Experts
Geraldine Sundstrom
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 27 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.
Latest Insights
Economic and Market Commentary
16 November 2022
With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
Economic and Market Commentary
16 November 2022
We are focused on positioning multi-asset allocation portfolios to withstand a wide range of potential economic outcomes, and we see select opportunities for active investors.
Blog
10 June 2022
The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
Economic and Market Commentary
03 May 2022
We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
Blog
14 April 2022
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.
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.
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.
Blog
07 December 2021
Disruptive trends and fatter tail risks highlight the importance of selection within asset classes and regions.