PIMCO Accrued Interest
von PIMCO
Neueste Folge
What Lies Beneath (your stock or bond index) with Liz Ann Sonders
What Lies Beneath (your stock or bond index) with Liz Ann Sonders
Über diesen Podcast
Welcome to Accrued Interest, PIMCO’s podcast for Financial Advisors. Join Greg Hall, Head of U.S. Global Wealth Management, as he dives into timely themes with special guests that will help shape your client conversations and investment ideas.
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Die neuesten 20 von 45 Folgen
- What Lies Beneath (your stock or bond index) with Liz Ann Sonders · 50 Min.AI has become one of the dominant forces shaping both equity and bond indices, creating concentrations and distortions that many investors may not fully appreciate. Host Greg…
- “Many Ways to Win”: Dan Ivascyn on Making the Most of Rate Volatility · 36 Min.With rising rates dominating the headlines, advisors are understandably concerned. PIMCO Group CIO Dan Ivascyn says the story isn’t the volatility — it’s the high starting…
- Edward Jones’ David Chubak on the Golden Age of Advice · 47 Min.What separates great advisors today? According to David Chubak, Head of Wealth Management and Field Management at Edward Jones, it's the same qualities that have always mattered…
- Practice Makes Perfect: Building a Well-Behaved Portfolio · 51 Min.Even the most experienced investors can fall prey to one of the 150+ behavioral biases researchers have documented. But Dr. Anastasia Buyalskaya, a behavioral finance advisor to…
- What’s Pushing Long-Term Bond Yields Higher? · 29 Min.A confluence of rising sovereign debt, surging AI-related corporate bond issuance, and inflation concerns has lifted 30-year yields in the U.S. and elsewhere to two-decade highs…
- A World of Opportunity · 39 Min.Global cycles have fallen out of sync, and the gaps between markets are widening. PIMCO CIO of Global Fixed Income Andrew Balls says that's the exact type of environment where…
- Old-Fashioned Bond Math for a New-Fashioned Fed · 31 Min.Under a Warsh-led Fed, with less explicit guidance and less implicit backstop, Marc Seidner and Pramol Dhawan tell host Greg Hall that bond math starts to matter again. Listen as…
- Lotfi Karoui on Private Credit and the AI CapEx Supercycle · 50 Min.From the pages of The Credit Market Lens to the Accrued Interest microphone, Lotfi Karoui joins host Greg Hall to explore why the focus on direct lending may be overshadowing the…
- A Crude Interest: Greg Sharenow on Structural Changes in the Commodity Complex · 40 Min.We didn't rename the podcast… we're just drilling into commodities this episode, and for good reason. Few asset classes sit at the center of so many disruptive forces right now…
- Dan Ivascyn: Secular Shifts, Tail Risks, and Portfolio Resilience · 1 Std. 6 Min.Fresh off publishing PIMCO’s Secular Outlook, “Rupture and Resilience,” Group CIO Dan Ivascyn joins Greg Hall to discuss the structural forces likely to shape markets over the…
- Commercial Real Estate Reset: Finding Value Across Debt and Equity · 51 Min.Commercial real estate is one of the few asset classes that went through a relatively recent recession and still offers attractive valuations, whether through lending or owning…
- Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran Conflict, and the ‘Stag vs the Flation’ · 46 Min.In a world shaped by big headlines, Richard Clarida and Libby Cantrill give advisors a grounded view of what really matters in Washington, the economy, and the markets. Together…
- PIMCO Perspectives: When Geopolitics Becomes an Economic Input · 37 Min.When geopolitics shift from isolated economic events to consistent economic inputs, advisors need a new playbook – one built on durability and flexibility. CIO of Non…
- The Four Pillars of Alpha in Asset-Based Finance · 50 Min.Private credit is much more than a direct lending story. It’s an asset-based finance one, too. And this other lane of private credit continues to be a solid source of…
- Municipal Bond Reset: Volatility, Selectivity and the Active Advantage · 49 Min.PIMCO’s Head of Municipal Bonds Dave Hammer wants taxable investors to pay attention to muni market opportunities in today’s market. With rates at attractive levels, continuing…
- “Zooming Out” with Ted Seides of Capital Allocators · 58 Min.Ted Seides — the founder and voice of Capital Allocators — joined Greg Hall on Accrued Interest to “zoom out” from the headlines and talk about larger trends and dynamic shifts…
- Practice Makes Perfect: Unlocking Tax Alpha in 2026 · 46 Min.In the midst of ongoing geopolitical uncertainty, we take a moment to turn our minds to a topic that affects us all and waits for nobody: taxes. To prepare you for 2026 and…
- Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui · 50 Min.Lately, private credit has attracted its share of grim headlines, but as Lotfi Karoui — PIMCO Managing Director, Multi Asset Credit Strategist and Co Head of Client Solutions and…
- From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty · 44 Min.What began as an uncertain year has only grown more unpredictable, with conflict in the Middle East and stress across credit rattling the broader markets. Christian Stracke…
- Expect the Unexpected with Pramol Dhawan · 38 Min.Stability, calm, and order are giving way to fragmentation, volatility, and surprise. In his most recent PIMCO Perspectives, co‑authored with Marc Seidner, Pramol Dhawan says…
