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In the following interview, Andrew Balls, managing director and head of European portfolio management, highlights the conclusions from PIMCO’s quarterly Cyclical Forum in September 2012 and how they influence the firm’s European investment strategy, including the unique challenges of forecasting for the coming months given recent European Central Bank (ECB) policy actions and dramatic long-term changes underway in the eurozone’s periphery.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Pacific Investment Management Company LLC, 840 Newport Center Drive, Newport Beach, CA 92660, 800-387-4626. ©2013, PIMCO.
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