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Experts

Andrew Balls

CIO Global Fixed Income
Mr. Balls is PIMCO's CIO Global Fixed Income. Based in the London office, he oversees the firm’s European, Asia-Pacific, emerging markets and global specialist investment teams. He manages a range of global portfolios and is a member of the Investment Committee. Previously, he oversaw European portfolio management, and was a global portfolio manager in the Newport Beach office and the firm’s global strategist. Prior to joining PIMCO in 2006, he was an economics correspondent and columnist for the Financial Times in London, New York and Washington, DC. He has 25 years of investment and economics/financial markets experience and holds a bachelor's degree from Oxford and a master's degree from Harvard University. He was a lecturer in economics at Keble College, Oxford. Mr. Balls was nominated by Morningstar in 2013 for European Fixed-Income Fund Manager of the Year. He is a director of Room to Read, a nonprofit that promotes literacy and gender equality in education in low-income countries.
Economic and Market Commentary

In our Cyclical Outlook, we see the paths of major economies poised to diverge, making it critical to actively seek out investment opportunities globally.

Viewpoints

Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.

Economic and Market Commentary

Our Cyclical Outlook for the global economy and markets over the next year.

Economic and Market Commentary

Hear PIMCO’s experts discuss insights from our latest economic outlook, Post Peak, and how today’s attractive yields offer opportunity in the face of growing uncertainty.

Economic and Market Commentary

Post Peak

11/10/2023

Our cyclical outlook: Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy.

Economic and Market Commentary

Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. Listen to our outlook for the global economy and markets over the next five years. Section 1: Key Takeaways Section 2: Secular Theme Section 3: Investment Implications

Economic and Market Commentary

Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. In this post-policy era, attractive yields on high quality bonds encourage a more resilient approach to investing.

Viewpoints

With a potential economic downturn ahead, we see an increasingly strong case for high-quality global bonds, which can potentially offer both attractive yields and renewed diversification attributes.

Video

Economic and market stresses raise the risk of a recession. Fixed income can offer the potential for attractive yield and stability amid the uncertainty. Section 1: The Economic Backdrop Section 2: Investment Implications

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