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Understanding Investing Reading the Road Ahead: Behind the Scenes at PIMCO’s Economic Forums(video) Reading the Road Ahead: Behind the Scenes at PIMCO’s Economic Forums Before Economic Forums were mainstream on Wall Street, our investment professionals were gathering to identify economic and market trends for our clients. Decades later, the cornerstone of our process is stronger and more important than ever.
Viewpoints China’s Reopening, Trade Tensions Create Opportunities Within Emerging Markets China’s Reopening, Trade Tensions Create Opportunities Within Emerging Markets EM as a whole stands to potentially benefit from China’s post-pandemic economic reopening, with differentiation among individual countries as global trade allegiances shift.
Viewpoints The Worst Is Likely Behind for Emerging Markets The Worst Is Likely Behind for Emerging Markets After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
Blog Peak Inflation May Hint at Peak Rates in Emerging Markets Peak Inflation May Hint at Peak Rates in Emerging Markets Inflation is receding and real interest rates are climbing in EM after a year of tightening monetary policy.
Blog Spotting Opportunities and Risks Across the EM Investment Universe Spotting Opportunities and Risks Across the EM Investment Universe Emerging market valuations appear attractive, but country-specific risks can be critical to monitor amid global inflation and rising interest rates.
Lupin Rahman Portfolio Manager Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Rahman is an executive vice president and portfolio manager in the New York office. She oversees PIMCO's sovereign credit investing on the emerging markets (EM) portfolio management team and is responsible for ESG (environmental, social, and governance) integration across PIMCO's investment strategies. Prior to joining PIMCO in 2008, she spent five years at the International Monetary Fund as an emerging markets macroeconomist. Before joining the IMF, she worked for the World Bank, the Centre for Economic Performance, and STICERD (the Suntory and Toyota International Centres for Economics and Related Disciplines). She has 27 years of investment experience and holds a Ph.D. in economics from the London School of Economics.