Portfolio Manager, Sovereign Credit Analyst
Mr. Mai is an executive vice president in the London office and a sovereign credit analyst in the portfolio management group. He leads sovereign credit research in Europe, and is a member of the European portfolio committee. He is responsible for formulating key macro views for the region and for identifying and analyzing global macro and investment trends. Prior to joining PIMCO in 2012, Mr. Mai was senior euro area economist at J.P. Morgan for seven years. He started his career as an economist in the U.K. government, in a program run by HM Treasury. He has 21 years of investment and financial services experience and holds a graduate degree in economics from Universitat Pompeu Fabra in Barcelona and an undergraduate degree in economics from the London School of Economics.
Economic and Market Commentary
Our cyclical outlook: Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy.
Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.