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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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January 2013 Viewpoints Feasting in a Time of Famine: The South African Consumer

Maria (Masha) Gordon, Richard A. Flax

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.
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September 2012 Viewpoints No Free Lunch? The Real Impact of Lower Rates in Brazil

Maria (Masha) Gordon, Richard A. Flax

​Reducing the cost of doing business in Brazil will be positive, but it may come at the expense of corporate profitability.
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July 2012 Secular Outlook Series Equity Investing in a Lower-Return, Volatile World

Maria (Masha) Gordon, Charles M. Lahr, Brad Kinkelaar

​Amid market volatility and moderate economic growth, equity investors may benefit from consistent asset allocation and a focus on quality companies.
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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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August 2011 Featured Solutions ​The Case for Tail Risk Hedging in Emerging Market Equities

Vineer Bhansali, Maria (Masha) Gordon

​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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July 2011 Secular Outlook Series ​What a Multi-Speed World May Mean for Equities

Anne Gudefin, Maria (Masha) Gordon

​Equity investors may look in unfamiliar places as they navigate potential shifts in the global economy.
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