PIMCO Perspectives: When Geopolitics Becomes an Economic Input

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.