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PIMCO: When geopolitics becomes an economic input
Summary by Wealth DFM
1 Articles
1 Articles
PIMCO: When geopolitics becomes an economic input
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug. Marc Seidner, CIO Non-traditional Strategies, and Pramol Dhawan, Head of Emerging Markets Portfolio Management, at PIMCO, share their insights. Markets have long struggled to price geopolitical risk. Part of the issue is that each flare-up tends to be viewed as a one-off volatility jolt to be weathered and then faded…
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