An Outlook Of The Global Economy: Stable But Not Secure by Andrew Balls, Richard Clarida and Daniel J Ivascyn - PIMCO
Good investment opportunities remain, but investors must be compensated for growing and heightened uncertainty and risks of policy exhaustion.
How stable is the global economy, and what are the risks to that stability?
Critical questions like these drove vigorous debate when PIMCO’s investment professionals gathered in May for our 35th annual Secular Forum. As always, our focus was to identify the key secular forces that will drive the global economy, monetary and fiscal policy, and financial markets over the next three to five years. To help us develop and refine our views, we heard from a stellar lineup of...

