🌍 PIMCO: “Rupture and Resilience” — 2026 Secular Outlook
PIMCO's flagship Secular Outlook addresses a global economy of fractured alliances, fiscal strain, and AI-driven investment, recommending diversified, high-quality fixed income and credit strategies. A companion piece, “When Geopolitics Becomes an Economic Input,” argues geopolitical risk is now a structural input to portfolio construction, not just an occasional shock.
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