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Cyclical Outlook: Peak Policy, Peak Inflation, Peak Growth

Economic and Market Commentary

Cyclical Outlook: Peak Policy, Peak Inflation, Peak Growth (video)

Learn key insights from our recent Cyclical Forum, including our outlook on policy, inflation and growth, and how investors can navigate the challenges and opportunities ahead.

MORE FROM THE CYCLICAL OUTLOOK

Economic and Market Commentary

What Keeps You Up at Night?(video)

PIMCO experts and Dr. Ben Bernanke, senior advisor to PIMCO, discuss the main risks they’re concerned about over the cyclical horizon.

Explore Inflation Insights

Economic and Market Commentary

Inflation Uncertainty: What’s Coming?(video)

Dr. Ben Bernanke, senior advisor to PIMCO, and Joachim Fels, global economic advisor, discuss what’s a concern – and what isn’t – with regard to rising short-term inflation.

Explore Inflation Insights

Economic and Market Commentary

Economic Themes For the Year Ahead(video)

Three key themes will likely drive a global economic recovery this year – and into the next: a strong rebound in economic activity, a temporary rise in inflation, and continued fiscal and monetary support.

Discover Opportunities at PIMCO

Economic and Market Commentary

Where We See Opportunity in Risk Assets(video)

We see opportunity in public and private credit markets, find value in non-agency mortgages and prefer cyclicals to growth stocks – with a focus on flexibility and active management to find the winners in the global rebound.

Discover the Active Advantage

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Tina Adatia

Fixed Income Strategist

Ms. Adatia is an executive vice president and product strategist in the London office, focusing on global fixed income and ESG strategies. Previously, she was an account manager focusing on the Middle East and North Africa region and servicing institutional clients. Prior to joining PIMCO in 2004, she was on the consultant relationship team at Henderson Global Investors and was also an investment associate at Hewitt in London. She has 17 years of investment experience and holds an undergraduate degree in economics and actuarial science from the University of Southampton.

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Insights Finder

Cyclical Outlook: Peak Policy, Peak Inflation, Peak Growth (video)

Cyclical Outlook: Peak Policy, Peak Inflation, Peak Growth

What Keeps You Up at Night?(video)

What Keeps You Up at Night?

Inflation Uncertainty: What’s Coming?(video)

Inflation Uncertainty: What’s Coming?

Economic Themes For the Year Ahead(video)

Economic Themes For the Year Ahead

Where We See Opportunity in Risk Assets(video)

Where We See Opportunity in Risk Assets

Tina Adatia

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