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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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May 2013 UK PERSPECTIVES UK Secular Outlook – Morphing into the Carney Era

Mike Amey

Constrained by fiscal policy and a weak secular outlook, the incumbent Bank of England Governor will be challenged to restore real growth to the economy.
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March 2013 UK PERSPECTIVES What happened to that export-led recovery?

Mike Amey

​Given that UK domestic demand remains constrained by fiscal austerity, a banking sector still looking to deleverage and a consumer facing at best flat real income growth, it is likely that real GDP will struggle to get above 1% for the life of the current Parliament.
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November 2012 Global Markets ​UK Perspectives: QE RIP?

Mike Amey

​After some indications that quantitative easing (QE) has lost its bite, has QE reached the end of its useful life? We think not.
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July 2012 Global Markets ​UK Perspectives: The Labour Market's Mixed Blessings

Mike Amey

​The aggregate employment picture masks some striking deviations across age groups.
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June 2012 Secular Outlook Series Tomorrow's Europe

Mike Amey

Could a smaller, more perfect union prevail in Europe?

​View the Secular Outlook Series.
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June 2012 Secular Outlook Series Tomorrow’s Europe

Andrew Balls, Andrew Bosomworth, Mike Amey

​Could a smaller, more perfect union prevail in Europe?
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November 2011 European Perspectives Whether the U.K. is in the euro or not, we are all in this together

Mike Amey

​Can the U.K. economy withstand a further sharp deterioration in the European debt crisis?
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June 2011 European Perspectives Can U.K. CPI Really Get Back to Its 2% Target?

Mike Amey

​​What’s good for the government and the economy isn’t necessarily good for investors.
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March 2011 Global Central Bank Focus Strategos

Tony Crescenzi, Andrew Bosomworth, Mike Amey, Ben Emons

Inflation is accelerating in many parts of the world at a time when central bankers are fighting other battles.​
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June 2010 European Perspectives Mike Amey Discusses PIMCO’s Secular Outlook for the U.K.

Mike Amey

Expect tight fiscal and loose monetary policy in the U.K. over the secular horizon.
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