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
2022/11/16
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.
Economic and Market Commentary
2022/11/16
With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.
Blog
2022/06/10
The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
Economic and Market Commentary
2022/05/03
We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
Blog
2021/12/07
Disruptive trends and fatter tail risks highlight the importance of selection within asset classes and regions.
Economic and Market Commentary
2021/07/14
Amid an ongoing recovery, but past peak growth, we favor a risk-on stance with deliberate sector and security selection in multi-asset portfolios.
The Future is Now: Opportunities in Green and Digital
2021/01/06
Megatrends shaped financial markets in 2020 - in this video Portfolio Manager Geraldine Sundstrom explains why there is no end in sight for the green and digital transition.
Economic and Market Commentary
2019/01/30
Insights for an aging expansion