Curated items for this scope are still being collected. Below are the latest related updates; items meeting the curation criteria will be marked separately.
PIMCO Group CIO Dan Ivascyn noted in a podcast that the core focus of the current bond market is not interest rate volatility itself, but rather starting yields that are near 25-year highs, which are expected to deliver long-term returns across a range of economic scenarios. He stated that capturing current yields requires reliance on high-quality fixed income, globally diversified allocation, and appropriate duration to lock in long-term returns, while maintaining patience and discipline throughout the process. This podcast is intended for investment advisors and is for informational purposes only.
UBS On-Air Market Moves presents a Fixed Income Conversation featuring Mike Cudzil, Managing Director and Generalist Portfolio Manager at PIMCO, and Leslie Falconio, Head of Americas Taxable Fixed Income Strategy at UBS Chief Investment Office. Recorded at PIMCO's studio in Newport Beach, California, the discussion explores the current interest rate environment, monetary policy trajectory, bond issuance implications, and the broader fixed income landscape, hosted by Daniel Cassidy.
David Chubak, Head of Wealth Management and Field Management at Edward Jones, joins an interview to explore industry dynamics in the golden age of advisory. He argues that even in the era of AI and information overload, the core value of a quality advisor remains trust, client relationships, and deep client understanding. The interview also draws on behavioral finance and personal experience to share frameworks for building strong client relationships.
PIMCO launches a behavioral finance-themed podcast featuring behavioral finance advisor Dr. Anastasia Buyalskaya, Senior Consultant Education Advisor Devin Ekeberg, and Greg Hall. The podcast explores common behavioral biases in investment decision-making, how advisors can guide clients to remain rational, and the impact of AI on investment decisions. The content is for informational purposes only and does not constitute investment advice.
On the PIMCO podcast, Marc Seidner and Pramol Dhawan discuss the drivers behind rising long-term bond yields. Rising sovereign debt, a surge in AI-related corporate bond issuance, and inflation concerns have collectively pushed 30-year yields in the U.S. and elsewhere to two-decade highs. The episode also covers global term premiums, U.S. Treasury responses, AI bond issuance 'indigestion,' differences between 30-year and 10-year Treasuries, mixed data, and Jackson Hole.
On the PIMCO podcast A World of Opportunity, Andrew Balls, PIMCO's Chief Investment Officer for Global Fixed Income, explores the value of active fixed income in a globally desynchronized cycle. The episode covers opportunities across different market yield curves, the role of fixed income in diversification and alpha generation, and how country-specific developments—from AI dominance in the U.S. and China to Germany's defense spending—are influencing global bonds.
On the PIMCO Accrued Interest podcast, Lotfi Karoui joins host Greg Hall to discuss topics related to private credit and the AI capital expenditure supercycle. The two note that current market focus on direct lending may overshadow future structural themes in credit markets, analyze cyclical pressures facing business development companies, mention that the AI capital expenditure supercycle, global energy reshoring, and a rebound in defense spending may test the market’s ability to absorb new issuances, and advise advisors to consider the diversification value of allocations to bonds and emerging markets.
Greg Sharenow, Head of Commodity Portfolio Management at PIMCO, joins the podcast to discuss structural shifts in commodities. He analyzes how factors such as the Iran conflict, AI infrastructure buildout, and manufacturing reshoring are affecting energy supply-demand balances, and explores the role of commodities in portfolio construction. This podcast is for informational purposes only and does not constitute investment advice.
PIMCO Group CIO Dan Ivascyn joins Greg Hall to discuss PIMCO's latest Secular Outlook, Rupture and Resilience, and the structural forces shaping markets over the next five years.
Seray Incoglu, Global Head of Real Estate Credit at PIMCO, and Matt Tuten, Head of Commercial Mortgage-Backed Securities, join the podcast to assess the current state of commercial real estate. The discussion covers the resilience of multifamily and industrial properties, continued dislocation in office real estate, the impact of AI on office demand, and the relative value between public and private real estate markets.
PIMCO launches the Accrued Interest podcast, featuring former Fed Vice Chair and PIMCO Global Economic Advisor Richard Clarida alongside PIMCO Head of Public Policy Libby Cantrill. They discuss the direction of the Federal Reserve under Kevin Warsh, the conflict in the Middle East, the political implications of inflation and tariffs, the impact of the 2026 midterm elections, and the possibility of stagflation. This podcast is for informational purposes only and does not constitute investment advice.
PIMCO's podcast, When Geopolitics Becomes an Economic Input, features Marc Seidner, CIO of Non-Traditional Strategies, and Pramol Dhawan, Head of Emerging Markets, in conversation with Greg Hall. They discuss how geopolitical uncertainty is being priced into markets, the possibility of stagflation, the yield comparison between bonds and AI stocks, and why active management is well-suited for the current environment. For informational purposes only and not investment advice.
