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Gold Outlook Brightens
by Nicholas J. Johnson of PIMCO, 7/28/18

Ultimately, we think the sell-off will prove transient and that the relationship of real yields to gold observed over the past decade will prevail.

Inflation Outlook 2012: Benign, But Watch the Tails
by Mihir P. Worah and Nicholas J. Johnson of PIMCO, 2/10/12
Headline inflation, as measured by the Consumer Price Index (CPI) in the U.S., ran at 3.0% in 2011, up from 1.5% for 2010. Our base case is for inflation to moderate this year, heading to slightly below 2%. Longer term our bias is toward higher inflation, and we feel any deflationary episode is likely to be short-lived. Faced with this possibility of higher inflation, many investors may need to examine their allocations to assets associated with real return potential, including Treasury Inflation-Protected Securities (TIPS), real estate, commodities and equities.
2 results found.