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Global Chip Shortage: The Winners and Losers
Navigating the Growth Rebound
Economic and Market Commentary

Navigating the Growth Rebound(video)

Navigating the Growth Rebound

The global economy has moved from a late-cycle to an early-cycle environment in less than a year. Positioning portfolios today means taking advantage of new cycle opportunities – in select equities, credit, and emerging markets – while defending against the risks that remain.

More from this Asset Allocation Outlook

Asset Allocation Views: Early Cycle Investing
Green Light to a Greener Economy: Three Investment Trends

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Geraldine Sundstrom

Portfolio Manager, Asset Allocation

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 25 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.

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