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Featured Market Commentary
 Investment Outlook By Bill Gross, February 2010
 History's cycles of greed, fear and their economic consequences paint an indelible landscape for investors to observe.
 Global Central Bank Focus By Paul McCulley and Tomoya Masanao, January 2010
 The Bank of Japan needs to credibly commit to not exiting reflationary policies, even as other central banks proceed along that course.
 Emerging Markets Watch By Michael Gomez, December 2009
 High levels of country and credit differentiation will be critical in managing emerging markets assets successfully.

Global Markets
 U.S. Credit Perspectives By Mark Kiesel, January 2010
 Select corporate bonds should outperform Treasuries in 2010 due to improving credit fundamentals and strongly supportive credit market technicals.
 Asian Perspectives By Koyo Ozeki, December 2009
 Given China’s potential growth, its real estate market has plenty of room for enlargement over the long term, which stands in clear contrast to Japan’s real estate bubble.
 European Perspectives By Andrew Bosomworth, October 2009
 Regaining international competitiveness requires a lot of wage restraint, fiscal austerity and time.
 Global Perspectives By Richard Clarida, October 2009
 Because of its “exorbitant privilege” as the provider of the global reserve currency, the U.S. tends to reap a capital gain when the dollar depreciates.

Viewpoints
 Rough Commute: Riding the LIRR with Cash and Short Duration Investors in 2010
 A flexible, yet customized strategy may preserve capital while also maintaining liquidity and earning a competitive return.
 Bull Market Can’t Last If You Mind the Gap By Mohamed El-Erian
 Market valuations suggest quite a gap between consensus market expectations and key political and economic realities.
 Conquering the Bond Universe
 Scott Mather discusses the 2010 outlook for fixed income investing in an interview in Barron’s.
 Greece Part of Unfolding Sovereign Debt Story By Mohamed El-Erian
 Sovereign balance sheets in many advanced economies are now in play when it comes to broad portfolio positioning considerations.
 The New Year Rang In with High Spirits: Now the Hangover? By Marc P. Seidner, CFA
 Investors may want to pause to ponder the lasting implications of massive global stimulus, deficit spending and the sequential contamination of balance sheets.
 Bank Fee Has Merits but Lacks Financial Clout By Mohamed El-Erian
 The selective taxation of banks may divert attention away from growing policy inconsistencies.
 PIMCO Expands Investment Solutions, Names Equity Managers and Head of New Investment Initiatives
 
 Fear Not the Falling Dollar! By Scott Mather
 A gradually weakening dollar may help heal the U.S. economy, stimulate U.S. job creation and help reverse the build-up of global imbalances.
 Cash and Short Duration Strategies: Driving with Caution on the Road to 2010
 A combination of money market and short duration strategies may be the optimal approach to cash management.
 Dubai: What the Immediate Future Holds By Mohamed El-Erian
 Dubai serves as a warning to those that were quick to find comfort in the sharp market rally of the last few months.
 Diversified Investment Solutions for the New Normal By Mike J. Trovato, CFA
 Investors need a longer-term strategy for the challenging years to come.
 Fed’s Exit Best as Process, Not Event By Tony Crescenzi
 Attention is turning toward how and when central bankers will begin to remove the massive amount of financial liquidity they have injected into the world’s financial system.


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Paul McCulley Discusses PIMCO’s Cyclical 2010 Outlook

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January 2010

  

John Cummings, David Blair and Bob Fields Discuss the Outlook for Municipal Bond Investing

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October 2009



Scott Mather and Bruno Lettich Discuss the Potential Sequencing of Fiscal and Monetary Stimulus Removal Around the Globe

In Print

'When Markets Collide' Wins
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An Introduction to Mohamed El-Erian's Latest Book
When Markets Collide: Investment Strategies for the Age of Global Economic Change 

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