PIMCO Portfolio Manager Erin Browne on Asset Allocation Outlook

The video discusses the optimistic outlook for markets post-pandemic, highlighting the performance of risk assets and the challenges faced by emerging markets due to vaccination issues. It contrasts developed and emerging markets, noting the impact of inflation and central bank policies. The Fed's focus on employment over inflation is emphasized, with potential implications for interest rates. The video also explores the potential impact of infrastructure spending on asset selection, particularly in the US market.

What challenges do emerging markets face in terms of vaccine distribution?

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How might the labor market influence the Fed's approach to tapering?

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What is the expected trend for yields in the coming months according to the discussion?

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