{"id":10819,"date":"2023-05-19T05:51:09","date_gmt":"2023-05-19T09:51:09","guid":{"rendered":"https:\/\/ifintechworld.com\/news\/targeting-relative-value-opportunities-seeking-alpha\/"},"modified":"2023-05-19T05:51:10","modified_gmt":"2023-05-19T09:51:10","slug":"targeting-relative-value-opportunities-seeking-alpha","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=10819","title":{"rendered":"Targeting Relative Value Opportunities | Seeking Alpha"},"content":{"rendered":"<div data-test-id=\"content-container\">\n<p><figure class=\"getty-figure\" data-type=\"getty-image\"><picture>  <\/picture><figcaption> <\/figcaption><\/figure>\n<figure class=\"sa-widget sa-embed\" data-id=\"23681\" data-provider=\"Brightcove\"><iframe loading=\"lazy\" src=\"https:\/\/seekingalpha.com\/embed\/23681\" allowfullscreen=\"true\" width=\"640\" height=\"360\" class=\"sa-embed-iframe embed-responsive-item\" data-original-width=\"640\" data-original-height=\"360\" data-id=\"23681\" data-provider=\"Brightcove\"><\/iframe><\/figure>\n<\/p>\n<h2>Transcript<\/h2>\n<p><strong>Justin Blesy, Product Strategist, Asset Allocation<\/strong><strong>: <\/strong>Hi, I\u2019m Justin Blesy, asset allocation strategist, and I\u2019m joined by portfolio manager Erin Browne. Erin, thank you for joining us today.<\/p>\n<p>How do PIMCO\u2019s asset allocation views influence our positioning<span class=\"paywall-full-content invisible\"> in multi-asset portfolios?<\/span><\/p>\n<p class=\"paywall-full-content invisible\"><strong> Erin Browne, Portfolio Manager, Asset Allocation: <\/strong>We expect continued volatility in financial markets for the foreseeable future.<\/p>\n<p class=\"paywall-full-content invisible\">We are cautious on overall risk positioning because of the environment where the economy is likely to slow over the course of the next 12 months.<\/p>\n<p class=\"paywall-full-content invisible\">The most notable expression of this right now in our portfolios is through equities. Historically, equities have weakened heading into a recession, and we think right now that the risk\/reward is really skewed to the downside given where valuations are today.<\/p>\n<p class=\"paywall-full-content invisible\">Our estimates suggest a much stronger decline in earnings than the market<span class=\"paywall-full-content invisible no-summary-bullets\"> is currently anticipating, and therefore, we see further downside risk within equity markets.<\/span><\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">On the other hand, we do see attractive opportunities in right now fixed income markets. Yields have reset higher over the last year, and as inflation begins to moderate, we think that fixed incomes are poised really well to outperform.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">With higher yields, policy rates are approaching terminal levels, and inflation is showing signs of decelerating, the backdrop for owning fixed income has dramatically improved.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Moreover, we believe that high-quality fixed income will resume its role as a diversifier versus growth risk particularly as we enter a weaker environment, assuming that inflation remains contained.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">With respect to duration positioning, we spent most of 2022 underweight, but we\u2019ve shifted now to a more neutral position within our portfolios.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Within credit, we\u2019re really emphasizing higher-quality issues as well as sectors that can withstand a weaker economic environment.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">We expect that further dislocations, such as the one that we most recently experienced in the bank capital market, will continue. And these events can really present compelling opportunities for active investors like PIMCO.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">We talked earlier about how excited we are about the opportunity in fixed income markets, but we\u2019re also starting to see really attractive investments in real assets and currency markets as well.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">And one high-conviction theme that we have right now in our portfolio is emerging market currencies, such as Thai baht, Brazilian real, and Mexican peso, which benefit from cheap valuation, high carry, and improving fundamentals.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">We also think that there are interesting ways to hedge against an inflation surprise, particularly through owning inflation-linked bonds, which are pricing in a much faster normalization than we expect with respect to inflation.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Overall, we are finding interesting relative value opportunities across asset classes, as well as within asset classes. For instance, we think that high-quality credit offers an attractive alternative to equities in the current environment, and that EM assets &#8211; both rates and equities &#8211; also are appealing to their developed markets counterparts. So, while we are cautious overall on risk, we think there are a lot of reasons for us to be really excited about the opportunities in front of us.<\/p>\n<h3 class=\"paywall-full-content invisible no-summary-bullets\">Disclosure<\/h3>\n<p class=\"paywall-full-content invisible no-summary-bullets\"><strong>Past performance is not a guarantee or a reliable indicator of future results. <\/strong><\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Investing in the <strong>bond market<\/strong> is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. <strong>Currency rates<\/strong> may fluctuate significantly over short periods of time and may reduce the returns of a portfolio. <strong>Equities <\/strong>may decline in value due to both real and perceived general market, economic and industry conditions. Investing in <strong>foreign-denominated and\/or -domiciled securities<\/strong> may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. <strong>Diversification<\/strong> does not ensure against loss.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\"><strong>Asset allocation<\/strong> is the process of distributing investments among various classes of investments (e.g., stocks and bonds). It does not guarantee future results, ensure a profit or protect against loss.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">The <strong>credit quality<\/strong> of a particular security or group of securities does not ensure the stability or safety of the overall portfolio.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">The terms \u201ccheap\u201d and \u201crich\u201d as used herein generally refer to a security or asset class that is deemed to be substantially under- or overpriced compared to both its historical average as well as to the investment manager\u2019s future expectations. There is no guarantee of future results or that a security\u2019s valuation will ensure a profit or protect against a loss.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Statements concerning financial market trends or portfolio strategies are based on current market conditions, which will fluctuate. There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Investors should consult their investment professional prior to making an investment decision. Outlook and strategies are subject to change without notice.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">This material contains the opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. | <strong>Pacific Investment Management Company LLC<\/strong>, 650 Newport Center Drive, Newport Beach, CA 92660 is regulated by the United States Securities and Exchange Commission. | <strong>PIMCO Europe Ltd (Company No. 2604517) <\/strong>is authorised and regulated by the Financial Conduct Authority (12 Endeavour Square, London E20 1JN) in the UK. The services provided by PIMCO Europe Ltd are not available to retail investors, who should not rely on this communication but contact their financial adviser. | <strong>PIMCO Europe GmbH (Company No. 192083, Seidlstr. 24-24a, 80335 Munich, Germany), PIMCO Europe GmbH Italian Branch (Company No. 10005170963), PIMCO Europe GmbH Irish Branch (Company No. 909462), PIMCO Europe GmbH UK Branch (Company No. 2604517) and PIMCO Europe GmbH Spanish Branch (N.I.F. W2765338E) <\/strong>are authorised and regulated by the German Federal Financial Supervisory Authority (BaFin) (Marie- Curie-Str. 24-28, 60439 Frankfurt am Main) in Germany in accordance with Section 15 of the German Securities Institutions Act (WpIG). The Italian Branch, Irish Branch, UK Branch and Spanish Branch are additionally supervised by: (1) Italian Branch: the Commissione Nazionale per le Societ\u00e0 e la Borsa (CONSOB) in accordance with Article 27 of the Italian Consolidated Financial Act; (2) Irish Branch: the Central Bank of Ireland in accordance with Regulation 43 of the European Union (Markets in Financial Instruments) Regulations 2017, as amended; (3) UK Branch: the Financial Conduct Authority; and (4) Spanish Branch: the Comisi\u00f3n Nacional del Mercado de Valores (CNMV) in accordance with obligations stipulated in articles 168 and 203 to 224, as well as obligations contained in Tile V, Section I of the Law on the Securities Market (LSM) and in articles 111, 114 and 117 of Royal Decree 217\/2008, respectively. The services provided by PIMCO Europe GmbH are available only to professional clients as defined in Section 67 para. 2 German Securities Trading Act (WpHG). They are not available to individual investors, who should not rely on this communication.| <strong>PIMCO (Schweiz) GmbH (registered in Switzerland, Company No. CH-020.4.038.582-2)<\/strong>. The services provided by PIMCO (Schweiz) GmbH are not available to retail investors, who should not rely on this communication but contact their financial adviser. | <strong>PIMCO Asia Pte Ltd<\/strong> (Registration No. 199804652K) is regulated by the Monetary Authority of Singapore as a holder of a capital markets services licence and an exempt financial adviser. The asset management services and investment products are not available to persons where provision of such services and products is unauthorised. | <strong>PIMCO Asia Limited<\/strong> is licensed by the Securities and Futures Commission for Types 1, 4 and 9 regulated activities under the Securities and Futures Ordinance. PIMCO Asia Limited is registered as a cross-border discretionary investment manager with the Financial Supervisory Commission of Korea (Registration No. 08-02-307). The asset management services and investment products are not available to persons where provision of such services and products is unauthorised. | <strong>PIMCO Investment Management (Shanghai) Limited<\/strong> Unit 3638-39, Phase II Shanghai IFC, 8 Century Avenue, Pilot Free Trade Zone, Shanghai, 200120, China (Unified social credit code: 91310115MA1K41MU72) is registered with Asset Management Association of China as Private Fund Manager (Registration No. P1071502, Type: Other) | <strong>PIMCO Australia Pty Ltd <\/strong>ABN 54 084 280 508, AFSL 246862. This publication has been prepared without taking into account the objectives, financial situation or needs of investors. Before making an investment decision, investors should obtain professional advice and consider whether the information contained herein is appropriate having regard to their objectives, financial situation and needs. | <strong>PIMCO Japan Ltd<\/strong><strong>, <\/strong>Financial Instruments Business Registration Number is Director of Kanto Local Finance Bureau (Financial Instruments Firm) No. 382. PIMCO Japan Ltd is a member of Japan Investment Advisers Association, The Investment Trusts Association, Japan and Type II Financial Instruments Firms Association. All investments contain risk. There is no guarantee that the principal amount of the investment will be preserved, or that a certain return will be realized; the investment could suffer a loss. All profits and losses incur to the investor. The amounts, maximum amounts and calculation methodologies of each type of fee and expense and their total amounts will vary depending on the investment strategy, the status of investment performance, period of management and outstanding balance of assets and thus such fees and expenses cannot be set forth herein. | <strong>PIMCO Taiwan Limited <\/strong>is managed and operated independently. The reference number of business license of the company approved by the competent authority is (110) Jin Guan Tou Gu Xin Zi No. 020. 40F., No.68, Sec. 5, Zhongxiao E. Rd., Xinyi Dist., Taipei City 110, Taiwan (R.O.C.). Tel: +886 2 8729-5500. | <strong>PIMCO Canada Corp.<\/strong> (199 Bay Street, Suite 2050, Commerce Court Station, P.O. Box 363, Toronto, ON, M5L 1G2) services and products may only be available in certain provinces or territories of Canada and only through dealers authorized for that purpose. | <strong>PIMCO Latin America<\/strong> Av. Brigadeiro Faria Lima 3477, Torre A, 5\u00b0 andar S\u00e3o Paulo, Brazil 04538-133. | No part of this publication may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. \u00a92023, PIMCO.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">CMR2023-0501-287676<\/p>\n<h2 class=\"paywall-full-content invisible no-summary-bullets\">Disclaimer<\/h2>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Copyright PIMCO 2023. All Rights Reserved. Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world. \u00a92023 PIMCO<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Pacific Investment Management Company LLC (\u201cPIMCO\u201d) is an investment adviser registered with the U.S. Securities and Exchange Commission (\u201cSEC\u201d). PIMCO Investments LLC (\u201cPIMCO Investments\u201d) is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (\u201cFINRA\u201d). PIMCO and PIMCO Investments is solely responsible for its content. PIMCO Investments is the distributor of PIMCO investment products, and any PIMCO Content relating to those investment products is the sole responsibility of PIMCO Investments.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">The information provided herein is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of PIMCO nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to PIMCO about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\">Check the background of this firm on FINRA&#8217;s BrokerCheck.<\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\"><em>Original Post<\/em><\/p>\n<p class=\"paywall-full-content invisible no-summary-bullets\"><strong>Editor&#8217;s Note:<\/strong> The summary bullets for this article were chosen by Seeking Alpha editors.<\/p>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4605999-targeting-relative-value-opportunities?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Transcript Justin Blesy, Product Strategist, Asset Allocation: Hi, I\u2019m Justin Blesy, asset allocation strategist, and I\u2019m joined by portfolio manager Erin Browne. Erin, thank you for joining us today. How do PIMCO\u2019s asset allocation views influence our positioning in multi-asset portfolios? Erin Browne, Portfolio Manager, Asset Allocation: We expect continued volatility in financial markets for [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":10820,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"gallery","meta":{"footnotes":""},"categories":[236],"tags":[83],"class_list":["post-10819","post","type-post","status-publish","format-gallery","has-post-thumbnail","hentry","category-news","tag-featured","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Targeting Relative Value Opportunities | Seeking Alpha | iFintechWorld<\/title>\n<meta name=\"description\" content=\"Transcript Justin Blesy, Product Strategist, Asset Allocation: Hi, I\u2019m Justin Blesy, asset allocation strategist, and I\u2019m joined by portfolio manager Erin\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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