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Opportunity Amid Transformation
We expect the next decade to look a lot different from the past one. As PIMCO detailed in our recent Secular Outlook, “Age of Transformation,” we believe several key trends – including technological innovation, green energy initiatives, and more inclusive socioeconomic policies – will create disruptions and lead to compelling investment opportunities. This has several important implications for multi-asset portfolios as the risks and opportunities presented by this new paradigm offer fertile ground for active management. Looking ahead to 2022, our base case is positive for the global macroeconomy. We expect ... (full story)