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Complicated growth and policy environments in China and Japan create challenges for the region.
Policy will be critical over the coming year but options are constrained by excessive debt, domestic politics and potential asset bubbles.
Australia’s economic expansion is on the brink of turning 100 – that is, 100 quarters (or 25 years) without a recession.
The region is undergoing a fragile transition that is likely to lead to further easing of monetary conditions.
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Portfolio Manager, Fixed Income, Australia
Mr. Bowe is an executive vice president and fixed income portfolio manager in the Sydney office. Prior to joining PIMCO in 2011, he was responsible for global macro research and trading at Tudor Investment Corporation. He was previously a director and portfolio manager at UBS Global Asset Management in Sydney, managing the full range of fixed income products. He began his career with Queensland Investment Corporation focusing on global economic and credit research, and managing cash and short duration portfolios. He has 15 years of investment experience and holds a master's degree in quantitative finance from University of Technology, Sydney. He also earned a Bachelor of Commerce, First Class Honours and a Bachelor of Economics from the University of Queensland.