Shows
PIMCO Accrued InterestHolding Steady Amid Whipsawing Markets with Marc Seidner and Pramol DhawanIn this extra credit episode, PIMCO’s Marc Seidner and Pramol Dhawan sit with host Greg Hall for their Q3 PIMCO Perspectives discussion. They unpack the current market environment shaped by tariffs, a weaker US dollar, and fiscal challenges while spotlighting the value of global diversification and intermediate-duration bonds. Tune in for practical knowledge to help advisors build resilient portfolios and steer through market swings for their clients in the second half of 2025.
Part 1. Introduction
Part 2. The Global vs. U.S. Opportunity Set Today
Part 3. The Future of the Fed
Part 4. As...2025-07-2535 min
PIMCO PodLong View on the Fed: A Return to NeutralWe discuss how the Fed will likely return to neutral policy by 2026, with no major changes or firing of Chair Powell expected.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO o...2025-07-2411 min
PIMCO PodThe Economic Impact of U.S. Tariffs: Waiting, Watching, and PlanningWe discuss how U.S. tariffs are mostly hitting businesses, with smaller effects on consumers so far
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product o...2025-07-1810 min
PIMCO PodHolding Steady Amid Whipsawing MarketsWe discuss the outlook for the second half of 2025, which remains favorable for strategies emphasizing globaldiversification and risk mitigation.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...2025-07-1806 min
PIMCO Accrued InterestBent, not Broken: Uncovering Value in Commercial Real EstateJoin PIMCO's Russ Gannaway, Seray Incoglu and Gino Gabbianelli, alongside host Greg Hall, as they walk through the recent evolution of commercial real estate and where they see opportunity today. From sector selection to the balance of public and private strategies, they explore how advisors can help clients access durable income and long-term value amid ongoing economic uncertainty.
Part 1 – IntroductionsPart 2 – The Story of CRE, Post-GFC to Mid-2010sPart 3 – The Story of CRE, Mid-2010s through COVIDPart 4 – The Story of CRE TodayPart 5 – Is it a Good Time to Lend?2025-07-1752 min
Australian Investors PodcastWhy active fixed income may beat passive: Kanish Chugh (PIMCO)In this Australian Investors Podcast episode, your hosts Owen Rask and Kanish Chugh from PIMCO discuss part 1/2 on active income vs passive income:
– Why passive bond ETFs may underperform in volatile markets
– What active fixed income managers do differently
– How PIMCO builds its bond portfolios and manages risk
– Why Aussie investors are shifting towards active fixed income strategies
If you love learning about fixed income, bonds and investing strategies, subscribe to the Australian Investors Podcast on **Apple, Spotify, or YouTube!**
Follow us on Instagram and TikTok for more inv...2025-07-0935 min
PIMCO PodBalancing Act: Building Resilient Portfolios in a Changing LandscapeIn this episode of PIMCO Pod, we discuss how systematic equity strategies and disciplined diversification can help multi-asset portfolios thrive in unpredictable markets.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific P...2025-07-0115 min
PIMCO PodBend, Not Break: Investing in Real Estate Amid Economic UncertaintyIn this episode of PIMCO Pod, we explore why today’s uncertain environment means real estate investors may want to prioritize durable income—andstrategies that can perform even when markets are flat or faltering.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a fo...2025-06-2722 min
PIMCO PodDeveloped Market Public Debt: A Long Road AheadIn this episode of PIMCO Pod, we discuss public debt in developed countries and what it means for investors.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, s...2025-06-2609 min
PIMCO Accrued InterestMid-Year Check-In with Group CIO Dan IvascynThe “Fragmentation Era” is here (see our recent Secular Outlook piece), as trade barriers, geopolitics, and domestic fiscal dynamics lead global markets down increasingly divergent paths. Here to help us cut through the noise and find the signal, once again, is Dan Ivascyn, PIMCO’s Group CIO. Dan joined us at the start of the year, and we were thrilled to check in with him as we approach the midpoint of 2025. He provides a rundown of what’s changed—and what hasn’t—over the tumultuous intervening months, and shares his insights on where the economy, markets, and investment opportunities...2025-06-2450 min
PIMCO PodU.S. Policy Watch: From Trade to TaxesWe discuss how U.S. policymakers' focus is shifting from trade issues toward tax and spending plans, affecting the economy, inflation, and investment.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific...2025-06-2012 min
PIMCO PodPIMCO Secular Outlook - The Fragmentation EraIn this episode of PIMCO Pod, we discuss how with the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a f...2025-06-1022 min
PIMCO PodJapan: Rates and Risks Back on the Global StageIn this episode of PIMCO Pod, we discuss the factors driving recent volatility in Japan’s government bond markets.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, st...2025-06-0610 min
PIMCO PodThe U.S. Current Account: Trade and Fiscal Deficits Are Closely LinkedIn this episode of PIMCO Pod, we discuss how the U.S. trade deficit is linked to its fiscal deficit, and how lessons from history suggest it could be difficult to correct trade imbalances without fiscal reform as well.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and s...2025-05-2911 min
PIMCO Accrued InterestAsset-Based Finance: New Frontiers in Private CreditFrom residential credit and consumer lending, to aviation finance, equipment leasing, and music royalties, Asset-Based Finance ("ABF") covers a wide range of lending specialties. Investments in these areas can offer attractive income backed by hard assets, and help to diversify portfolios away from more crowded areas of the private credit landscape. Join PIMCO experts Kris Kraus and Christian Clayton, alongside host Greg Hall, to trace the development of private credit since the Global Financial Crisis and to learn how new frontiers in the space open up new possibilities for advisors and their clients.
Asset-based finance (ABF), with...2025-05-2344 min
PIMCO PodMoody’s Downgrade Underscores Tensions Over U.S. Debt OutlookIn this episode of PIMCO Pod, we discuss how the recent Moody’s downgrade underscores tension over the U.S. debt outlook.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or...2025-05-2213 min
PIMCO PodHow Does the Data Make You Feel?In this episode of PIMCO Pod, we discuss how emotions play a crucial role in investment decision-making by signaling risks, and why managing - not ignoring —these emotions leads to better financial choices.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a for...2025-05-1611 min
PIMCO PodThe Fed Is in a ‘Good Place’ – But for How Long?In this episode of PIMCO Pod, we discuss how Fed officials are remaining patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice...2025-05-1308 min
Equity Mates Investing PodcastUS market to hit all-time highs in 2026 - Tony Crescenzi | PIMCOTony Crescenzi is an Executive Vice President at PIMCO, a multi-trillion dollar fixed income investor. Joining us from New York, Tony shares with us: How Tony sees tariffs impacting markets How, despite the worries, he believes the US market will hit all-time highs next year Why we need to pay attention to the world's changing monetary order Where PIMCO sees opportunity in today's market How retail investors can access fixed income opportunities—------Thank you to PIMCO for sponsoring this episode and helping us keep all of our con...2025-05-0840 min
PIMCO PodA Tariff Winter Is Coming?In this episode of PIMCO Pod, we discuss how higher tariffs are likely to cause economic disruptions, affect consumer and business activity, and potentially lead to a challenging holiday season for the U.S. economy later this year.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information
provided in a podcast is at the sole responsibility of the listener. The
information included herein is not based on any particularized financial
situation, or need, and is not intended to be, and should...2025-05-0108 min
PIMCO Accrued InterestExtra Credit: PIMCO Perspectives with Marc Seidner and Pramol DhawanRapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. In this episode with the authors of PIMCO Perspectives on Trade Wars and the U.S. Dollar, we break down what these shifts mean for financial advisors and their portfolios, exploring the implications of evolving U.S. policies on client strategies.
KEY TOPICS & CHAPTER MARKERS
02:15 Current economic trends
10:30 Investment strategies in a changing environment
20:45 Managing risks and opportunities
30:00 Market Outlook
Read the ArticleTrade Wars and the U.S. DollarRapid U...2025-04-2935 min
PIMCO PodChallenges to Fed IndependenceIn this episode of PIMCO Pod, we discuss the outlook for Federal Reserve independence amid pressure from the Trump administration.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific...2025-04-2411 min
Monetary Matters with Jack FarleyTariffs Aren’t Going Away | PIMCO’s Policy Head Libby Cantrill on Trade and Tax Environment In New U.S. AdministrationLibby Cantrill, Managing Director and Head of Public Policy at PIMCO, joins Monetary Matters to explain her outlook on U.S. trade and tax policy. Cantrill argues that while Trump administration has flexibility in tariff negotiations and that the China tariffs are likely headed much lower (a prediction that already looks like it will come true), tariffs are not going away anytime soon and she views the 10% tariffs on the world as a floor, with reciprocal tariffs on top of that floor especially on China being elevated. Cantrill also shares her views on sectoral tariffs, the rumored “Mar-a-Lago Accord” (she...2025-04-2455 min
PIMCO PodHow Effectively Can the U.S. Economy Untether From China?We discuss the challenges and implicationsof the U.S. economy's efforts to reduce reliance on China amid evolving tradepolicies and tariffs.The discussion and content provided within this podcast is intended for informational purposesonly and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast...2025-04-1709 min
PIMCO PodPIMCO Perspectives - Trade Wars and the U.S. DollarWe discuss how rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.The discussion and content provided within this podcast is intended for informational purposesonly and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment...2025-04-1708 min
PIMCO PodOverall U.S. Tariff Level Still High Despite ExemptionsWe discuss how U.S. tariffs remain highdespite recent exemptions for certain products, as the Trump administrationremains committed to a broader trade policy agenda.The discussion and content provided within this podcast is intended for informational purposesonly and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed...2025-04-1711 min
PIMCO Accrued InterestMunicipal Bonds: Volatility Yields OpportunityRecorded on 10 April 2025Join David Hammer, Head of Municipal Bond Management, and Account Manager Antonese Robertson as they discuss the recent action-packed week for municipal investors. Despite speculation, they share their bullish outlook on the asset class and its tax-exempt status. Part 1: 00:11:57 - Current EnvironmentPart 2: 00:15:30 - Credit Quality, Policy implications & TaxesPart 3: 00:30:45 - Seeking Opportunity Amid VolatilityPart 4: 00:38:00 - Outlook on Municipal BondsFor additional information,please visit our Municipal Bonds...2025-04-1642 min
PIMCO PodNavigating Global Market TurbulenceIn this episode of PIMCO Pod, Group CIO Dan Ivascyn and Esteban Burbano, fixed income strategist, discuss the impact of U.S. tariffs on global markets, how we’re navigating the turbulence and why flexibility and a higher quality tilt are essential in this evolving environment.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial si...2025-04-1538 min
PIMCO PodThe U.S. Economy’s Trajectory Amid Higher TariffsWe discuss the economic effects of theTrump administration's aggressive tariffs, which could lead to U.S. stagflationand global contraction while complicating the Federal Reserve's policy path.The discussion and content provided within this podcast is intended for informational purposesonly and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not...2025-04-1116 min
PIMCO PodPresident Trump Blinks for Now, But Tariffs Remain HighWe discuss the significant implications for U.S. and global growth and inflation.The discussion and content provided within this podcast is intended for informational purposesonly and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specificPIMCO or other...2025-04-1107 min
PIMCO Accrued InterestExtra Credit: Market Update with Dan Ivascyn - PIMCO Group CIOStay updated with the latest insights from PIMCO’s Group CIO Dan Ivascyn, as he discusses the value of high-quality fixed income and navigating risks amid the current market turbulence The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, res...2025-04-1145 min
PIMCO Accrued InterestTracking Tariffs with Libby Cantrill & Tiffany WildingWith recent tariff announcements and the resulting market movements, maintaining a clear mindset can be incredibly difficult – yet it is crucial now more than ever. Join host Greg Hall with Libby Cantrill, head of U.S. Public Policy, and economist, Tiffany Wilding as they share insights on tariffs, future Fed policy and more.Part 1:Time stamp 00:21:55: {Tiffany speaking}U.S. growth in jeopardy Part 2:Time stamp 00:26:00: {Libby speaking}Are tariffs here to stay?Part 3:2025-04-1046 min
PIMCO PodTariff Turbulence: What to Watch, Including Possible ConstraintsWe discuss the Trump administration’scommitment to tariffs as a long-term strategy to rebalance trade policy.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific...2025-04-0811 min
Basis PointsMacro outlook, where to for rates & why now for bonds - Rob Mead | PIMCOToday we're joined by Rob Mead, Managing Director and co-Head of Asia-Pacific Portfolio Management at PIMCO.PIMCO is one of the world's largest investment managers, managing trillions of dollars in fixed-income securities for clients. So they are well placed to give us a sense of the economy and where that may lead markets and rates for the rest of 2025.Today we speak to Rob about:The state of the economy in both Australia and the USPIMCO's view on where rates will go from here in both Australia and the USWhy many advisers...2025-04-0734 minEquity Mates Investing Podcast3 more rate cuts in 2025? - Sam Watkins | PIMCO3 more rate cuts in 2025? That is the house view of PIMCO, one of the world's largest fixed-income managers.PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4 listed Active ETFs.In today's episode we speak to Sam Watkins, head of PIMCO Australia and New Zealand, about his view on the fixed income markets and how these Active ETFs can play a role in investors portfolios.In our conversation we cover:2025-04-0328 min
Australian Retirement PodcastPIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond InvestorsIn this Australian Retirement Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:
Why now could be a generational opportunity for bond investors
Mark’s outlook on inflation, interest rates and the global economy
PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
What airlines and housing trends are saying about the next economic slowdown
If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, or YouTub...2025-04-0339 minAustralian Investors PodcastPIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond InvestorsIn this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:
Why now could be a generational opportunity for bond investors
Mark’s outlook on inflation, interest rates and the global economy
PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
What airlines and housing trends are saying about the next economic slowdown
If you love learning about bond investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instag...2025-04-0237 min
PIMCO PodPIMCO Cyclical Outlook - Seeking StabilityWe discuss a time of sweeping geopolitical change and clear challenges for riskier assets, where bond markets offer a source of stability.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for...2025-04-0120 min
PIMCO PodTrade Policy and the U.S. Economy in 2025We look at the impact of the Trump administration's trade policy, especially tariffs, and how this could affect U.S. economic growth and inflation in 2025.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or...2025-03-2810 min
PIMCO PodThe Challenges of Currency InterventionWe explore the challenges facing possibleU.S. efforts to intervene in currency markets. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...2025-03-2112 minAustralian Retirement PodcastBuilding Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish ChughIntroductionIn this Australian Retirement Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss:
The role of fixed income in a portfolio
How ETFs provide professional-grade access to bonds
PIMCO’s new range of fixed income ETFs
Why now might be the right time to allocate more to bonds
This is a sponsored episodeIf you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!...2025-03-2050 minAustralian Investors PodcastBuilding Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish ChughIntroductionIn this Australian Investors Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss:
The role of fixed income in a portfolio
How ETFs provide professional-grade access to bonds
PIMCO’s new range of fixed income ETFs
Why now might be the right time to allocate more to bonds
This is a sponsored episodeIf you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!...2025-03-1949 min
PIMCO Accrued InterestMoving Cash from Defense to Offense with Jerome SchneiderGiven the uncertain outlook for risk assets and the economy, saving has effectively become “investing” for many. Now, more than ever, it’s important to be intentional in how you allocate cash. By tiering liquidity, advisors and their clients can seek to balance short-duration allocations across different timelines and needs - and make cash work harder in their portfolios. In this episode, Jerome Schneider, PIMCO’s Head of Short-Term Strategies, and Chad Van Dyk, Account Manager, sit down with host Greg Hall, Head of U.S. Global Wealth Management, to discuss all things short term and the right tail...2025-03-1539 min
PIMCO PodVegetables vs. Dessert Under Trump 2.0: Assessing the Economic Impact of Policy DecisionsWe discuss how the outlook for modest fiscal reforms and increased defense spending are unlikely to significantly boost European economic growth.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any...2025-03-1313 min
PIMCO PodHope and Hype on German and EU Fiscal ReformsWe discuss how the outlook for modest fiscal reforms and increased defense spending are unlikely to significantly boost European economic growth.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or...2025-03-0507 min
PIMCO Accrued InterestExtra Credit: PIMCO Perspectives with Marc Seidner and Pramol DhawanAn extra credit exclusive with the authors of PIMCO Perspectives on Where to Look When Equities Are Priced for Exceptionalism. Lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification. We breakdown what this means for financial advisors and their portfolios.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or...2025-02-2721 min
PIMCO Accrued InterestWatching the Fed Watching Tariffs and InflationDr. Richard Clarida, who served as vice chair of the Federal Reserve during President Trump’s first term, gained firsthand insight into trade, tariffs and geopolitical tensions. Now a global economic advisor at PIMCO, he joins host Greg Hall and account manager Cory McNamara to discuss what's ahead for the Fed and how advisors can manage portfolios in uncertain times.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. Th...2025-02-2138 min
PIMCO PodReciprocal Tariffs: The Trump Administration’s New Trade StrategyWe discuss the Trump administration's plan to scrutinize foreign trading practices and potentially impose reciprocal tariffs to tackle the U.S. trade deficit.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation...2025-02-2111 min
PIMCO PodPIMCO Perspectives - Where to Look When Equities Are Priced for ExceptionalismWe discuss how lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...2025-02-2105 min
PIMCO PodU.S. Labor Market Faces Tighter Immigration PolicyWe discuss the potential slowdowns in the U.S. labor market and economic growth due to tightened immigration policies, despite previous boosts from immigrant workers.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or...2025-02-1409 min
PIMCO PodThe Tariff Tug-of-War: Balancing Economic Growth and Trade RelationsWe explore the delicate balance between protectionism and global cooperation.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance...2025-02-1208 min
PIMCO PodWhat U.S. Tariff Announcements Could Mean for the EconomyWe discuss the potential economic implications of recent U.S. tariff announcements under the Trump administration.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...2025-02-0818 min
PIMCO PodThe Behavioral Lens: Best Practices for Decision-Making Under UncertaintyWe discuss behavioral insights to help enhance investors' decision-making processes.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance...2025-01-3011 min
PIMCO Accrued InterestInvesting in the Year Ahead: A Conversation with Dan IvascynPIMCO Group CIO Dan Ivascyn joins host Greg Hall to discuss markets and the evolving investment landscape for 2025. As advisors guide their clients through shifting rate outlooks, record high equity markets, and the early days of the new administration, Dan shares lessons learned over his three decades in active investment management.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any...2025-01-2848 min
PIMCO PodThe 5 D’s of Trump’s Second Administration: Key Economic ThemesWe discuss the high-level outlook for U.S. policy in 2025 along with macroeconomic implications.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product...2025-01-2313 min
The Tao of Chao PodcastPIMCO Strategist on Global Financial Markets, Interest Rates & Fed Policy w/ Anthony Crescenzi | Tao of Chao 26What's ahead for the global economy and financial markets in 2025? Let's look back at past financial policy decisions and data for indicators.Anthony Crescenzi, Executive Vice President and Market Strategist at PIMCO, shares his expert analysis of what's ahead in 2025. In this wide-ranging conversation recorded at the 2024 Spark Forum (on the eve of President Donald Trump's reelection), Crescenzi discusses the Federal Reserve's approach to price stability and interest rates, America's industrial renaissance, and the future of U.S. monetary policy.Key topics covered:- Federal Reserve's 2% inflation target and the true meaning of...2025-01-1652 min
PIMCO PodPIMCO Cyclical Outlook - Uncertainty Is CertainWe discuss how amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO...2025-01-1422 min
PIMCO PodTariffs, the Dollar, and the Fed: Crucial Decisions in 2025We discuss how Federal Reserve policy decisions and related currency moves are crucial to the impact and effectiveness of tariffs.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other...2025-01-1010 min
PIMCO PodWill We See Bold Policy Choices in the U.S.?We explore President-elect Donald Trump's possible policies and how they could affect U.S. stock markets and the economy.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...2024-12-1910 min
PIMCO PodFrom Cash to Bonds: A Strategic Shift in Post-Pandemic InvestingWe discuss how, as cash yields dwindle, the case for fixed income becomes increasingly compelling.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service...2024-12-1807 min
PIMCO Accrued InterestPractice Makes Perfect: Planning for 2025Head of Advisor Education John Nersesian and Account Manager Mary Hoppe explore the evolution of financial advice, offering strategies to elevate your practice. From tax planning and charitable giving to portfolio rebalancing, they share essential insights to prepare for the year ahead.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended...2024-12-1331 min
PIMCO PodAlternatives Investment Outlook - Private Credit: Asset-Based Finance Shines as Lending Landscape EvolvesWe discuss how the transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific...2024-12-1317 min
PIMCO PodGlobal Inflation: Is the Tide Turning?We discuss long-term inflation trends, and the outlook for a potentially more volatile path ahead.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy...2024-12-1109 min
PIMCO PodPIMCO Perspectives - Thoughts From the Bond VigilantesWe discuss concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment...2024-12-1008 min
SB TalksMeet the Investor Series: Kyle McCarthy, PIMCOIn this episode of Meet the Investor, we’re joined by Kyle McCarthy, Executive Vice President and Private Credit Strategist at PIMCO, the world’s largest fixed-income manager with over $2 trillion in assets under management. Kyle takes us into the world of asset-based lending, a growing segment within private credit, where PIMCO has deployed over $190 billion in the last decade. Kyle breaks downs the diverse components of asset-based lending, including consumer finance areas like auto loans, credit cards, and student loans, as well as non-consumer categories such as aviation finance, equipment leasing, and even royalties from music and...2024-12-0424 minSB TalksMeet the Investor Series: Kyle McCarthy, PIMCOIn this episode of Meet the Investor, we’re joined by Kyle McCarthy, Executive Vice President and Private Credit Strategist at PIMCO, the world’s largest fixed-income manager with over $2 trillion in assets under management. Kyle takes us into the world of asset-based lending, a growing segment within private credit, where PIMCO has deployed over $190 billion in the last decade. Kyle breaks downs the diverse components of asset-based lending, including consumer finance areas like auto loans, credit cards, and student loans, as well as non-consumer categories such as aviation finance, equipment leasing, and even royalties from music and...2024-12-0424 min
PIMCO PodU.S. Debt Dilemma: Politics and EconomicsWe discuss the challenges of the U.S. deficit and debt as President-elect Donald Trump prepares to take office with a Republican Congress.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific...2024-11-2910 min
PIMCO Accrued InterestPolitics & PortfoliosThere’s never a dull moment when it comes to politics and the markets. Join our Head of Public Policy, Libby Cantrill, and Account Manager, Andy Maloney, as they cut through the post-election noise and discuss portfolio opportunities with host, and Head of U.S. Global Wealth Management, Greg Hall.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized fi...2024-11-2334 min
PIMCO PodFed 2025 Outlook: Hikes Still UnlikelyWe discuss the Federal Reserve's monetary policy outlook through 2025, emphasizing a return to a more normal economic environment that should allow for further rate cuts despite potential tariff increases under President-elect Donald Trump.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a...2024-11-2109 min
PIMCO PodNegative Correlations, Positive AllocationsWe discuss how the inverse correlation between bonds and stocks has returned, broadening the potential for risk-adjusted returns in multi-asset portfolios.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or...2024-11-2018 min
PIMCO PodEconomic Changes That U.S. Voters Want to SeeWe delve into the economic risks, benefits, and uncertainties that have emerged in the wake of the recent election.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security...2024-11-1507 min
PIMCO PodTrump’s Second Act: What to Expect 2025 and BeyondWe discuss how even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his agenda.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, re...2024-11-1208 min
PIMCO PodKey Policy Questions Likely to Linger After the ElectionWe discuss policy uncertainties that could shape the U.S. economy.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not...2024-11-0608 min
PIMCO PodMixed Signals: Assessing How Markets Might Respond to the U.S. ElectionWe discuss the uncertainty surrounding the direction and magnitude of possible market reactions to the U.S. election.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy...2024-10-3108 min
PIMCO Accrued InterestAhead of the CurveThe Fed has started cutting rates. Greg Hall, Head of U.S. Global Wealth Management, Marc Seidner, CIO Non-Traditional Strategies, and Emily McGrath, PIMCO Account Manager, discuss what that may mean for fixed income portfolios and how PIMCO is staying ahead of the curve.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is n...2024-10-2129 min
PIMCO PodPIMCO Cyclical Outlook - Securing the Soft LandingIn this episode, we discuss the fixed income outlook which remains strong, as the U.S. Federal Reserve joins other central banks in cutting interest rates. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation...2024-10-1127 min
PIMCO PodStarting With a Bang: Fed Cuts PolicyIn this episode of PIMCO Pod, we discuss how the Fed is likely on a path to continue to cut rates over the next several meetings to realign monetary policy with a now more “normal” U.S. economy. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not...2024-09-2007 min
Odd LotsPimco CIO Dan Ivascyn on the Biggest Fed Decision in YearsIt’s Fed Day, and while everyone expects the central bank to cut benchmark interest rates, the key question is by how much? Will it be 25 basis points or 50? Investors are evenly split between the two possibilities, setting up one of the most uncertain meetings ever. So what does a big bond manager do on a day like this? In this episode, we speak with Dan Ivascyn, Group CIO at Pimco, where he manages the $158 billion Pimco Income Fund. He tells us what he’s expecting from the FOMC, and what he’s seeing in terms of financial conditions and th...2024-09-1846 min
PIMCO PodPIMCO Perspectives - Cuts and ConsequencesIn this episode of PIMCO Pod, we explore how balanced risks to inflation and employment indicate it’s time for the Fed to normalize interest rates, enhancing a positive backdrop for bonds. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, re...2024-09-1407 min
Revamping RetirementEpisode 67: PIMCO DC Consultant StudyFor 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CAPTRUST. The respondents this year represent 15,000 U.S. retirement plans and almost $9 trillion in assets. In this episode of Revamping Retirement, your hosts Matt Patrick and Peter Ruffel welcome PIMCO’s Vidur Mehra and Joseph Szalay to find out what’s trending, what’...2024-09-1047 min
Counting CapitalPIMCO with Managing Director and Portfolio Manager John MurrayOn this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by John Murray, Managing Director and Portfolio Manager at PIMCO, to discuss his career trajectory and insights into PIMCO's real estate investment strategies. Mr. Murray shares the keys to his professional success and delves into PIMCO's methodologies surrounding allocation of a real estate investment portfolio. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at: https://www.buchananstreet.com/ Buchanan Street Partners: Capital You Ca...2024-08-2853 min
PIMCO PodPowell on Fed Policy Moves: The Time Has ComeIn this episode of PIMCO Pod, we explore Fed Chair Powell’s annual Jackson Hole speech, where he assessed the post-pandemic U.S. economy and suggested rate cuts are coming soon. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, inv...2024-08-2704 min
PIMCO PodPIMCO Perspectives - Summer of DispersionIn this episode of PIMCO Pod, we explore the dispersion playing out across monetary policy and financial markets.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or...2024-08-0907 min
PIMCO PodPIMCO Real Estate Outlook - Facing the Music: Challenges and Opportunities in Today’s Commercial Real Estate MarketIn this episode of PIMCO Pod, we discuss findings from the firm’s second annual Global Real Estate Investment Forum, including secular trends across regions and sectors.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a re...2024-07-2414 min
PIMCO PodMajor Shakeup in U.S. Election Diminishes Odds of a Republican SweepIn this episode of PIMCO Pod, we discuss how the likelihood of Vice President Kamala Harris becoming the Democratic nominee has shifted the race for the White House and improved congressional Democratic prospects.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be...2024-07-2310 min
PIMCO PodPIMCO Perspectives - The Cost of Cash: A $6 Trillion QuestionIn this episode of PIMCO Pod, we share how the return of elevated bond yields comes at an opportune time to consider shifting out of cash. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation f...2024-07-0108 min
PIMCO PodPIMCO Secular Outlook - Yield AdvantageIn this episode of PIMCO Pod, we explore how economic forces have produced a generational reset higher in bond yields - and a compelling outlook for fixed income.The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or...2024-06-2727 min
Weighing The RisksJason Duko of PIMCO - Global Credit: High Yields or High Risk?This week on Weighing the Risks we will take a closer look at the Corporate Bond market and how tight credit spreads are, relative to long term averages. We consider what these risks might mean not only for the bond market, but for the economy and stock market overall. Learn more at orion.com.Key Takeaways[02:00] - Jason’s professional background and what he focuses on, specifically, at PIMCO.[03:30] - What were the key takeaways from PIMCO’s Cyclical and Secular Outlook Summit and how might these impact the global credit markets? Will defaults continue to tick...2024-04-0436 min
What We Learned in the MarketsWMWM March 2024 Webinar: Capital Market Outlook and Fixed Income Update with Paul Eck of PIMCORecorded on March 18th 2024 Join Whitaker-Myers Wealth Managers Chief Investment Officer John-Mark Young and External Advisor Consultant Paul Eck of PIMCO as they discuss PIMCO’s current market outlook and the dive into the state of the fixed income markets in the US and abroad. Investing in the bond market is subject to risk, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than th...2024-03-2353 min
Facts vs Feelings with Ryan Detrick & Sonu VargheseElection Special with Libby Cantrill of PIMCO (Ep. 75)As the race to the White House heats up, experts from the financial sector weigh in on the high-stakes implications of the upcoming presidential election.Today on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the upcoming presidential election's potential effects on financial markets with Libby Cantrill, Head of Public Policy at PIMCO. They dissect the political landscape's influence on the markets and discuss Joe Biden's likelihood of remaining the Democratic nominee, comparing the current political climate to historical elections. Their conversation also covers...2024-03-0647 min
Money Maze PodcastPIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income ManagerWith a successful career incorporating 18 years at Goldman Sachs, and then CEO of the Man Group, Emmanuel explains today’s landscape for investors across the fixed income universe.
He explains PIMCO’s mission and reach. He discusses how the world is awash with cash and short-term maturities, creating opportunities with interest rates having adjusted upwards.
He feels there is a tidal wave of liquidity, underpinning an optimistic view of the possible investments which exist; from credit, both public and private, through to emerging market local FX debt.
He explains why alpha is very identifiable and...2024-02-1555 min
Fiftyfaces Focus - IntersectionsEpisode 197: Libby Cantrill of PIMCO: The intersection of Policy, Politics, Performance and ProfessionalismLibby Cantrill is a managing director in PIMCO’s portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve Chair Ben Bernanke. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley.Our conversation starts with her early interests in policy and politics, and ho...2024-01-0338 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsFinding Opportunities in the Global Bond Market with PIMCO's Tina AdatiaOur expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals.
#globalbondmarket #bonds #pimco #fixedincome #expatlife #expats #investing #investingtips #movingabroad2023-09-1237 min
The Fiftyfaces PodcastLibby Cantrill of PIMCO: The Intersection of Policy, Politics, Performance and ProfessionalismLibby Cantrill is a managing director in PIMCO's portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve Chair Ben Bernanke. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. Our conversation starts with her early interests in policy and politics, and how the seeds were sown...2023-05-0938 min
Forward GuidancePIMCO’s Cash King On Liquidity, Repo, Debt Ceiling, And Yield Curve Inversion | Jerome SchneiderJerome Schneider, managing director at PIMCO, is a maestro of short-term funding markets. He oversees PIMCO’s >$300 Billion pool of short-term liquidity for investors (the asset side) and also devises strategies to efficiently and robustly fund PIMCO’s longer-term investments (the liability side). Schneider gives in-depth insight on how key indicators in the short-term funding world have changed during and after the March 2023 banking crisis, such as liquidity, repo, and the shape of yield curve. Filmed the afternoon of Monday, April 17th, 2023.To learn more about PIMCO, go to http://pimco.com/Follow Jack Farley on T...2023-04-181h 02
Top Traders UnpluggedTTU138: Need for Speed in Trendfollowing ft. Matt Dorsten, Portfolio Manager at PIMCOToday, we are joined by Matt Dorsten, Portfolio Manager within the Quantitative Strategies group at PIMCO, for a conversation how they manage 60 billion dollars through different quant strategies, of which app. $5bn is in Trend Following. We discuss their process of constructing portfolios using a defensive approach and how they manage to simultaneously maintain a high Sharpe, keep a balance between long and short trades and how they use tail "hedging" in their design of the strategy. We also discuss why they believe having a broad universe of markets is key and why they see a big potential in...2023-03-131h 02
The Green DreamTaking over a million cars off the road – ESG Global Bonds with PIMCO’s Tina AdatiaPIMCO (Pacific Investment Management Company, LLC) is one of the largest fund managers in the world, managing more than $2 trillion (USD) in assets for investors and focusing on active fixed income management. In this interview I discuss PIMCO’s ESG Global Bond fund with Tina Adatia, executive vice president and product strategist in PIMCO’s London office. Previously, Tina was an account manager focusing on the Middle East and North Africa region. She joined PIMCO in 2004, has 17 years of investment experience and holds an undergraduate degree in economics and actuarial science from the University of Southampton. The...2022-06-2731 min