Inside the Secular Forum process.
PIMCO’s 32nd annual Secular Forum was moderated by Richard Clarida in Newport Beach, May 5-7. The Secular Forum plays an integral role in guiding PIMCO’s global investment strategy for the upcoming three to five years.
As a long-standing component of PIMCO’s investment process, the discussion has produced a number of global investment themes that have helped guide the firm’s day-to-day investment strategy.
Formalized in 1982, the Forum has since become an essential component of the firm’s “Top-Down/Bottom-Up” investment process and is complemented by three Cyclical Forums, which help define our shorter-term outlook.