Inflation's Near-Term Surprise

March 2022
Inflation's Near-Term Surprise
Part 1 in a 3-Part Series
By Rob Arnott, Brandon Kunz

Given recent world events, the threat of inflation on the capital markets and global economy has accelerated. In this short video, Rob Arnott, our founding chairman and co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds, assesses inflation dynamics and the implications for investors.

WATCH PART 2:

Beyond 60/40: Asset Allocation in an Inflationary Environment

WATCH PART 3:

Will Value Outperform While Inflation Rises?

Please refer to our disclosures for more information regarding the content of this video: Disclosures & Disclaimers

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