Portfolio Manager, Asset Allocation, EMEA
Ms. Sundstrom is a managing director and portfolio manager in the London office, focusing on asset allocation strategies. Prior to joining PIMCO in 2015, she was a partner and portfolio manager at Brevan Howard, where she led the Emerging Markets Strategies Fund. Previously, she was a portfolio manager at Moore Capital Management. Earlier in her career, Ms. Sundstrom held senior research roles with Citigroup Global Investments and Pareto Partners. She has 26 years of investment experience and holds a master's degree in finance from Birkbeck College at London University and two degrees from Universite Paris Dauphine.
Mid-Cycle Investing: Growth-Oriented and Selective
15 July 2021
Look to growth-oriented assets, like equities and credit, as we move into a mid-cycle environment, but keep in mind that dispersion will likely drive returns and selectivity will be crucial.
Comparing Risk Assets in Mid-Cycle Markets
15 July 2021
Growth-oriented asset classes are likely to shine, but not equally. Geraldine Sundstrom and Erin Browne discuss our views across asset classes, including equities, credits, currencies and rates, and how we’re positioning for a mid-cycle environment.
Navigating the Growth Rebound
29 January 2021
The global economy has moved from a late-cycle to an early-cycle environment in less than a year. Positioning portfolios today means taking advantage of new cycle opportunities – in select equities, credit, and emerging markets – while defending against the risks that remain.
How Can Transformation Lead to Opportunity in 2022?
20 December 2021
Hear PIMCO’s asset allocation takeaways on where we see the most compelling opportunities in the age of transformation.
Economic and Market Commentary
With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
In this abridged version of our latest <span style="font-style:italic">Asset Allocation Outlook</span>, we discuss the opportunities and risks of investing in an early cycle recovery.
Disruptive trends and fatter tail risks highlight the importance of selection within asset classes and regions.
We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety of industries.
Asset Allocation Outlook for 2022
20 December 2021
Learn how PIMCO is positioning portfolios across asset classes – including Equities, Rates, Credit, Real Assets, and Currency Markets.