Group 1 - PIMCO's CEO Emmanuel Roman indicated that the effects of Trump's tariff policies have yet to materialize, potentially dragging down the outlook for the U.S. stock market [2] - Despite highlights in the U.S. economy, such as the AI data center boom, the industrial sector is facing challenges, with corporate revenues showing no growth [2] - PIMCO forecasts a return of approximately 6% for the U.S. stock market over the next three years [2] Group 2 - PIMCO is optimistic about opportunities in the asset-backed financing sector, recently leading a $26 billion debt transaction to support Meta Platforms' data center construction in Louisiana [3] - The data center market is characterized by significant demand for capital and equity, with expectations of numerous financing transactions and construction projects globally [3] - PIMCO is also bullish on natural gas due to the energy-intensive nature of data center operations, highlighting substantial investment opportunities in the fixed income market [3][4]
2万亿全球资管巨头CEO“泼冷水”：关税影响未知或拖累美股
Jin Shi Shu Ju·2025-09-29 13:52