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Insights Overview

Insights Overview Summary
Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.
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  • Curtis A. Mewbourne
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July 2012 Secular Outlook Series Rethinking Asset Allocation

Curtis A. Mewbourne

​As risk and return characteristics evolve, we believe investors need to adapt the way they think about using asset classes.
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June 2012 Secular Outlook Series Rethinking Asset Allocation

Curtis A. Mewbourne

As risk and return characteristics evolve, we believe investors need to adapt the way they think about using asset classes.

​View the Secular Outlook Series.
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January 2012 Featured Solutions Macro Matters: Incorporating Top-Down Views in Emerging Market Equities

Curtis A. Mewbourne, Maria (Masha) Gordon

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.
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December 2011 Strategy Spotlight Rethinking Asset Allocation: PIMCO’s Strategy for a Changing World

Mohamed A. El-Erian, Vineer Bhansali, Curtis A. Mewbourne

​The Global Multi-Asset Strategy seeks to deliver attractive absolute returns while hedging downside risk and providing liquidity in volatile markets.

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October 2010 Emerging Markets Watch Emerging Markets: Investment Opportunities in the New Normal

Curtis A. Mewbourne

Investment opportunities in the emerging markets are among the most attractive in an uncertain, New Normal world.
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August 2009 Emerging Markets Watch Emerging Markets in the New Normal

Curtis A. Mewbourne

For countries to become and remain dominant in the global economy they must reduce their dependency on others and develop their own source of sustainable demand.
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All Insights (807)
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  • Strategy Spotlight (19)
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Experts

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