PIMCO’s Mohamed El-Erian says that the “new normal” is starting to play out, with a lack of top-line growth causing the market to adjust and reprice. “For a while, revenue growth is going to be muted until we finish the deleveraging process,” he says. El-Erian says he thinks that process will take “a couple of [...]
Read more
Tag Archives: Mohamed El-Erian
El-Erian on Getting Beyond the New Normal
June 16, 2010
0 Comments
PIMCO chief Mohamed El-Erian still sees a slow-growth “New Normal” for economies and investors, but he doesn’t think that New Normal will last forever. El-Erian tells CNBC that he sees the New Normal as a 3 to 5 year phenomenon, and that the U.S. can move past it as balance sheets improve.
Read moreEl-Erian on How the Greece Crisis Helps — and Hurts — the U.S.
May 6, 2010
0 Comments
In an interview with CNBC, PIMCO CEO Mohamed El-Erian says the Greek debt contagion will cause investors will divert a good deal of money away from Europe and into the U.S. markets. But, he says it also means more risk aversion among investors, which means the capital diverted to the U.S. will most likely go [...]
Read moreEl-Erian: No Strong Bouce-Back this Time
February 4, 2010
0 Comments
While the economy has shown signs of life in the past several months, PIMCO’s Mohamed El-Erian still expects a “new normal” of subpar growth in the U.S. El-Erian tells Bloomberg that, while strong bounce-backs are typical in recoveries from crises that are cyclical in nature, they are not typical in recoveries from crises that are [...]
Read moreDecoupling or Recoupling — Which Will Win Out?
August 14, 2009
0 Comments
One of the troubling surprises for many investors during last year’s economic crisis was the “recoupling” of the developed world and emerging markets. Rather than offering a safe haven, emerging markets ended up being hit as hard, if not harder, than the U.S. and Europe. In the Financial Times, PIMCO Chief Executive Officer Mohamed El-Erian [...]
Read morePIMCO Boss: A New Take on Asset Allocation
February 6, 2009
2 Comments
In this month’s Kiplinger’s magazine, PIMCO CEO Mohamed El-Erian offers some interesting insights into diversification and risk management in an economic world that is in great flux. According to El-Erian, the old rules of diversification have changed in a couple different ways. First, with other countries catching up to the U.S., he says investors shouldn’t [...]
Read morePimco’s El-Erian: Beware of Value Traps, Seek Catalysts
December 22, 2008
0 Comments
Pimco Co-CEO Mohamed El-Erian tells CNBC that “every investor should go back to the basics” in 2009. According to El-Erian, investors need to focus on “diversified asset allocation, good implementation vehicles, and solid risk management”. El-Erian believes equities could lag until investor confidence improves and warns that some investments could be value traps — meaning [...]
Read morePIMCO Co-CEO Calls for “New Thinking”
December 5, 2008
0 Comments
PIMCO’s Mohamed El-Erian says that “Only New Thinking Will Save the Global Economy”. El-Erian believes that the situation will get worse before it gets better, saying that we are moving toward a “different destination” and one that results in “more market accidents, disorderly sectoral realignments and additional shifts in policy.” He goes on to say [...]
Read more
