Erin Browne
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PIMCO's Capital Market Assumptions
Forecast Favors Fixed Income
Learn why we believe it is prime time for bonds, how we’re emphasizing diversification and caution and prioritizing quality, and where the opportunities are in today’s markets and beyond.
Prime Time for Bonds
In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Targeting Relative Value Opportunities
Learn how we’re finding interesting relative value opportunities across asset classes and within asset classes, and why we think there are many reasons to be excited about the opportunities ahead, with Erin Browne, portfolio manager and head of asset allocation, and Justin Blesy, asset allocation strategist.
Positioning Portfolios for Today’s Markets
Find out how we’re positioning portfolios across global asset classes, and why we remain cautious on risk overall, with Erin Browne, portfolio manager and head of asset allocation.
Whether Pause or Pivot, Look to Bonds
An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserve’s policy trajectory.
Building Resiliency Amid Uncertainty
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.
Risk-Off, Yield-On
With interest rates higher amid a challenging macro environment, we see a compelling case for bond allocations and are cautious about higher-risk investments.