Global Markets

2018 Global Market Outlook – Q3 Update

Do increasing political risks pose to a threat to global economic growth? See what our strategists’ views are for the third quarter of 2018 and beyond. ...

2018 Global Market Outlook – Q2 Update: Shifting Winds?

Is change in the wind for global investment markets and economies? See what our strategists’ views are for the second quarter of 2018 and beyond. ...

Global Market Outlook & Market Update- As Good as It Gets

At the height of this eight-year bull market, we are trying to reconcile the notion that the markets and the global economy may be “as good as it gets” with the potential that as a result of technological change and increased market volatility, “the best may be yet to come.” ...

2018 Comes Into Focus

The year is winding down, which means that we’re knee-deep in newly minted 2018 investment outlooks. All the usual caveats apply, of course, but there’s a generous helping of perspective too. As an example, here’s a select sampling from recent publications that caught our eye:“We think valu ...

2018 Global Market Outlook: Running with the Bulls

Will the global growth momentum of 2017 carry over into next year? Is there a risk of a pullback in the short term? See what our strategists' views on global investment markets and economies are for the year ahead. ...

Emerging Markets Outlook: Constructive

Improving domestic fundamentals, falling inflation and a favorable external environment have boosted flows into emerging markets. For more of our views on the outlook for emerging markets and around the world next year, see Putting Markets in Perspective. READ NOW ...

As Good as It Gets? Three Risks to Global Growth

PIMCO’s baseline economic forecast is for a continuation of synchronized world real GDP growth at a decent 3% pace in 2018 (the same as this year), low near-term recession risks, a moderate pickup in underlying inflation in the advanced economies, mildly supportive fiscal policies and an only gra ...