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PIMCO Asia Limited
Suite 2201, 22nd Floor
PIMCO Europe Ltd
(Registered in UK and Wales, Company No. 2604517)
TEL: +44 (0) 20 3640 1000
FAX: +44 (0) 20 3640 1007
Shareholder services 9AM to 5PM
TEL: +44 (0) 20 3640 1407
PIMCO Europe Ltd - Italy
(Iscritta al Registro delle Imprese in Italia al n. 07533910969)
TEL: +39 02 9475 5400
FAX: +39 02 9475 5402
PIMCO Deutschland GmbH (Registriert in Deutschland, Firmennr. 192083)
TEL: +49 89 26209 6000
FAX: +49 89 26209 6005
TEL: +1 212-776-1500
FAX: +1 212-776-1520
TEL: +55 (21) 3956-5800
FAX: +55 (21) 3956-5815
PIMCO Asia Pte. Ltd
(Registration No. 199804652K)
TEL: 65 6491-8000
FAX: 65 6538-2700
PIMCO Australia Pty. Ltd
ABN 54 084 280 508
AFS Licence 246862
PIMCO Canada Corp.
TEL: +1 416 368 3350
FAX: +1 416 368 3576
PIMCO (Schweiz) GmbH
(Registered in Switzerland, Company No. CH-020.4.038.582-2)
TEL: +41 44 512 49 10
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All Asset Managed Account
All Asset All Authority Fund
All Asset Fund
Dividend and Income Fund
RAE Fundamental Advantage PLUS Fund
RAE Fundamental Emerging Markets Fund
RAE Fundamental Global ex-US Fund
RAE Fundamental Global Fund
RAE Fundamental International Fund
RAE Fundamental PLUS EMG Fund
RAE Fundamental PLUS Fund
RAE Fundamental PLUS International Fund
RAE Fundamental PLUS Small Fund
RAE Fundamental US Fund
RAE Fundamental US Small Fund
RAE Low Volatility PLUS EMG Fund
RAE Low Volatility PLUS Fund
RAE Low Volatility PLUS International Fund
RAE Worldwide Fundamental Advantage PLUS Fund
RAE Worldwide Long/Short PLUS Fund
In this issue, Research Affiliates offers insight into its CPI-based secondary return benchmarks, its business cycle modeling and continued opportunities in emerging markets.
In this issue: Research Affiliates discusses the benefits and risks of active investment management versus passive, and the long-term prospects for global economic growth.
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.
Rob Arnott, founding chairman and head of Research Affiliates, and Brandon Kunz, senior vice president and portfolio specialist, share their insights on the PIMCO All Asset funds.
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Founder and Chairman, Research Affiliates
Mr. Arnott is the founder and chairman of Research Affiliates, a subadvisor to PIMCO. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative asset allocation and alternative indexation products. He previously served as chairman of First Quadrant, as president of TSA Capital Management (now part of Analytic Investors), and as vice president at The Boston Company. He also was global equity strategist at Salomon Brothers. He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. He graduated summa cum laude from the University of California, Santa Barbara, in 1977 in economics, applied mathematics and computer science.