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Putting Markets in Perspective

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Company - Who We Are

 

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.

Economy

PIMCO's analysis and outlook on key drivers of the global and domestic economies over the next six to 12 months.

Global economy

​
Slightly improved outlook of 2.0%–2.5% real GDP growth in 2013.
View here

Video: Cyclical Outlook for the Global Economy

Additional reading: PIMCO Cyclical Outlook: Glimmers of Hope

U.S. economy

 

Housing recovery will help U.S. grow at 1.5%–2.0% in 2013.
View here

Video: Cyclical Outlook for the U.S. Economy

Additional reading: PIMCO Cyclical Outlook for the U.S.: Back From the Brink

 

European economy


Structural problems will continue to hinder recovery, leading to contraction of 0.75%–1.25%.
View here

Video: Cyclical Outlook for the European Economy

Additional reading: PIMCO Cyclical Outlook for Europe: Rising Political Risk and Ongoing Economic Weakness Challenge a Difficult Journey to Recovery

Emerging economies


Chinese GDP growth of 7.0%–7.5% and other major emerging economies 3.5%–4.0%.
View here

Video: Cyclical Outlook for the Emerging Market Economies

Additional reading: PIMCO Cyclical Outlook for Asia: How Leadership Changes Are Shaping Asia’s Outlook


Financial Markets

Changing economic conditions create new opportunities and risks in the financial markets. PIMCO's analysis of these trends has important implications for investors.

Credit


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

Equities


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

Nontraditional asset classes and strategies may help boost return potential.
View here

Additional reading: PIMCO Viewpoint: Investors Need to Pivot

Currency

Central bank policies have created new risks and opportunities in the currency markets.
View here

Additional reading: PIMCO Viewpoint: Global Investing in 2013: Policy Dominance, Active Management and a New Paradigm in Currencies
This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO and YOUR GLOBAL INVESTMENT AUTHORITY are trademarks or registered trademarks of Allianz Asset Management of America L.P. and Pacific Investment Management Company LLC, respectively, in the United States and throughout the world. ©2013, PIMCO.

Access the latest Putting Markets in Perspective flipbook

 
 
 

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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