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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 Economic Outlook PIMCO Cyclical Outlook for Asia: How Leadership Changes Are Shaping Asia’s Outlook

Ramin Toloui, Tomoya Masanao, Robert Mead

Homegrown factors will play an important role in shaping the economic outlook in Asia.
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February 2013 Asia Credit Perspectives Love, Money or Disappointment: What Will Asian Credit Investors Find in Their Red Envelopes?

Robert Mead, Raja Mukherji

The Asian credit market offers attractive opportunities to invest in select companies in high growth sectors, but careful credit analysis is essential.
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December 2012 Economic Outlook ​PIMCO’s Cyclical Outlook for Asia: Awaiting the Policy Breakthrough

Tomoya Masanao, Robert Mead, Ramin Toloui

​The cyclical economic outlook for 2013 is unusually dependent upon whether we see a structural policy breakthrough somewhere in the world.
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September 2012 Economic Outlook PIMCO Cyclical Outlook for Asia: Structural Slowdown Shaping Near-Term Growth Dynamics

Tomoya Masanao, Robert Mead, Ramin Toloui

Longer-term secular forces are increasingly shaping cyclical economic outcomes in Asia.
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June 2012 Secular Outlook Series Asia’s Role in Global Economic and Portfolio Rebalancing

Tomoya Masanao, Robert Mead, Ramin Toloui

​Governments, households and businesses in Asia are making choices that are critical for the future of the global economy.
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April 2012 Economic Outlook Asia-Pacific Portfolio Committee on PIMCO’s Cyclical Outlook

Robert Mead, Tomoya Masanao, Ramin Toloui

​Although Asia in 2009 played a catalytic role in leading the global economy out of the crisis, we expect in 2012 that the region is more likely to take its cue from events in Europe and the U.S.
Author Image
April 2012 Viewpoints ‘Dutch Disease Lite’ in Australia’s Economy​

Robert Mead

​Australia is probably more likely to feel the effects of an extended structural change in the economy as resources continue to be reallocated, rather than the effects of a full-fledged, but transitory, case of “Dutch disease.”
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January 2012 Economic Outlook Asia-Pacific Portfolio Managers Discuss PIMCO’s Cyclical Outlook

Robert Mead, Isaac Meng, Raja Mukherji

​Emerging Asia will continue to perform well this year but will not be the world’s savior.
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October 2011 Economic Outlook Asia-Pacific Portfolio Committee Discusses Cyclical Outlook for Globe and Region

Robert Mead, Tomoya Masanao, Isaac Meng

​Although Emerging Asia will likely continue to be a growth outperformer, its growth is expected to slow down, and in our view it will not emerge as the world’s savior this time.
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April 2011 Economic Outlook Tomoya Masanao and Robert Mead Discuss PIMCO’s Asia-Pacific Cyclical Outlook

Tomoya Masanao, Robert Mead

​​Emerging Asia remains among the frontrunners in the multi-speed global economy.
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