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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 Secular Outlook Series - Issue 3 How Asia’s Growth Transitions and Policy Experiments Are Shaping the Global Outlook

Ramin Toloui, Tomoya Masanao, Robert Mead

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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.
Author Image Author Image
March 2013 Global Perspectives Whatever It Takes in Japan? It Takes an ‘Audacious’ Monetary Policy!

Richard Clarida, Tomoya Masanao

The Bank of Japan under Governor Kuroda’s leadership will make an important ideological shift to “targeting inflation,” a U-turn from “tolerating deflation” over the last decade or so.​
Author Image Author Image
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

Governments, households and businesses in Asia are making choices that are critical for the future of the global economy.

​View the Secular Outlook Series.
Author Image Author Image
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.
Author Image Author Image
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 Author Image
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.
Author Image Author Image
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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