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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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April 2013 Viewpoints Inflation Will Likely Remain Contained This Year, but After That …

Jeremie Banet, Nicholas J. Johnson

​Even though we expect inflation to be well contained over the next year, investors should not be complacent.
Author Image Author Image
January 2013 Strategy Spotlight Responding to Inflation: A Multi-Asset Approach

Nicholas J. Johnson, Ronit M. Walny

​We think this is a good time for investors to incorporate inflation hedging and realign the inflation sensitivity of their portfolios.
Author Image Author Image
October 2012 In Depth ​Inflation Regime Shifts: Implications for Asset Allocation

Nicholas J. Johnson, Sebastien Page

​Investors who are concerned about inflation should focus on increasing their exposure to asset classes that provide a positive beta to changes in inflation.
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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.
Author Image Author Image
February 2012 Economic Outlook Inflation Outlook 2012: Benign, But Watch the Tails

Mihir P. Worah, Nicholas J. Johnson

​
PIMCO expects modest inflation this year in the U.S., but there are upside and downside risks to that scenario.
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