New market commentary and analysis from PIMCO discusses the expectation of the global expansion continuing in 2018, yet notes that investors should prepare for both the consequences of policy shifts and the opportunities presented in more difficult market conditions. PIMCO notes that barring a “zombie apocalypse” or a sudden, spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist into 2018. The report further discusses 2018 growth forecasts and risks in the developed regions of the world – the U.S., Eurozone, UK, China and Japan, and the implications for investing.

PIMCO: Cyclical Outlook, December 2017 – Peak Growth