Cyclical outlook

What We’re Watching: Productivity, Policy and Politics

Joachim Fels, PIMCO Global Economic Advisor, discusses the firm’s outlook, which forecasts continued global economic expansion and broadly range-bound markets through 2017, as well as three key swing factors – productivity, policy and politics.

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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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