Looking for investment ideas for the year ahead? Learn why housing-related assets and private credit strategies are two of our highest conviction ideas for 2021.

More on Alternatives at PIMCO

During periods of volatility, our disciplined investment process becomes even more centralized and coordinated, leveraging multiple checks and balances to ensure that we are laser focused on our one priority: working to protect our clients’ capital.

Monetary and fiscal policy response has moved with unprecedented speed and scope and with implicit and explicit coordination for two distinct reasons.

Investors should brace themselves for a very different investment landscape in a post-COVID world, as globalization and central bank independence are likely to be diminished.

The global economic outlook has recently improved but now there may be less capacity to combat a future recession. Joachim Fels, global economic advisor, details seven macroeconomic themes that PIMCO believes will shape the global economy in 2020.