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Economic and Market Commentary

Targeting Relative Value Opportunities(video)

Learn where we’re finding interesting opportunities across and within asset classes, with Erin Browne, asset allocation portfolio manager, and Justin Blesy, asset allocation strategist.

More from this Asset Allocation Outlook

Preparing for the Pivot: Key Takeaways From Our 2022 Advisor Fixed Income Portfolio Review

Blog

Preparing for the Pivot: why now may be the time to move cash off the sidelines

Higher bond yields and improved total return potential may offer advisors a compelling opportunity to move cash off the sidelines.

Understanding Investing

The Benefits of Risk Factor Investing(video)

Steve Sapra, senior member of the client solutions and analytics team, explains how a focus on risk factors can simplify investors’ ability to assess the risk/return profile across asset classes and sectors.

Understanding Investing

Beyond Stress Testing for Portfolio Stability(video)

In addition to testing portfolio risk factors against historical stress periods, financial advisors need to prepare clients to view portfolio risks within a long-term framework, before volatility strikes.

Justin Blesy

Asset Allocation Strategist

Mr. Blesy is an executive vice president and asset allocation strategist in the Newport Beach office. He focuses on multi-asset strategies and customized client portfolio analyses and he is the lead product strategist for PIMCO’s model portfolio business. Prior to joining PIMCO in 2012, he was a management consultant at Oliver Wyman, where he led strategy, product development, and risk management projects for financial institutions. He has 16 years of investment and financial services experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree from Dartmouth College.

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Targeting Relative Value Opportunities(video)

Targeting Relative Value Opportunities

Preparing for the Pivot: why now may be the time to move cash off the sidelines

Preparing for the Pivot: why now may be the time to move cash off the sidelines

The Benefits of Risk Factor Investing(video)

The Benefits of Risk Factor Investing

Beyond Stress Testing for Portfolio Stability(video)

Beyond Stress Testing for Portfolio Stability

Justin Blesy

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