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All Asset All Access

All Asset All Access, March 2017

Chris Brightman, chief investment officer of Research Affiliates, discusses the application of business-cycle models to investing; Michele Mazzoleni, head of macroeconomic research, assesses inflation potential under President Trump; and Rob Arnott, founder, chairman and chief executive officer, dissects conventional wisdom. As always, their insights are in the context of the PIMCO All Asset funds.

Michele Mazzoleni

Head of Macro Research, Research Affiliates


Mr. Mazzoleni is head of macro research at Research Affiliates, a subadvisor to PIMCO. He conducts empirical research on macroeconomics, term structure forecasting and international finance. He contributes to the Research Affiliates global tactical asset allocation strategies and RAFI™ Fundamental Index™ portfolio construction. He holds a Ph.D. in economics from Johns Hopkins University, a master's degree in economics from the London School of Economics and an undergraduate degree in economics from the University of Lugano in Switzerland. Before starting his graduate studies, he worked in the Foreign Exchange division of UBS in Lugano.