In this uncertain environment with increased inflation risk, portfolio construction will be key going forward, and we think investors should consider expanding the number of diversifiers in their portfolios.

There are many ways to help make portfolios more resilient to inflation: We highlight three attractively priced inflation hedges now: EM currencies, green energy and real estate.

Learn how PIMCO is positioning portfolios across asset classes – including Equities, Rates, Credit, Real Assets, and Currency Markets.

Hear PIMCO’s asset allocation takeaways on where we see the most compelling opportunities in the age of transformation.

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.

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.

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.