Economic and Market Commentary

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Clear
Olivia A. Albrecht
ESG and Fixed Income Strategist
Mike Amey
Head of Sterling Portfolio Management and ESG Strategies
Emily Y. Au-Yeung
Credit Analyst
Andrew Balls
CIO Global Fixed Income
Andreas Berndt
Portfolio Manager, Euro Investment Grade Credit
Ryan P. Blute
Head of Global Wealth Management, Europe
Global Advisory Board
Andrew Bosomworth
Head of Portfolio Management, Germany
Adam Bowe
Portfolio Manager, Fixed Income, Australia
Libby Cantrill
Executive Office, Public Policy
Richard Clarida
Global Strategic Advisor
Tony Crescenzi
Portfolio Manager, Market Strategist
Ed Devlin
Head of Canadian Portfolio Management
Joachim Fels
Global Economic Advisor
David Fisher
Head of Traditional Product Strategies
Michael A. Gomez
Head of Emerging Markets Portfolio Management
William H. Gross
David Hammer
Head of Municipal Bond Portfolio Management
Daniel J. Ivascyn
Group Chief Investment Officer
Tadashi Kakuchi
Portfolio Manager, Japanese Bonds
Mark R. Kiesel
CIO Global Credit
Michael Kim
Portfolio Manager, Canadian Bonds
Matthieu Louanges
Head of EMEA Financial Institutions Group
Nicola Mai
Portfolio Manager, Sovereign Credit Analyst
Naila Makhdumi
Account Manager, Global Wealth Management
Jason Mandinach
Credit Strategist, Mortgage Strategies
Tomoya Masanao
Co-head of Asia-Pacific Portfolio Management
Scott A. Mather
CIO U.S. Core Strategies
Sean McCarthy
Head of Municipal Credit Research
Paul A McCulley
Robert Mead
Co-head of Asia-Pacific Portfolio Management
Lalantika Medema
Alternative Credit Strategist
Isaac Meng
Portfolio Manager, Emerging Markets
Mohit Mittal
Portfolio Manager, Liability Driven Investment and Credit
Raja Mukherji
Portfolio Manager, Head of Asian Credit Research
Lorenzo Pagani
Head of European Government Bond Portfolio Management
Lupin Rahman
Head of EM Sovereign Credit
Jerome M. Schneider
Head of Short-Term Portfolio Management
Marc P. Seidner
CIO Non-traditional Strategies
Luke Spajic
Head of Asia EM Portfolio Management
Scott Steele
Head of Singapore Office
Geraldine Sundstrom
Portfolio Manager, Asset Allocation
Josh Thimons
Portfolio Manager, Interest Rate Derivatives
Eve Tournier
Head of European Credit Portfolio Management
Matthew Tracey
Account Manager, Financial Institutions Group
Taosha Wang
Credit Research Analyst
Mihir P. Worah
CIO Asset Allocation and Real Return
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Cyclical outlook

Peak Growth

We expect the global expansion to continue in 2018. Yet investors should prepare for both the consequences of policy shifts and the opportunities presented in more difficult market conditions.

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