• / Free eNewsletters & Magazine
  • / My Account
Home>PIMCO Cyclical Outlook: A Fine Balance in the Global Profits Cycle

PIMCO Cyclical Outlook: A Fine Balance in the Global Profits Cycle

Perspectives Content Submission

Thu, 19 Sep 2013

In the U.S., we expect growth to accelerate over the cyclical horizon, but to disappoint elevated consensus expectations. In Europe, we also expect growth to accelerate, but just barely, and also below consensus. In Japan, we expect growth to remain heavily reliant on aggressive fiscal and monetary

Related Videos

  1. Smarter International Investing

    Morningstar's Patty Oey and Dan Rohr and Columbia Acorn's Andreas Waldburg-Wolfegg offer best practices for globe-trotting investors who must navigate choppy waters in today's market.

  2. Bond Excitement and Concerns for 2013

    BlackRock's Rick Rieder expects the bond market to focus more on alpha creation next year, but investors should watch for rising duration risk as well as ongoing troubles in Europe .

  3. Fidelity Fund Looks to Benefit on Increased Foreign Activity

    Fidelity fund manager Bill Kennedy is seeing stock-picking opportunities amid better investment prospects in Europe , improving consumption in Japan , and cheap P/Es in Korea.

  4. Hasenstab's Guidelines for Emerging Markets

    Templeton Global Bond manager Michael Hasenstab outlines his criteria for investing in developing markets, and explains why he sees opportunities in China and Korea.

Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.