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A Time to Be Selective in Equities A Time to Be Selective in Equities In a slowing but still growing environment, PIMCO’s asset allocation team favors a selective approach to equities, paying close attention to profits, factors, styles and geographies.
Defensively Positioned for a Decelerating World Defensively Positioned for a Decelerating World PIMCO’s asset allocation experts believe that investors should emphasize quality and stay defensive as they position portfolios for a world of slower economic growth.
September Fed Meeting: Divisions Over the Path of Policy September Fed Meeting: Divisions Over the Path of Policy Weakness in the U.S. economy leaves it vulnerable to shocks. We think the Fed will respond with additional easing this year.