A Fixed Income Conversation with PIMCO’s Lotfi Karoui and UBS CIO’s Leslie Falconio

PIMCO Head of Multi-Asset Strategy Lotfi Karoui and UBS CIO Head of Taxable Fixed Income Strategy for the Americas Leslie Falconio discuss the current macro environment and the impact of elevated yields on fixed income returns and allocations. The conversation covers widening credit spreads, the impact of maturing U.S. corporate debt, AI-related bond supply, and other risk considerations. The conversation is moderated by Daniel Cassidy.