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Experts

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Maria (Masha) Gordon
Expert Title Position

Ms. Gordon is an executive vice president in the London office and leads the emerging markets equity portfolio management team. Prior to joining PIMCO in September 2010, she was a managing director, portfolio manager and head of global emerging markets equity strategy at Goldman Sachs Asset Management. Ms. Gordon served as a lead portfolio manager for the Goldman Sachs Emerging Markets Equity Fund from 2003-2010 and a co-lead portfolio manager for the Goldman Sachs BRIC Fund from 2006-2010. In total, she helped oversee more than $8 billion in investment assets. Earlier in her career, Ms. Gordon was a research analyst covering consumer, telecom and resource stocks in emerging markets. Before joining the financial industry, Ms. Gordon was a reporter for the Moscow bureau of "The Washington Post". She has 14 years of investment experience and holds a master of arts degree in law and diplomacy from the Fletcher School of Law and Diplomacy at Tufts University. She holds a bachelor's degree in political science from the University of Wisconsin.

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Latest Insights

January 2013 Feasting in a Time of Famine: The South African Consumer
South Africa’s consumer sector has been on a strong run for the past several years, but there are signs the consumer is now coming under pressure.
September 2012 No Free Lunch? The Real Impact of Lower Rates in Brazil
​Reducing the cost of doing business in Brazil will be positive, but it may come at the expense of corporate profitability.
July 2012 Equity Investing in a Lower-Return, Volatile World
​Amid market volatility and moderate economic growth, equity investors may benefit from consistent asset allocation and a focus on quality companies.
January 2012 Macro Matters: Incorporating Top-Down Views in Emerging Market Equities
We believe incorporating a global macro framework with a bottom-up stock selection process can be a key advantage in providing compelling risk-adjusted returns in EM equities.
August 2011 ​The Case for Tail Risk Hedging in Emerging Market Equities

​While our secular outlook for emerging markets is solid, we expect long-term success will be earned by those who can manage cyclical risks.

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