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    Mohamed El-Erian


    Mohamed El-Erian is President of Queens’ College, Cambridge University, an advisor to Allianz and Gramercy and a best selling author. He previously served as chief executive and co-chief investment officer of Pimco, deputy director of the IMF and president and CEO of Harvard Management Company. He is the Rene M. Kern Practice Professor at the Wharton School of the University of Pennsylvania.

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    • Tuesday, 9 August, 2022
      Markets InsightUS economy
      It is too early to declare risk of US recession is over

      Rate rises and the contraction of the Fed’s balance sheet may still pull the rug from under the economy and markets

    • Monday, 25 July, 2022
      Markets InsightEmerging market investing
      How to invest in emerging markets

      Historically cheap pricing is not enough given the macro headwinds

    • Wednesday, 13 July, 2022
      Markets InsightUS Inflation
      US inflation surge signals tough times ahead

      The damage from the sharp rise in prices has already been unleashed

    • Wednesday, 29 June, 2022
      Markets InsightFederal Reserve
      The risk of a flip-flopping Fed

      There is a danger of the classic ‘stop-go’ trap that haunted many western central banks in the 1970s and 1980s

    • Monday, 20 June, 2022
      Markets InsightCentral banks
      Central banks and markets share a secular awakening

      There is no hiding from the long-term transition to more challenging financial conditions

    • Monday, 30 May, 2022
      Markets InsightPrivate equity
      Private equity cannot avoid the reckoning in markets

      Both the real economy and the financial system are in a destabilising phase for both public and private investors

    • Tuesday, 17 May, 2022
      Markets InsightUS Dollar
      The dollar’s rapid rise increases risks for global economy

      Dangers are particularly acute for developing countries already facing number of crises

    • Monday, 2 May, 2022
      Markets InsightMonetary policy
      Investors face volatility as demand stalls amid supply disruptions

      Central bank tightening will pressure an already-slowing global economy

    • Monday, 11 April, 2022
      Federal Reserve
      Monetary policy must serve the real economy not just financial markets

      Two-decade-long market dominance over monetary policy threatened by high and persistent inflation

    • Monday, 4 April, 2022
      World
      Stocks’ mysterious strength should not stop investors acting

      Those heavily exposed should make the most of the strength of equities and take some chips off the table

    • Tuesday, 15 March, 2022
      Markets InsightWar in Ukraine
      Market fallout from Ukraine war combines the risks of past crises

      Global economy faces some of the same challenges of the 1970s, 1980s, and 1990s — but all simultaneously

    • Saturday, 26 February, 2022
      Markets InsightWar in Ukraine
      Six factors to guide investors during Ukraine turmoil

      Portfolios will need to be prepared to deal with a wide range of ‘what if’ scenarios

    • Monday, 21 February, 2022
      Markets InsightMarkets
      There is more to market volatility than Ukraine

      Investors need strong stomachs to deal with large swings in asset prices

    • Monday, 7 February, 2022
      Markets InsightMonetary policy
      Fed and ECB still behind the inflation curve

      Central banks risk a pile-up of monetary policy tightening as inflation expectations become more embedded

    • Monday, 24 January, 2022
      Markets InsightFederal Reserve
      Bold policy response needed to restore Fed credibility on inflation

      Central bank’s policy-setting committee must catch up to realities of rising prices

    • Tuesday, 4 January, 2022
      Markets InsightGlobal inflation
      The key to 2022 will be how inflation is brought down

      In misjudging the risk of rising prices, the Fed gave markets a profitable 2021 but more difficult year ahead

    • Tuesday, 21 December, 2021
      Markets InsightTurkish economy
      What to make of Turkey’s latest unorthodox currency move

      Ankara’s circuit breaker measures will need to be backed up by a more comprehensive set of policies

    • Thursday, 9 December, 2021
      Markets InsightMarkets volatility
      Market volatility could portend a retreat of liquidity

      The Omicron variant, inflation and concerns about China and Russia are a recipe for uncertainty

    • Thursday, 25 November, 2021
      Markets InsightUS economy
      Obama-era ‘shellacking’ looms unless the Fed wakes up to inflation

      Policy agenda under a Democratic government is once again at risk

    • Thursday, 11 November, 2021
      Markets InsightUS Inflation
      Fed’s inflation miscalculations risk hurting the poor

      The slower the response to increasing prices, the greater the threat of contractionary forces for the economy

    • Friday, 5 November, 2021
      Markets InsightChinese business & finance
      Are investors facing a Yukos moment in China?

      Buy-the-dip opportunity is balanced by risks of further government intervention

    • Monday, 18 October, 2021
      Markets InsightMarkets
      Developing economies risk falling off the convergence process

      Rising inflation and supply chain woes add to pressure on vulnerable countries

    • Wednesday, 29 September, 2021
      Markets InsightSovereign bonds
      Bond sell-off is a warning to the Fed

      The longer central bank ‘tapering’ is delayed, the more the risk of a disruptive markets move

    • Monday, 13 September, 2021
      Markets InsightSupply chains
      Supply chain issues add to stagflationary winds

      Waves of disruptions suggest that longer-term forces are in play

    • Monday, 23 August, 2021
      Markets InsightFederal Reserve
      Why Jay Powell should be bold at Jackson Hole

      The longer the Fed chair waits to detail his own thinking, the greater the economic, financial and institutional risks

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