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All Asset All Access: Crucial Diversification Away From the Mainstream
All Asset All Access

All Asset All Access, March 2017

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

Multi-Asset Strategies, Research Affiliates

Dr. Mazzoleni is a partner and member of the multi-asset strategies team at Research Affiliates, a subadvisor to PIMCO. He is responsible for the development of systematic investment strategies across liquid derivatives. He also regularly writes about capital markets, monetary policy, and economic trends. 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.