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Andrew Balls

CIO Global Fixed Income

Richard Clarida

Former Global Strategic Advisor, 2006-2018

Tony Crescenzi

Portfolio Manager, Market Strategist

Joachim Fels

Global Economic Advisor

Tiffany Wilding

North American Economist

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Anti-Goldilocks

Anti-Goldilocks

Cyclical outlook

Anti-Goldilocks

Active management and risk awareness may help investors navigate a global economy where inflation becomes “too hot” and growth “too cold.”

Investing in a Fast-Moving Cycle

Investing in a Fast-Moving Cycle

Cyclical outlook

Investing in a Fast-Moving Cycle

A long-term approach can help investors position for opportunities in a volatile and rapidly advancing business cycle.

Inflation Inflection

Inflation Inflection

Cyclical outlook

Inflation Inflection

We expect growth and inflation to peak in 2021 in developed economies, and we are focused on liquidity and flexibility in our portfolios.

Cyclical outlook

Dealing With an Inflation Head Fake

The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.

Cyclical outlook

Bounded Optimism on the Global Economy

Vaccinations and fiscal support should lift the global economy in 2021, but several risks call for careful portfolio positioning.

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