Financial repression is growing in prevalence throughout the world. Both developed and emerging economies use its tactics: developed sovereigns that struggle with explosive increases in their outstanding debt, and emerging market countries that face increasingly scarce external demand. Investors need to be especially alert to increasing financial repression, because it transfers value from savers, investors and creditors to government debtors. We are likely on the cusp of a new era of global financial repression, with important and far-reaching investment ramifications.
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Scott Mather Managing Director, Portfolio Manager
Mr. Mather is a managing director in the Newport Beach office and head of global portfolio management. Previously, he led portfolio management in Europe, managed euro and pan-European portfolios and worked closely with many Allianz-related companies. He also served as a managing director of Allianz Global Investors KAG. Prior to these roles, Mr. Mather co-headed PIMCO’s mortgage- and asset-backed securities team. Prior to joining PIMCO in 1998, he was a fixed income trader specializing in mortgagebacked securities at Goldman Sachs in New York. He has 16 years of
investment experience and holds a master’s degree in engineering, as well as undergraduate degrees, from the University of Pennsylvania.
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Fed Watch
A New Era of Global Financial Repression by Scott A. Mather
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Scott Mather Managing Director, Portfolio Manager
Mr. Mather is a managing director in the Newport Beach office and head of global portfolio management. Previously, he led portfolio management in Europe, managed euro and pan-European portfolios and worked closely with many Allianz-related companies. He also served as a managing director of Allianz Global Investors KAG. Prior to these roles, Mr. Mather co-headed PIMCO’s mortgage- and asset-backed securities team. Prior to joining PIMCO in 1998, he was a fixed income trader specializing in mortgagebacked securities at Goldman Sachs in New York. He has 16 years of
investment experience and holds a master’s degree in engineering, as well as undergraduate degrees, from the University of Pennsylvania.
About Analysts Online
You should not treat any opinion expressed by the Contributor’s as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of their opinion. All opinions expressed by Contributor’s are solely the Contributor’s opinions and do not reflect the opinions of AnalystsOnline.com or affiliates, and may have been previously disseminated by the Contributor’s on television, radio, internet or another medium. Contributor’s opinions are based upon information they considers reliable, but neither AnalystsOnline.com nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Contributor’s, AnalystsOnline.com, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided. Contributor’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Neither Contributor’s nor AnalystsOnline.com guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned. Before acting on information, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser. The content of this website is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law.