World In A Stable Disequilibrium: Masha Gordon
  • Elizabeth George
  • Oct 10 2013

October 10: Masha Gordon, EM Equity Portfolio Manager at PIMCO, says the past year has been tumultuous with US policy normalization triggering forex volatility. Pointing to mini-cycles amidst global uncertainty, she says the structural issues remain unresolved despite central bank action. Markets need central bank support to avoid disequilibrium from falling apart, she says, adding that she is skeptical about US returning to old growth rates.