Chanticleer

The Goldilocks gap: $3.2trn fund manager’s rosy US outlook

One of the big external managers of Australia’s superannuation honeypot paints a pretty rosy picture.

Feb 4, 2026 – 7.13pm

PIMCO economist Tiffany Wilding has the fun job of overseeing the $US2.26 trillion asset manager’s quarterly investment forums.

Wilding gets together with her fellow economists, PIMCO’s bond fund managers and analysts to thrash out the big issues to come up with a six to 12-month outlook. This is sent to the investment committee and helps determine a house view that’s represented across PIMCO’s various funds.

Anthony Macdonald is a Chanticleer columnist. He is a former Street Talk co-editor and has 10 years' experience as a business journalist and worked at PwC, auditing and advising financial services companies.