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  • Mohamed A. El-Erian
    Mohamed A. El-Erian
    Country:
    NULL
    President of Queens’ College, Cambridge; Chief Economic Advisor at Allianz; Former CEO and Co-CIO of PIMCO
    Global macroeconomics, central-bank policy, fixed income, emerging markets
    Recently Updated:  May 08, 2025
  • Profile

    Mohamed Aly El-Erian (born August 19, 1958) is an Egyptian-American economist and investor. He previously served as CEO and co-CIO of PIMCO, one of the world’s largest bond managers, and is now Chief Economic Advisor at Allianz. He is widely cited by financial media on inflation, growth, and market regime shifts.
  • Areas of Expertise

    Macro policy; fixed-income strategy; emerging-market investing; market regime analysis.
  • Investment Strategies

    El-Erian emphasizes a “new normal” / “poly-crisis” framework: slower growth, more fragmented globalization, higher inflation volatility, and a bigger role for fiscal policy. Portfolios, in his view, should be more diversified across geographies and asset classes and less dependent on one single central-bank put.
  • Recent Views

    – Inflation shocks are becoming more frequent, so investors should not assume a quick return to 2%. – Geopolitics + supply-side constraints will keep growth uneven across regions. – Monetary policy alone cannot deliver sustainable growth; fiscal/structural reforms must join in. – Recommends keeping liquidity buffers and avoiding over-concentration in U.S. mega-caps. Representative Achievements • Former CEO & co-CIO of PIMCO, helping manage one of the world’s largest bond portfolios. • Chief Economic Advisor to Allianz, regular columnist and TV commentator. • Elected President of Queens’ College, University of Cambridge. • Author of several widely read macro/markets books.
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