Secular Outlook

The New Neutral Revisited – Active Investing for the Secular Horizon

Is the global economy still in The New Neutral? This is one of the central questions PIMCO investment professionals gathered to answer during our 2015 Secular Forum, May 18–20. This time around, we have identified six key trends that are likely to define the global opportunity set available to investors and the returns they can expect over a secular horizon. We also gauge the relative appeal of asset classes as long-term investments, and we explain the global significance of neutral.

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Viewpoints

Asian Credit: Value or Trap?

Raja Mukherji, PIMCO portfolio manager and head of Asian credit research, surveys fundamentals, technicals and valuations in the Asian credit markets and concludes that current conditions argue for more defensive positioning.

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