Experts

Erin Browne

Portfolio Manager, Asset Allocation

Ms. Browne is a managing director and portfolio manager in the Newport Beach office, leading asset allocation strategies, including PIMCO’s multi-asset funds and RealPath Blend target date offerings. She manages multi-asset strategies, leads the Glide Path leadership team, and serves as a permanent member of the Americas Portfolio Committee. Prior to joining PIMCO in 2018, Ms. Browne was a managing director and head of asset allocation at UBS Asset Management. Previously, she was head of macro investments at UBS O’Connor, and she has also held roles at Point72, Citigroup, Moore Capital Management, Neuberger Berman, and Lehman Brothers. She was named among the “100 Most Influential Women in US Finance” (Barron’s, 2020), the “Most Influential Women in Institutional Investing in 2023” (Pension & Investments), and the “Top Female Fund Managers of 2024” (Morningstar). She regularly appears on CNBC, Bloomberg Television, and in other financial news media. She serves as a board member of The Ecology Center and Ocean Conservancy and is on the advisory board of Girls Who Invest. She has 24 years of investment experience and holds a bachelor's degree in economics from Georgetown University.

Asset Allocation Outlook

Capitalizing on the Inverse Stock-Bond Relationship with Multi-Asset Portfolios

12/6/2024

Portfolio Managers Erin Browne and Emmanuel Sharef discuss their strategy for multi-asset portfolios amid the resurgence of the inverse relationship between equities and fixed income, and highlight their key investment opportunities in today’s market environment.

Erin Browne, Emmanuel S. Sharef

Watch Video

Asset Allocation Outlook

Preparing Portfolios for Multi-Asset Opportunities Ahead of 2025

12/6/2024

Learn how a diversified mix of stocks, bonds, and other assets can enhance portfolios’ risk-adjusted return potential given today’s dynamic economic environment.

Erin Browne

Watch Video

Asset Allocation Outlook

Negative Correlations, Positive Allocations

11/20/2024

The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.

Erin Browne, Emmanuel S. Sharef

Read Article

Research

PIMCO’s Capital Market Assumptions

10/3/2024

A positive outlook for bond returns

Erin Browne, Helen Guo, Andrew Nowobilski

Read Article

Economic and Market Commentary

Positioning Portfolios Across Global Asset Classes

5/16/2024

Take a deep dive into how we’re positioning across global asset classes, the allocations we’re overweighting and underweighting, and why we’re focusing on quality.

Erin Browne

Watch Video

Economic and Market Commentary

Capitalizing on Diverging Global Economies

5/16/2024

Learn how we are navigating differences in monetary policies and economic outlooks in order to optimize portfolio performance.

Erin Browne, Emmanuel S. Sharef

Watch Video

Asset Allocation Outlook

When Markets Diverge, Opportunities Emerge

5/8/2024

In this Asset Allocation Outlook, we discuss how shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.

Erin Browne, Emmanuel S. Sharef

Read Article

Economic and Market Commentary

Forecast Favors Fixed Income

11/21/2023

Learn why we believe it is prime time for bonds, how we’re emphasizing diversification and caution and prioritizing quality, and where the opportunities are in today’s markets and beyond.

Erin Browne, Emmanuel S. Sharef, Berdibek Ahmedov

Watch Video

Asset Allocation Outlook

Prime Time for Bonds

11/14/2023

In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.

Erin Browne, Emmanuel S. Sharef

Read Article