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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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December 2009 Economic Outlook Paul McCulley Discusses PIMCO’s Cyclical 2010 Outlook

Paul A. McCulley

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December 2009 Emerging Markets Watch “Because things are the way they are, things will not stay the way they are.”

Michael A. Gomez

High levels of country and credit differentiation will be critical in managing emerging markets assets successfully.
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December 2009 Investment Outlook Anything but .01%

William H. Gross

An effective zero percent interest rate, as a price for hiding in a foxhole, is prohibitive.
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November 2009 Investment Outlook Midnight Candles

William H. Gross

The six-month rally in risk assets – while still continuously supported by policymakers – is likely at its pinnacle.
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November 2009 Global Central Bank Focus The Uncomfortable Dance Between V’ers and U’ers

Paul A. McCulley

The time has come to begin paring exposure to risk assets.
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October 2009 European Perspectives ERM Blues

Andrew Bosomworth

Regaining international competitiveness requires a lot of wage restraint, fiscal austerity and time.
Author Image Author Image
October 2009 Economic Outlook Mohamed El-Erian and Bill Gross Discuss PIMCO’s Cyclical Outlook and the New Normal

Mohamed A. El-Erian, William H. Gross

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October 2009 Economic Outlook Andrew Balls on PIMCO’s European Cyclical Outlook and Strategy

Andrew Balls

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October 2009 Global Perspectives With Privilege Comes…?

Richard Clarida

Because of its “exorbitant privilege” as the provider of the global reserve currency, the U.S. tends to reap a capital gain when the dollar depreciates.
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October 2009 Investment Outlook Doo-Doo Economics

William H. Gross

Both California and the U.S., as well as numerous global lookalikes, are in a poor position to compete in a global economy as capitalism morphs.
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All Insights (818)
  • Investment Outlook (163)
  • Global Central Bank Focus (142)
  • Economic Outlook (104)
  • Global Markets (69)
  • Viewpoints (270)
  • Strategy Spotlight (19)
  • Featured Solutions (34)
  • In Depth (11)
  • Asset Allocation Focus (6)

Experts

  • Mohamed A. El-Erian
  • William H. Gross
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  • Markus Aakko
  • Tina Adatia
  • Olivia A. Albrecht
  • William G. S. Allport
  • Michael Althof
  • Mike Amey
  • Joshua Anderson
  • Hozef Arif
  • Amit Arora
  • Justin J. Ayre
  • Francesc Balcells
  • Andrew Balls
  • Jeremie Banet
  • William R. Benz
  • Andreas Berndt
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Archives

  • 2013 (116)
  • 2012 (258)
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  • 2010 (40)
  • 2009 (35)
  • 2008 (25)
  • 2007 (22)
  • 2006 (22)
  • 2005 (22)
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