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Below are the key economic and financial market topics addressed in our current edition of Putting Markets in Perspective. Click on the topic for details on PIMCO’s quarterly outlook and related commentaries.
Central bank policies will support economic growth of 2.5%–3%View hereVideo: Cyclical Outlook for the Global EconomyAdditional reading: PIMCO Cyclical Outlook: Synchronized Optimism
Slightly higher growth of 2.25%–2.75% View hereVideo: Cyclical Outlook for the U.S. EconomyAdditional reading: PIMCO Cyclical Outlook for the Americas: Riding the Cross-Currents of Higher U.S. Growth and the Fed Taper
Re-emerge from recession with growth of 0.25%–0.75%View here Video: Cyclical Outlook for the European EconomyAdditional reading: PIMCO Cyclical Outlook for Europe: Recession Ending, but Long-Term Growth Remains Challenged
Government-assisted growth of 1.0%-1.5% View here
Major emerging market economies (ex-China) will grow about 3% View hereVideo: Cyclical Outlook for the Emerging Market EconomiesAdditional reading: Ordem e Progresso
Returns will be driven more by fundamentals and less by macro eventsView here
Additional Reading: PIMCO Long/Short Equity Strategy: Pick Your Spots
Market will be highly differentiated across and within industries.View here
Additional Reading: Managing International Fixed Income and the Importance of Credit Selection
Fed tapering will have less of an impact than many expect.View here
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. ©2014, PIMCO.
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