives By Ramin Toloui, June 2007
"The recent rise of emerging markets as massive creditors to industrialised countries is historically unprecedented."

Viewpoints

How Best to Manage Global Imbalances
Mohamed El-Erian says that while global payments imbalances will be corrected over time, the risk now is that it will be at a high cost for the global economy.

Chia-Liang Lian Discusses the Outlook and Investment Opportunities in China
China’s GDP growth will probably moderate toward a still-healthy 9-10% in 2008.

Market Outlook 2nd Quarter 2008
Mild Stagflation for Global Economy During Next Year

Money Market Turmoil: Did Enhanced Cash Strategies Overdo Risk?
"Cash management is not an area where investors need to take on significant risk."

Cyrille Conseil and Axel Potthof Discuss Opportunities in the Global Bank Loan Market
Following the recent credit crisis, PIMCO’s bank loan experts expect attractive prices on new deals coming to the market.

Scott Mather Discusses PIMCO’s European Outlook and Investment Strategy
"Is there a chance that the consumer could finally start spending again and lead to a resurgence in domestic demand? We’re sceptical."

Ivor Schucking Discusses PIMCO's Credit Research Process
"The discipline of credit research is to make explicit recommendations for portfolio managers."

Markowitz Bites Back: The Failure of CAPM, Compression of Risky Asset Spreads and Paths Back to Normalcy
"The presence of leverage for some investors drives down the risk-premium for ALL securities, including the riskiest securities with worse risk-reward profiles."

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