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All Asset All Access, January 2018
By Advisor Perspectives
Wealth Management, Capital Markets
Chris Brightman, Research Affiliates’ chief investment officer, discusses the 2018 outlook across a global opportunity set, while Research Affiliates’ asset allocation and research specialists offer insights into key asset classes. Jim Masturzo (equities), Shane Shepherd (bonds), Michael Aked (real return assets) and Omid Shakernia (alternative strategies) discuss the opportunities they’re seeing as we start the year. As always, their insights are in the context of the PIMCO All Asset and All Asset All Authority funds.
Q: Let’s begin with a discussion of your outlook across global asset classes. What are your return estimates spanning the global opportunity set as we enter 2018, and where are you finding opportunities for attractive multiyear returns?
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Photo: Allan Ajifo