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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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December 2012 Viewpoints Honey, We've Shrunk the Grand Bargain

Mohamed A. El-Erian

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December 2012 Viewpoints Farewell to Inflation Targeting?

Mohamed A. El-Erian

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December 2012 Viewpoints Profiteers and Politicians: Two Groups That Need to Clean Up Their Acts

James Moore

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December 2012 Economic Outlook ​PIMCO Cyclical Outlook for Europe: Policy Developments Will Shape Growth Prospects and Risks in 2013

Andrew Balls

​We anticipate the eurozone economy will contract by 1% to 1.5% over the next four quarters, driven by a deep recession and attempts at fiscal retrenchment in the periphery.
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December 2012 In Depth Rolling Tail Hedges: The Dynamic Tradeoff between Cost and Potency

Vineer Bhansali

Many tail risk clients have expressed a desire to move toward more frequent rebalancing of hedges.
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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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December 2012 Economic Outlook PIMCO Cyclical Outlook for the U.S.: Will Washington’s Choices Foster or Frustrate Growth?

Josh Thimons

We expect U.S. growth in the range of 1.25% to 1.75% over the cyclical horizon, and housing will be an important component.
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December 2012 Viewpoints Corporate credit and the lessons of CPDOs

William H. Gross

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December 2012 Economic Outlook Cyclical Outlook for the Global Economy

Saumil H. Parikh

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December 2012 Economic Outlook Cyclical Outlook for the U.S. Economy

Saumil H. Parikh

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All Insights (807)
  • Investment Outlook (162)
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  • Viewpoints (277)
  • Strategy Spotlight (19)
  • Featured Solutions (28)
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  • Asset Allocation Focus (4)

Experts

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  • Markus Aakko
  • Tina Adatia
  • Olivia A. Albrecht
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Archives

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