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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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June 2013 Viewpoints Promise to Be Irresponsible

Jeremie Banet, Mihir P. Worah

​To push investors farther out along the risk spectrum, the Fed’s commitment has to be credible.

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March 2013 Economic Outlook Inflation Response Multi-Asset Strategy: 1st Quarter 2013

Mihir P. Worah

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March 2013 Viewpoints Shale Oil: A Deep Dive Into Implications for the Global Economy and Commodity Investors

Greg E. Sharenow, Mihir P. Worah

​A revolution in shale oil production could have a significant impact on the global economy, oil futures and commodity investing.
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October 2012 Viewpoints The New TIPping Point

Jeremie Banet, Rahul M. Seksaria, Mihir P. Worah

The Federal Reserve's QE3 program combined with more aggressive communication are likely to have implications for Treasury Inflation Protected Securities (TIPS).
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October 2012 Viewpoints ​GOLD – The Simple Facts

Nicholas J. Johnson, Mihir P. Worah

​We see gold as a compelling inflation hedge and store of value.
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August 2012 Featured Solutions Real Assets Replication: Solving the Capital Call Conundrum

Andrew M. Hoffmann, Niels K. Pedersen, Mihir P. Worah

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June 2012 Secular Outlook Series Why Inflation Could Rise Over the Long Term

Mihir P. Worah

​Central banks combating unemployment, emerging markets consuming greater amounts of commodities, and other actions may spur global inflation.
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June 2012 Secular Outlook Series Why Inflation Could Rise Over the Long Term

Mihir P. Worah

Central banks combating unemployment, emerging markets consuming greater amounts of commodities, and other actions may spur global inflation.

​View the Secular Outlook Series.
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April 2012 Viewpoints TIPS for Value Investors: Who’s Afraid of Negative Yields?

Jeremie Banet, Mihir P. Worah

​Despite negative real yields, we think TIPS still represent an opportunity for long-term investors, especially in view of market-implied inflation expectations.

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April 2012 Viewpoints Release Oil from the SPR? Better to Take the Long View

Greg E. Sharenow, Mihir P. Worah

​The Strategic Petroleum Reserve is an ineffective tool to manage oil prices.

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  • Investment Outlook (163)
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