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.
Slightly improved outlook of 2.0%–2.5% real GDP growth in 2013.View hereVideo: Cyclical Outlook for the Global EconomyAdditional reading: PIMCO Cyclical Outlook: Glimmers of Hope
Structural problems will continue to hinder recovery, leading to contraction of 0.75%–1.25%. View hereVideo: Cyclical Outlook for the European EconomyAdditional reading: PIMCO Cyclical Outlook for Europe: Rising Political Risk and Ongoing Economic Weakness Challenge a Difficult Journey to Recovery
Chinese GDP growth of 7.0%–7.5% and other major emerging economies 3.5%–4.0%. View hereVideo: Cyclical Outlook for the Emerging Market EconomiesAdditional reading: PIMCO Cyclical Outlook for Asia: How Leadership Changes Are Shaping Asia’s Outlook
Opportunities exist for active managers who can access a broad credit universe, including global markets.View here
Additional Reading: PIMCO Global Credit Perspectives: Finding the Sweet Spot
Prices are not supported by fundamentals, making research and active management critical.View here
Additional Reading: PIMCO Viewpoint: Can Something Good Be Cheap Too?
Nontraditional asset classes and strategies may help boost return potential.View here
Additional reading: PIMCO Viewpoint: Investors Need to Pivot
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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