Experts
Gene Frieda
Global Strategist
Mr. Frieda is an executive vice president and global strategist based in London, and serves as co-lead of foreign exchange strategy and in the research group of the emerging markets portfolio committee. Prior to joining PIMCO in 2016, he served as a partner and global strategist at Moore Capital, focusing on global macroeconomic and financial sector policy issues. He has 29 years of investment experience and holds a master's degree in economics from the London School of Economics and undergraduate degrees from the University of Oklahoma. He is a senior visiting fellow at the London School of Economics and has served as a member of the World Economic Forum’s Global Agenda Council on Global Imbalances, a member of the UN Expert Panel on Financing Global Education and as an associate of the Political Economy of Financial Markets program at Oxford University.
Latest Insights
Blog
28 May 2021
Natural herd immunity in predominantly young emerging markets populations looks set to offset slower vaccine rollouts, setting the stage for a resurgence in economic growth.
Blog
27 April 2022
Sanctions on Russia’s foreign currency reserves will likely stymie the rise of the Chinese renminbi as a competitor to the U.S. dollar.
Blog
30 January 2023
The dollar is set to weaken as fears over last year’s shocks abate.
Viewpoints
14 December 2021
As accelerated disruption transforms the macro environment, we expect more volatility – and investment opportunity – within emerging markets.
Viewpoints
25 January 2022
Latin American economies face complex structural challenges, yet we also see select opportunities for investors created by global secular trends – country selection is expected to be critical.
Blog
05 March 2021
China’s economy should see a soft landing as stimulus is reduced, but the drag on global growth may place a burden on developed economies to keep stimulus taps open for longer.
Blog
19 January 2021
A confluence of dynamics are set to accelerate global capital flows to emerging markets amid attractive valuations.