PIMCO Accrued Interest https://www.pimco.com/us/en en PIMCO 2024 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. https://megaphone.imgix.net/podcasts/cb8b7f5a-8d9b-11ef-9bd4-f3ed1b6cc2a5/image/e6510f301b3c88ec024110624b90cdf1.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress PIMCO Accrued Interest https://www.pimco.com/us/en no episodic PIMCO 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. 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.

]]> PIMCO podcasts@pimco.com Municipal Bond Reset: Volatility, Selectivity and the Active Advantage 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 strong credit quality, and seasonal factors affecting bond prices, he is excited about what’s ahead for investors. He discusses the broadening menu of municipal investing, which includes more and more privately-arranged debt in bespoke situations, as well as how thorough credit research and patient sector allocation drive results over the long term. In a world characterized by macro and geopolitical volatility, the muni markets offer a more local solution for investors looking to compound on a tax-efficient basis.” Show notes: (4:59) How recent events have impacted the muni market (10:49) Why today is a good entry point (16:27) Which sectors have become more or less attractive (22:23) The divergence in outcomes between different projects (25:49) Bank retrenchment and the muni market (29:18) How the team stays ahead (41:10) Where AI meets the muni market Check out our related episodes: Apple: Practice Makes Perfect: Unlocking Tax Alpha in 2026 Spotify Practice Makes Perfect: Unlocking Tax Alpha in 2026 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures. Tue, 21 Apr 2026 19:00:00 -0000 Municipal Bond Reset: Volatility, Selectivity and the Active Advantage full PIMCO 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 strong credit quality, and seasonal factors affecting bond prices, he is excited about what’s ahead for investors.  He discusses the broadening menu of municipal investing, which includes more and more privately-arranged debt in bespoke situations,  as well as how thorough credit research and patient sector allocation drive results over the long term.  In a world characterized by macro and geopolitical volatility, the muni markets offer a more local solution for investors looking to compound on a tax-efficient basis.” 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 strong credit quality, and seasonal factors affecting bond prices, he is excited about what’s ahead for investors. He discusses the broadening menu of municipal investing, which includes more and more privately-arranged debt in bespoke situations, as well as how thorough credit research and patient sector allocation drive results over the long term. In a world characterized by macro and geopolitical volatility, the muni markets offer a more local solution for investors looking to compound on a tax-efficient basis.” Show notes: (4:59) How recent events have impacted the muni market (10:49) Why today is a good entry point (16:27) Which sectors have become more or less attractive (22:23) The divergence in outcomes between different projects (25:49) Bank retrenchment and the muni market (29:18) How the team stays ahead (41:10) Where AI meets the muni market Check out our related episodes: Apple: Practice Makes Perfect: Unlocking Tax Alpha in 2026 Spotify Practice Makes Perfect: Unlocking Tax Alpha in 2026 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures. 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 strong credit quality, and seasonal factors affecting bond prices, he is excited about what’s ahead for investors. He discusses the broadening menu of municipal investing, which includes more and more privately-arranged debt in bespoke situations, as well as how thorough credit research and patient sector allocation drive results over the long term. In a world characterized by macro and geopolitical volatility, the muni markets offer a more local solution for investors looking to compound on a tax-efficient basis.”

Show notes:

(4:59) How recent events have impacted the muni market

(10:49) Why today is a good entry point

(16:27) Which sectors have become more or less attractive

(22:23) The divergence in outcomes between different projects

(25:49) Bank retrenchment and the muni market

(29:18) How the team stays ahead

(41:10) Where AI meets the muni market

Check out our related episodes:

Apple: Practice Makes Perfect: Unlocking Tax Alpha in 2026

Spotify Practice Makes Perfect: Unlocking Tax Alpha in 2026

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures.

]]> 2914 no “Zooming Out” with Ted Seides of Capital Allocators 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 he thinks will influence investing for the next decade. The conversation had no script, ranging from equity index composition, to structural changes in private equity, to the ongoing tribulations of the direct lending market. It’s a great chat with a fascinating market observer, and a good opportunity to step away from the newsfeed and think big picture. Show notes: [1:50] From the Yale Endowment to Capital Allocators [10:10] What Makes Great Investors Great [18:51] Public Equity vs Private Equity [22:03] The Slowdown in Exit Activity [38:13] What’s Going on in Private Credit [47:19] How Feedback Loops Impact Investor Temperament Related Episodes: Apple: Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets Spotify: Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures. Tue, 14 Apr 2026 05:00:00 -0000 “Zooming Out” with Ted Seides of Capital Allocators full PIMCO 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 he thinks will influence investing for the next decade. The conversation had no script, ranging from equity index composition, to structural changes in private equity, to the ongoing tribulations of the direct lending market. It’s a great chat with a fascinating market observer, and a good opportunity to step away from the newsfeed and think big picture. 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 he thinks will influence investing for the next decade. The conversation had no script, ranging from equity index composition, to structural changes in private equity, to the ongoing tribulations of the direct lending market. It’s a great chat with a fascinating market observer, and a good opportunity to step away from the newsfeed and think big picture. Show notes: [1:50] From the Yale Endowment to Capital Allocators [10:10] What Makes Great Investors Great [18:51] Public Equity vs Private Equity [22:03] The Slowdown in Exit Activity [38:13] What’s Going on in Private Credit [47:19] How Feedback Loops Impact Investor Temperament Related Episodes: Apple: Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets Spotify: Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures. 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 he thinks will influence investing for the next decade. The conversation had no script, ranging from equity index composition, to structural changes in private equity, to the ongoing tribulations of the direct lending market. It’s a great chat with a fascinating market observer, and a good opportunity to step away from the newsfeed and think big picture.

Show notes: [1:50] From the Yale Endowment to Capital Allocators [10:10] What Makes Great Investors Great [18:51] Public Equity vs Private Equity [22:03] The Slowdown in Exit Activity [38:13] What’s Going on in Private Credit [47:19] How Feedback Loops Impact Investor Temperament

Related Episodes:

Apple:

Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui

Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets

Spotify:

Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui

Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures.


]]> 3478 no Practice Makes Perfect: Unlocking Tax Alpha in 2026 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 beyond, Devin Ekberg joins Greg Hall to discuss tax changes from the One Big Beautiful Bill Act and potential pitfalls to avoid. Between deep dives on SALT deduction phaseouts and the potential stackable tax benefits of muni and real estate investments, Devin finds a way to compare tax planning to Van Halen and Brown M&Ms. Show notes: (4:43) Tax changes from theOne Big Beautiful Bill Act (7:19) What mistakes to avoid from the new tax rules  (15:22) Basics of the new Trump Accounts  (19:51) Tax planning and the active vs passive debate  (29:04) How advisors are using munis in portfolios  (34:36) Where does real estate fit in tax planning 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 31 Mar 2026 17:11:00 -0000 Practice Makes Perfect: Unlocking Tax Alpha in 2026 full PIMCO 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 beyond, Devin Ekberg joins Greg Hall to discuss tax changes from the One Big Beautiful Bill Act and potential pitfalls to avoid. Between deep dives on SALT deduction phaseouts and the potential stackable tax benefits of muni and real estate investments, Devin finds a way to compare tax planning to Van Halen and Brown M&Ms. 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 beyond, Devin Ekberg joins Greg Hall to discuss tax changes from the One Big Beautiful Bill Act and potential pitfalls to avoid. Between deep dives on SALT deduction phaseouts and the potential stackable tax benefits of muni and real estate investments, Devin finds a way to compare tax planning to Van Halen and Brown M&Ms. Show notes: (4:43) Tax changes from theOne Big Beautiful Bill Act (7:19) What mistakes to avoid from the new tax rules  (15:22) Basics of the new Trump Accounts  (19:51) Tax planning and the active vs passive debate  (29:04) How advisors are using munis in portfolios  (34:36) Where does real estate fit in tax planning 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures 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 beyond, Devin Ekberg joins Greg Hall to discuss tax changes from the One Big Beautiful Bill Act and potential pitfalls to avoid. Between deep dives on SALT deduction phaseouts and the potential stackable tax benefits of muni and real estate investments, Devin finds a way to compare tax planning to Van Halen and Brown M&Ms.

Show notes:

(4:43) Tax changes from theOne Big Beautiful Bill Act

(7:19) What mistakes to avoid from the new tax rules

 (15:22) Basics of the new Trump Accounts

 (19:51) Tax planning and the active vs passive debate

 (29:04) How advisors are using munis in portfolios

 (34:36) Where does real estate fit in tax planning

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2778 no Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui 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 Analytics — points out, many recent developments in the space should be seen as expected features of a cyclical credit market. In his debut appearance on Accrued Interest, Lotfi and host Greg Hall dig into the private credit story: from direct lending’s emergence after the Great Financial Crisis, to its explosive growth post-COVID, and what we can expect in the future as investor expectations realign to actual opportunities and risks. They also explore diversification options within the private credit landscape, including asset-based finance (ABF) and real estate. Join us in welcoming Lotfi to PIMCO and Accrued Interest. Show notes: (3:50) The emergence of direct lending after the Great Financial Crisis (7:26) The explosive growth of direct lending post-COVID (15:29) Why are we seeing headlines about private credit? (18:50) The spectrum of credit markets (28:16) Private credit’s other lanes (34:52) Where are we on the asset-based finance journey? (38:50) Systemic vs. cyclical risks in private credit (46:10) What are senior secured loans? If you enjoyed the episode, explore more of our resources below: Private Credit’s Other Lanes Still Offer Value Related Episodes: Apple: • Asset-Based Finance: New Frontiers in Private Credit • Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets Spotify: • Asset-Based Finance: New Frontiers in Private Credit • Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 17 Mar 2026 16:38:00 -0000 Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui full PIMCO 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 Analytics — points out, many recent developments in the space should be seen as expected features of a cyclical credit market. In his debut appearance on Accrued Interest, Lotfi and host Greg Hall dig into the private credit story: from direct lending’s emergence after the Great Financial Crisis, to its explosive growth post-COVID, and what we can expect in the future as investor expectations realign to actual opportunities and risks. They also explore diversification options within the private credit landscape, including asset-based finance (ABF) and real estate. Join us in welcoming Lotfi to PIMCO and Accrued Interest. 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 Analytics — points out, many recent developments in the space should be seen as expected features of a cyclical credit market. In his debut appearance on Accrued Interest, Lotfi and host Greg Hall dig into the private credit story: from direct lending’s emergence after the Great Financial Crisis, to its explosive growth post-COVID, and what we can expect in the future as investor expectations realign to actual opportunities and risks. They also explore diversification options within the private credit landscape, including asset-based finance (ABF) and real estate. Join us in welcoming Lotfi to PIMCO and Accrued Interest. Show notes: (3:50) The emergence of direct lending after the Great Financial Crisis (7:26) The explosive growth of direct lending post-COVID (15:29) Why are we seeing headlines about private credit? (18:50) The spectrum of credit markets (28:16) Private credit’s other lanes (34:52) Where are we on the asset-based finance journey? (38:50) Systemic vs. cyclical risks in private credit (46:10) What are senior secured loans? If you enjoyed the episode, explore more of our resources below: Private Credit’s Other Lanes Still Offer Value Related Episodes: Apple: • Asset-Based Finance: New Frontiers in Private Credit • Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets Spotify: • Asset-Based Finance: New Frontiers in Private Credit • Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures 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 Analytics — points out, many recent developments in the space should be seen as expected features of a cyclical credit market.

In his debut appearance on Accrued Interest, Lotfi and host Greg Hall dig into the private credit story: from direct lending’s emergence after the Great Financial Crisis, to its explosive growth post-COVID, and what we can expect in the future as investor expectations realign to actual opportunities and risks. They also explore diversification options within the private credit landscape, including asset-based finance (ABF) and real estate.

Join us in welcoming Lotfi to PIMCO and Accrued Interest.

Show notes:

(3:50) The emergence of direct lending after the Great Financial Crisis (7:26) The explosive growth of direct lending post-COVID (15:29) Why are we seeing headlines about private credit? (18:50) The spectrum of credit markets (28:16) Private credit’s other lanes (34:52) Where are we on the asset-based finance journey? (38:50) Systemic vs. cyclical risks in private credit (46:10) What are senior secured loans?
If you enjoyed the episode, explore more of our resources below: Private Credit’s Other Lanes Still Offer Value

Related Episodes:

Apple: • Asset-Based Finance: New Frontiers in Private Credit • Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets

Spotify: • Asset-Based Finance: New Frontiers in Private Credit • Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 3026 no From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty 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, PIMCO’s President and Head of APAC and EMEA, joins Accrued Interest to lay out a framework for investing when uncertainty and volatility are features, not the exception. Together, he and host Greg Hall get into the ripple effects that the latest geopolitical shocks could have on oil prices, inflation and global markets—and why there’s “a crisis of confidence” in some, not all, parts of private credit. Shownotes:(4:27) The market’s reaction to tension in the Middle East(10:33) How rate markets are digesting recent events(13:43) A framework for investing in uncertain times(18:37) The ripple effect on oil prices and inflation(24:52) A crisis of confidence in credit markets(30:45) How stress in U.S. credit impacts the broader credit landscape Related Episodes: Apple:·       Expect the Unexpected with Pramol Dhawan·       Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets Spotify:·       Expect the Unexpected with Pramol Dhawan·       Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 10 Mar 2026 20:00:00 -0000 From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty full PIMCO 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, PIMCO’s President and Head of APAC and EMEA, joins Accrued Interest to lay out a framework for investing when uncertainty and volatility are features, not the exception. Together, he and host Greg Hall get into the ripple effects that the latest geopolitical shocks could have on oil prices, inflation and global markets—and why there’s “a crisis of confidence” in some, not all, parts of private credit. 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, PIMCO’s President and Head of APAC and EMEA, joins Accrued Interest to lay out a framework for investing when uncertainty and volatility are features, not the exception. Together, he and host Greg Hall get into the ripple effects that the latest geopolitical shocks could have on oil prices, inflation and global markets—and why there’s “a crisis of confidence” in some, not all, parts of private credit. Shownotes:(4:27) The market’s reaction to tension in the Middle East(10:33) How rate markets are digesting recent events(13:43) A framework for investing in uncertain times(18:37) The ripple effect on oil prices and inflation(24:52) A crisis of confidence in credit markets(30:45) How stress in U.S. credit impacts the broader credit landscape Related Episodes: Apple:·       Expect the Unexpected with Pramol Dhawan·       Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets Spotify:·       Expect the Unexpected with Pramol Dhawan·       Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures 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, PIMCO’s President and Head of APAC and EMEA, joins Accrued Interest to lay out a framework for investing when uncertainty and volatility are features, not the exception. Together, he and host Greg Hall get into the ripple effects that the latest geopolitical shocks could have on oil prices, inflation and global markets—and why there’s “a crisis of confidence” in some, not all, parts of private credit.

Shownotes:
(4:27) The market’s reaction to tension in the Middle East
(10:33) How rate markets are digesting recent events
(13:43) A framework for investing in uncertain times
(18:37) The ripple effect on oil prices and inflation
(24:52) A crisis of confidence in credit markets
(30:45) How stress in U.S. credit impacts the broader credit landscape Related Episodes:

Apple:
·       Expect the Unexpected with Pramol Dhawan
·       Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets

Spotify:
·       Expect the Unexpected with Pramol Dhawan
·       Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2668 no Expect the Unexpected with Pramol Dhawan 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 that this shift makes 2026 a year when investors should “expect the unexpected.” He joins host Greg Hall to explore how this new world order is reshaping markets — from the opportunities volatility can unlock in global fixed income to the evolving rebalancing between stocks and bonds. They even get into why the world is tilting toward mercantilism, though thankfully, not in a way that forces you to dust off your economics textbooks. Show notes: (0:00) Intro (2:30) How politics are shaping economics (9:55) What the return of the stock-bond correlations means for investors (14:33) The case for active management in global markets (18:03) Risk and opportunities in what’s ahead (26:28) Why emerging markets now? (31:35) What “unexpected” really means in “expect the unexpected” If you enjoyed the episode, explore more of our resources below: PIMCO Perspectives: Expect the Unexpected Related episodes: Dan Ivascyn: Beyond the Base Case in 2026 Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 24 Feb 2026 17:20:00 -0000 Expect the Unexpected with Pramol Dhawan full PIMCO 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 that this shift makes 2026 a year when investors should “expect the unexpected.” 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 that this shift makes 2026 a year when investors should “expect the unexpected.” He joins host Greg Hall to explore how this new world order is reshaping markets — from the opportunities volatility can unlock in global fixed income to the evolving rebalancing between stocks and bonds. They even get into why the world is tilting toward mercantilism, though thankfully, not in a way that forces you to dust off your economics textbooks. Show notes: (0:00) Intro (2:30) How politics are shaping economics (9:55) What the return of the stock-bond correlations means for investors (14:33) The case for active management in global markets (18:03) Risk and opportunities in what’s ahead (26:28) Why emerging markets now? (31:35) What “unexpected” really means in “expect the unexpected” If you enjoyed the episode, explore more of our resources below: PIMCO Perspectives: Expect the Unexpected Related episodes: Dan Ivascyn: Beyond the Base Case in 2026 Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures 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 that this shift makes 2026 a year when investors should “expect the unexpected.” He joins host Greg Hall to explore how this new world order is reshaping markets — from the opportunities volatility can unlock in global fixed income to the evolving rebalancing between stocks and bonds. They even get into why the world is tilting toward mercantilism, though thankfully, not in a way that forces you to dust off your economics textbooks.

Show notes:

(0:00) Intro

(2:30) How politics are shaping economics

(9:55) What the return of the stock-bond correlations means for investors

(14:33) The case for active management in global markets

(18:03) Risk and opportunities in what’s ahead

(26:28) Why emerging markets now?

(31:35) What “unexpected” really means in “expect the unexpected”

If you enjoyed the episode, explore more of our resources below:

PIMCO Perspectives: Expect the Unexpected

Related episodes:

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2299 no Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal After a standout year for fixed income, Mohit Mittal, PIMCO’s CIO of Core Strategies, says he still sees plenty of opportunities in 2026, but only for those willing to look. He joins Greg Hall on the latest episode of Accrued Interest to unpack why active is the only responsible way to approach fixed-income markets. And between the deep dives into core bonds and credit markets, Mohit shares his framework for collaborating with the team, which, in Greg’s case, involved a home-cooked meal. Show notes: (0:00) Intro (2:16) Mohit’s 20-year Journey at PIMCO (9:27) The Active Advantage in Fixed Income (17:13) How Core Strategies Fit in a Portfolio (25:27) Economic Outlook: Fed Leadership, Yield Curve, More (32:55) Peeling Back the Investment Process (40:38) Complacency in Credit Markets (47:07) Going on the Offense (50:53) Views on the U.S. Dollar If you liked the episode, check out more of Mohit’s recent work • Calculating the Active Advantage in 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 a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 10 Feb 2026 17:09:00 -0000 Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal full PIMCO After a standout year for fixed income, Mohit Mittal, PIMCO’s CIO of Core Strategies, says he still sees plenty of opportunities in 2026, but only for those willing to look. He joins Greg Hall on the latest episode of Accrued Interest to unpack why active is the only responsible way to approach fixed-income markets. And between the deep dives into core bonds and credit markets, Mohit shares his framework for collaborating with the team, which, in Greg’s case, involved a home-cooked meal. After a standout year for fixed income, Mohit Mittal, PIMCO’s CIO of Core Strategies, says he still sees plenty of opportunities in 2026, but only for those willing to look. He joins Greg Hall on the latest episode of Accrued Interest to unpack why active is the only responsible way to approach fixed-income markets. And between the deep dives into core bonds and credit markets, Mohit shares his framework for collaborating with the team, which, in Greg’s case, involved a home-cooked meal. Show notes: (0:00) Intro (2:16) Mohit’s 20-year Journey at PIMCO (9:27) The Active Advantage in Fixed Income (17:13) How Core Strategies Fit in a Portfolio (25:27) Economic Outlook: Fed Leadership, Yield Curve, More (32:55) Peeling Back the Investment Process (40:38) Complacency in Credit Markets (47:07) Going on the Offense (50:53) Views on the U.S. Dollar If you liked the episode, check out more of Mohit’s recent work • Calculating the Active Advantage in 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 a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures After a standout year for fixed income, Mohit Mittal, PIMCO’s CIO of Core Strategies, says he still sees plenty of opportunities in 2026, but only for those willing to look. He joins Greg Hall on the latest episode of Accrued Interest to unpack why active is the only responsible way to approach fixed-income markets. And between the deep dives into core bonds and credit markets, Mohit shares his framework for collaborating with the team, which, in Greg’s case, involved a home-cooked meal.
Show notes: (0:00) Intro

(2:16) Mohit’s 20-year Journey at PIMCO

(9:27) The Active Advantage in Fixed Income

(17:13) How Core Strategies Fit in a Portfolio

(25:27) Economic Outlook: Fed Leadership, Yield Curve, More

(32:55) Peeling Back the Investment Process

(40:38) Complacency in Credit Markets

(47:07) Going on the Offense

(50:53) Views on the U.S. Dollar If you liked the episode, check out more of Mohit’s recent work • Calculating the Active Advantage in 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 a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 3334 no Dan Ivascyn: Beyond the Base Case in 2026 Everything’s on the table when PIMCO's Group CIO Dan Ivascyn and host Greg Hall get together, and the latest episode of Accrued Interest is no exception. They cover familiar territory — like the compelling and durable opportunities in bonds — and then branch out into the Fed’s likely next move, a deeper discussion on credit markets, how home bias can ground a portfolio, and even a ski trip without much snow. Show notes: (01:23) From optimistic growth to a k-shaped economy (09:51) Reading the Fed tea leaves (15:43) Looking backwards and forwards at the market (21:27) The realities of corporate and private credit (28:55) Why flexibility is key going forward (33:07) The case for global 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 09 Jan 2026 23:48:00 -0000 Dan Ivascyn: Beyond the Base Case in 2026 full PIMCO Everything’s on the table when PIMCO Group CIO Dan Ivascyn and host Greg Hall get together, and the latest episode of Accrued Interest is no exception. They cover familiar territory — like the compelling and durable opportunities in bonds — and then branch out into the Fed’s likely next move, a deeper discussion on credit markets, how home bias can ground a portfolio, and even a ski trip without much snow. Everything’s on the table when PIMCO's Group CIO Dan Ivascyn and host Greg Hall get together, and the latest episode of Accrued Interest is no exception. They cover familiar territory — like the compelling and durable opportunities in bonds — and then branch out into the Fed’s likely next move, a deeper discussion on credit markets, how home bias can ground a portfolio, and even a ski trip without much snow. Show notes: (01:23) From optimistic growth to a k-shaped economy (09:51) Reading the Fed tea leaves (15:43) Looking backwards and forwards at the market (21:27) The realities of corporate and private credit (28:55) Why flexibility is key going forward (33:07) The case for global 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Everything’s on the table when PIMCO's Group CIO Dan Ivascyn and host Greg Hall get together, and the latest episode of Accrued Interest is no exception. They cover familiar territory — like the compelling and durable opportunities in bonds — and then branch out into the Fed’s likely next move, a deeper discussion on credit markets, how home bias can ground a portfolio, and even a ski trip without much snow.

Show notes:

(01:23) From optimistic growth to a k-shaped economy

(09:51) Reading the Fed tea leaves

(15:43) Looking backwards and forwards at the market

(21:27) The realities of corporate and private credit

(28:55) Why flexibility is key going forward

(33:07) The case for global 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2475 no Charting the Year Ahead with Marc Seidner In our last episode of 2025, here are 5 big themes we think will be critical to investment decisions in 2026.  Join Greg Hall and Marc Seidner for a discussion about stocks, credit, commodities, and munis, and of course it wouldn’t be Accrued Interest without a fair bit of fixed income!  Ugly Christmas sweaters optional… SHOW NOTES (2:56) With valuations stretched, what’s attractive in equities for 2026? (13:43) Is it time to replace cash with bonds? (23:41) What’s next for Bitcoin, Gold, and other commodities? (30:24) Risks, realities, and opportunities in credit markets (49:08) Why munis continue to offer value If you enjoyed the episode, check out our previous conversations: Cameron Dawson on Macro, Markets, and Musical Metaphors – Apple, Spotify Jason Duko on Risks and Realities in Today’s Credit Markets – Apple, Spotify And read our 2026 Investment Outlook: Charting the Year Ahead: Investment Ideas for 2026 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 12 Dec 2025 20:57:00 -0000 Charting the Year Ahead with Marc Seidner full PIMCO In our last episode of 2025, here are 5 big themes we think will be critical to investment decisions in 2026.  Join Greg Hall and Marc Seidner for a discussion about stocks, credit, commodities, and munis, and of course it wouldn’t be Accrued Interest without a fair bit of fixed income!  Ugly Christmas sweaters optional… In our last episode of 2025, here are 5 big themes we think will be critical to investment decisions in 2026.  Join Greg Hall and Marc Seidner for a discussion about stocks, credit, commodities, and munis, and of course it wouldn’t be Accrued Interest without a fair bit of fixed income!  Ugly Christmas sweaters optional… SHOW NOTES (2:56) With valuations stretched, what’s attractive in equities for 2026? (13:43) Is it time to replace cash with bonds? (23:41) What’s next for Bitcoin, Gold, and other commodities? (30:24) Risks, realities, and opportunities in credit markets (49:08) Why munis continue to offer value If you enjoyed the episode, check out our previous conversations: Cameron Dawson on Macro, Markets, and Musical Metaphors – Apple, Spotify Jason Duko on Risks and Realities in Today’s Credit Markets – Apple, Spotify And read our 2026 Investment Outlook: Charting the Year Ahead: Investment Ideas for 2026 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures In our last episode of 2025, here are 5 big themes we think will be critical to investment decisions in 2026.  Join Greg Hall and Marc Seidner for a discussion about stocks, credit, commodities, and munis, and of course it wouldn’t be Accrued Interest without a fair bit of fixed income!  Ugly Christmas sweaters optional… SHOW NOTES

(2:56) With valuations stretched, what’s attractive in equities for 2026?

(13:43) Is it time to replace cash with bonds?

(23:41) What’s next for Bitcoin, Gold, and other commodities?

(30:24) Risks, realities, and opportunities in credit markets

(49:08) Why munis continue to offer value

If you enjoyed the episode, check out our previous conversations:

Cameron Dawson on Macro, Markets, and Musical Metaphors – Apple, Spotify

Jason Duko on Risks and Realities in Today’s Credit Markets – Apple, Spotify

And read our 2026 Investment Outlook:

Charting the Year Ahead: Investment Ideas for 2026

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures


]]> 3459 no Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets Credit markets are making headlines, but what’s really driving the story? Host Greg Hall welcomes Portfolio Manager Jason Duko to break down the latest developments across the continuum of public credit, private credit, and everything in between.  Have a listen, and take away a framework for evaluating today’s key questions: what is the value of liquidity in a portfolio, can private markets keep up with a changing environment, and do historical rules of thumb still apply? SHOW NOTES: (1:57) The everything rally of 2025 – but dispersion beneath the surface. (6:11) Recent controversies in the credit markets. (17:36) A Glossary of Terms: Amendments, Paid-in-Kind, and plain old Defaults. (23:14) When marking at NAV, what are you marking? (28:33) The increasing prevalence of the wealth market. (36:29) PIMCO’s heritage in Asset-Based Finance. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Mon, 01 Dec 2025 20:39:00 -0000 Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets full PIMCO Credit markets are making headlines, but what’s really driving the story? Host Greg Hall welcomes Portfolio Manager Jason Duko to break down the latest developments across the continuum of public credit, private credit, and everything in between. Credit markets are making headlines, but what’s really driving the story? Host Greg Hall welcomes Portfolio Manager Jason Duko to break down the latest developments across the continuum of public credit, private credit, and everything in between.  Have a listen, and take away a framework for evaluating today’s key questions: what is the value of liquidity in a portfolio, can private markets keep up with a changing environment, and do historical rules of thumb still apply? SHOW NOTES: (1:57) The everything rally of 2025 – but dispersion beneath the surface. (6:11) Recent controversies in the credit markets. (17:36) A Glossary of Terms: Amendments, Paid-in-Kind, and plain old Defaults. (23:14) When marking at NAV, what are you marking? (28:33) The increasing prevalence of the wealth market. (36:29) PIMCO’s heritage in Asset-Based Finance. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Credit markets are making headlines, but what’s really driving the story? Host Greg Hall welcomes Portfolio Manager Jason Duko to break down the latest developments across the continuum of public credit, private credit, and everything in between.  Have a listen, and take away a framework for evaluating today’s key questions: what is the value of liquidity in a portfolio, can private markets keep up with a changing environment, and do historical rules of thumb still apply?

SHOW NOTES:

  • (1:57) The everything rally of 2025 – but dispersion beneath the surface.
  • (6:11) Recent controversies in the credit markets.
  • (17:36) A Glossary of Terms: Amendments, Paid-in-Kind, and plain old Defaults.
  • (23:14) When marking at NAV, what are you marking?
  • (28:33) The increasing prevalence of the wealth market.
  • (36:29) PIMCO’s heritage in Asset-Based Finance.

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2663 no Macro, Markets and Musical Metaphors: A Very Enlightened Conversation with NewEdge Wealth’s Cameron Dawson Investing in the current cycle is less mainstream pop and more "math rock" — complex, analytical, and constantly shifting. Cameron Dawson, CIO of NewEdge Wealth, joins Greg Hall to decode the intricate rhythms of today’s markets. Cameron walks us through her thoughts on the death of data, why leading indicators are no longer leading, and how to structure portfolios for clients, all while keeping a pulse on the cultural references that make the conversation sing. SHOW NOTES: • Introducing Cameron Dawson, our first-ever outside guest. • A eulogy to market data as we know it. • The non-linearity of unemployment – first a little, then a lot. • Is the “everything rally” turning complacent? • The assumptions within today’s AI CapEx cycle. • When the dominos fall: Interconnectivity in the economy. • Amid these signals, what should investors do? • The importance of being a multi-handed strategist. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Mon, 10 Nov 2025 19:11:00 -0000 Macro, Markets and Musical Metaphors: A Very Enlightened Conversation with NewEdge Wealth’s Cameron Dawson full PIMCO Investing in the current cycle is less mainstream pop and more "math rock" — complex, analytical, and constantly shifting. Cameron Dawson, CIO of NewEdge Wealth, joins Greg Hall to decode the intricate rhythms of today’s markets. Cameron walks us through her thoughts on the death of data, why leading indicators are no longer leading, and how to structure portfolios for clients, all while keeping a pulse on the cultural references that make the conversation sing. Investing in the current cycle is less mainstream pop and more "math rock" — complex, analytical, and constantly shifting. Cameron Dawson, CIO of NewEdge Wealth, joins Greg Hall to decode the intricate rhythms of today’s markets. Cameron walks us through her thoughts on the death of data, why leading indicators are no longer leading, and how to structure portfolios for clients, all while keeping a pulse on the cultural references that make the conversation sing. SHOW NOTES: • Introducing Cameron Dawson, our first-ever outside guest. • A eulogy to market data as we know it. • The non-linearity of unemployment – first a little, then a lot. • Is the “everything rally” turning complacent? • The assumptions within today’s AI CapEx cycle. • When the dominos fall: Interconnectivity in the economy. • Amid these signals, what should investors do? • The importance of being a multi-handed strategist. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Investing in the current cycle is less mainstream pop and more "math rock" — complex, analytical, and constantly shifting. Cameron Dawson, CIO of NewEdge Wealth, joins Greg Hall to decode the intricate rhythms of today’s markets. Cameron walks us through her thoughts on the death of data, why leading indicators are no longer leading, and how to structure portfolios for clients, all while keeping a pulse on the cultural references that make the conversation sing.

SHOW NOTES:

• Introducing Cameron Dawson, our first-ever outside guest.

• A eulogy to market data as we know it.

• The non-linearity of unemployment – first a little, then a lot.

• Is the “everything rally” turning complacent?

• The assumptions within today’s AI CapEx cycle.

• When the dominos fall: Interconnectivity in the economy.

• Amid these signals, what should investors do?

• The importance of being a multi-handed strategist.

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2795 no From Gold to Gigawatts: Unpacking Today’s Commodity Markets Gold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg Hall to break down the rally, explore shifting dynamics in the broader commodities market, and examine how AI is reshaping energy demand. Tune in for expert insights and timely portfolio perspectives. Show notes: Commodity Markets’ Evolution: Efficiency is Table Stakes Why Gold is a Rocket Ship Recently Debasement Trade or Diversifying Asset? Making Sense of Investor Sentiment with Gold. Protecting Spending Power with Commodities AI is Booming. Will Energy Markets Keep Up with Growing Demand? Benefits of Active Management in Commodities Investing Check out Charting Commodity Markets Follow Greg Sharenow on LinkedIn, for PIMCO’s latest views on commodities and real assets 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 21 Oct 2025 16:35:00 -0000 From Gold to Gigawatts: Unpacking Today’s Commodity Markets full PIMCO Gold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg Hall to break down the rally, explore shifting dynamics in the broader commodities market, and examine how AI is reshaping energy demand. Tune in for expert insights and timely portfolio perspectives. Gold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg Hall to break down the rally, explore shifting dynamics in the broader commodities market, and examine how AI is reshaping energy demand. Tune in for expert insights and timely portfolio perspectives. Show notes: Commodity Markets’ Evolution: Efficiency is Table Stakes Why Gold is a Rocket Ship Recently Debasement Trade or Diversifying Asset? Making Sense of Investor Sentiment with Gold. Protecting Spending Power with Commodities AI is Booming. Will Energy Markets Keep Up with Growing Demand? Benefits of Active Management in Commodities Investing Check out Charting Commodity Markets Follow Greg Sharenow on LinkedIn, for PIMCO’s latest views on commodities and real assets 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Gold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg Hall to break down the rally, explore shifting dynamics in the broader commodities market, and examine how AI is reshaping energy demand. Tune in for expert insights and timely portfolio perspectives.

Show notes:

  • Commodity Markets’ Evolution: Efficiency is Table Stakes
  • Why Gold is a Rocket Ship Recently
  • Debasement Trade or Diversifying Asset? Making Sense of Investor Sentiment with Gold.
  • Protecting Spending Power with Commodities
  • AI is Booming. Will Energy Markets Keep Up with Growing Demand?
  • Benefits of Active Management in Commodities Investing

Check out Charting Commodity Markets

Follow Greg Sharenow on LinkedIn, for PIMCO’s latest views on commodities and real assets

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2925 no Tariffs, Technology, and Transition with Tiffany Wilding Economist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to learn more about how clashing forces are widening the gap between winners and losers and discover the exciting opportunities the team envisions for the future. Show notes: 1. Overview of PIMCO’s Cyclical Outlook. 2. Rules of Thumb and ‘Pay Backs.’ 3. A technological investment boom – effects on employment trends, CAPEX, and more. 4. PIMCO vs. The Street – how do our views stack up?  5. The Agg is finally outyielding cash – is this a tipping point for advisors?   Tariffs, Technology, and Transition: Our Cyclical Outlook The Fragmentation Era: Our Secular Outlook An Exploration of Technology Diffusion, Comin & Hobijn, 2010, American Economic Review 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 14 Oct 2025 13:36:00 -0000 Tariffs, Technology, and Transition with Tiffany Wilding full PIMCO Economist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to learn more about how clashing forces are widening the gap between winners and losers and discover the exciting opportunities the team envisions for the future. Economist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to learn more about how clashing forces are widening the gap between winners and losers and discover the exciting opportunities the team envisions for the future. Show notes: 1. Overview of PIMCO’s Cyclical Outlook. 2. Rules of Thumb and ‘Pay Backs.’ 3. A technological investment boom – effects on employment trends, CAPEX, and more. 4. PIMCO vs. The Street – how do our views stack up?  5. The Agg is finally outyielding cash – is this a tipping point for advisors?   Tariffs, Technology, and Transition: Our Cyclical Outlook The Fragmentation Era: Our Secular Outlook An Exploration of Technology Diffusion, Comin & Hobijn, 2010, American Economic Review 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Economist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to learn more about how clashing forces are widening the gap between winners and losers and discover the exciting opportunities the team envisions for the future.

Show notes: 1. Overview of PIMCO’s Cyclical Outlook. 2. Rules of Thumb and ‘Pay Backs.’ 3. A technological investment boom – effects on employment trends, CAPEX, and more.
4. PIMCO vs. The Street – how do our views stack up? 
5. The Agg is finally outyielding cash – is this a tipping point for advisors?   Tariffs, Technology, and Transition: Our Cyclical Outlook

The Fragmentation Era: Our Secular Outlook

An Exploration of Technology Diffusion, Comin & Hobijn, 2010, American Economic Review

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2524 no The Fed Cut. Now What? Former Vice Chair Rich Clarida Weighs In Host Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the Fed’s much-anticipated decision.  In this episode we take you behind this week’s 25 bps cut, sharing an insider’s perspective on how the Fed parsed rapidly-evolving economic signals in trade, labor markets, and inflation – and where the data may point us next. Show notes: The Fed’s decision-making process Reading signals: Thoughts on shifting patterns around trade, labor markets, inflation and more. Fed independence: Thoughts on Cook, Bessent, Miran, and others. What is it like being in the room? Read our FOMC Insights Article: Fed Delivers Dovish Shift, Restarts Rate-Cutting Cycle. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to ⁠www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures⁠ Thu, 18 Sep 2025 21:16:00 -0000 The Fed Cut. Now What? Former Vice Chair Rich Clarida Weighs In full PIMCO Host Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the Fed’s much-anticipated decision.  In this episode we take you behind this week’s 25 bps cut, sharing an insider’s perspective on how the Fed parsed rapidly-evolving economic signals in trade, labor markets, and inflation – and where the data may point us next. Host Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the Fed’s much-anticipated decision.  In this episode we take you behind this week’s 25 bps cut, sharing an insider’s perspective on how the Fed parsed rapidly-evolving economic signals in trade, labor markets, and inflation – and where the data may point us next. Show notes: The Fed’s decision-making process Reading signals: Thoughts on shifting patterns around trade, labor markets, inflation and more. Fed independence: Thoughts on Cook, Bessent, Miran, and others. What is it like being in the room? Read our FOMC Insights Article: Fed Delivers Dovish Shift, Restarts Rate-Cutting Cycle. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to ⁠www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures⁠ Host Greg Hall sits down with former Federal Reserve Vice Chairman and PIMCO Global Economic Advisor Dr. Richard Clarida to discuss the events leading to the Fed’s much-anticipated decision.  In this episode we take you behind this week’s 25 bps cut, sharing an insider’s perspective on how the Fed parsed rapidly-evolving economic signals in trade, labor markets, and inflation – and where the data may point us next.

Show notes:

  1. The Fed’s decision-making process
  2. Reading signals: Thoughts on shifting patterns around trade, labor markets, inflation and more.
  3. Fed independence: Thoughts on Cook, Bessent, Miran, and others.
  4. What is it like being in the room?

Read our FOMC Insights Article: Fed Delivers Dovish Shift, Restarts Rate-Cutting Cycle.

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to ⁠www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures⁠



]]> 2744 no Bond ETFs: From Niche to Norm ETFs are no longer an “if” but a “yes, how?” for many advisors – and as the ETF market continues to grow in size and sophistication, active bond ETFs have emerged as a compelling tool for advisors. Join host Greg Hall as he sits down with Head of ETF Sales, U.S. Global Wealth Management Adam Browne and Account Manager Todd Mangis to chart the growth of active bond ETFs in the US markets, the efficiencies they unlock for advisors, and how they are changing the fundamental dynamic of fixed income. Show Notes: Introduction The Rise of ETFs - How Did We Get Here? From Chords to Solos: Why Active Bond ETFs? ETFs are Changing the Dynamic in Fixed Income Attractive Opportunities in Active Bond ETFs PIMCO and ETF Product Development What's Around the Corner for Advisors? 4 Themes Defining Bond ETF Investing Today 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 22 Aug 2025 14:54:00 -0000 Bond ETFs: From Niche to Norm full PIMCO ETFs are no longer an “if” but a “yes, how?” for many advisors – and as the ETF market continues to grow in size and sophistication, active bond ETFs have emerged as a compelling tool for advisors. Join host Greg Hall as he sits down with Head of ETF Sales, U.S. Global Wealth Management Adam Browne and Account Manager Todd Mangis to chart the growth of active bond ETFs in the US markets, the efficiencies they unlock for advisors, and how they are changing the fundamental dynamic of fixed income. ETFs are no longer an “if” but a “yes, how?” for many advisors – and as the ETF market continues to grow in size and sophistication, active bond ETFs have emerged as a compelling tool for advisors. Join host Greg Hall as he sits down with Head of ETF Sales, U.S. Global Wealth Management Adam Browne and Account Manager Todd Mangis to chart the growth of active bond ETFs in the US markets, the efficiencies they unlock for advisors, and how they are changing the fundamental dynamic of fixed income. Show Notes: Introduction The Rise of ETFs - How Did We Get Here? From Chords to Solos: Why Active Bond ETFs? ETFs are Changing the Dynamic in Fixed Income Attractive Opportunities in Active Bond ETFs PIMCO and ETF Product Development What's Around the Corner for Advisors? 4 Themes Defining Bond ETF Investing Today 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures ETFs are no longer an “if” but a “yes, how?” for many advisors – and as the ETF market continues to grow in size and sophistication, active bond ETFs have emerged as a compelling tool for advisors. Join host Greg Hall as he sits down with Head of ETF Sales, U.S. Global Wealth Management Adam Browne and Account Manager Todd Mangis to chart the growth of active bond ETFs in the US markets, the efficiencies they unlock for advisors, and how they are changing the fundamental dynamic of fixed income.

Show Notes:

  1. Introduction
  2. The Rise of ETFs - How Did We Get Here?
  3. From Chords to Solos: Why Active Bond ETFs?
  4. ETFs are Changing the Dynamic in Fixed Income
  5. Attractive Opportunities in Active Bond ETFs
  6. PIMCO and ETF Product Development
  7. What's Around the Corner for Advisors?

4 Themes Defining Bond ETF Investing Today

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures


]]> 2835 no Holding Steady Amid Whipsawing Markets with Marc Seidner and Pramol Dhawan In 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. Asset Allocation: 60/40 or Something Else? Part 5. How U.S. Macro Trends Could Play Out Part 6. How Advisors Can Navigate Current Complexity PIMCO Perspectives – Holding Steady Amid Whipsawing 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 25 Jul 2025 18:40:00 -0000 Holding Steady Amid Whipsawing Markets with Marc Seidner and Pramol Dhawan full PIMCO In 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. In 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. Asset Allocation: 60/40 or Something Else? Part 5. How U.S. Macro Trends Could Play Out Part 6. How Advisors Can Navigate Current Complexity PIMCO Perspectives – Holding Steady Amid Whipsawing 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures In 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. Asset Allocation: 60/40 or Something Else?

Part 5. How U.S. Macro Trends Could Play Out

Part 6. How Advisors Can Navigate Current Complexity

PIMCO Perspectives – Holding Steady Amid Whipsawing 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, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2148 no Bent, not Broken: Uncovering Value in Commercial Real Estate Join 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?Part 6 – Assessing CRE Sectors Part 7 – The Evolution of CRE Products Offered to Advisors Check out PIMCO's Real Estate 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 other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to ⁠www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Thu, 17 Jul 2025 18:00:00 -0000 Bent, not Broken: Uncovering Value in Commercial Real Estate full PIMCO Join 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. Join 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?Part 6 – Assessing CRE Sectors Part 7 – The Evolution of CRE Products Offered to Advisors Check out PIMCO's Real Estate 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 other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to ⁠www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Join 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 – Introductions
Part 2 – The Story of CRE, Post-GFC to Mid-2010s
Part 3 – The Story of CRE, Mid-2010s through COVID
Part 4 – The Story of CRE Today
Part 5 – Is it a Good Time to Lend?
Part 6 – Assessing CRE Sectors Part 7 – The Evolution of CRE Products Offered to Advisors

Check out PIMCO's Real Estate 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 other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to ⁠www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 3140 no Mid-Year Check-In with Group CIO Dan Ivascyn The “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 may be headed. Part 1 - From January to Now - An Evolving Investment Paradigm Part 2 - The State of U.S. Fiscal Sustainability Part 3 - Economics Fundamentals and the Big Beautiful Bill Part 4 - Credit - Avoid Complacency and Look to Consumers Part 5 - Don’t Overcomplicate Liquidity Part 6 - Conclusion: What is the Opportunity Set Today? Related Resources: Latest insights from PIMCO’s industry-leading experts, including Rich Clarida, Tiffany Wilding, and Libby Cantrill. Our Cyclical Outlook – looking out 6-12 months: Seeking Stability Our Secular Outlook – looking out 3-5 years: The Fragmentation Era Take a look at PIMCO’s Behavioral Science Edge 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Mon, 23 Jun 2025 22:11:00 -0000 Mid-Year Check-In with Group CIO Dan Ivascyn full PIMCO The “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 may be headed. The “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 may be headed. Part 1 - From January to Now - An Evolving Investment Paradigm Part 2 - The State of U.S. Fiscal Sustainability Part 3 - Economics Fundamentals and the Big Beautiful Bill Part 4 - Credit - Avoid Complacency and Look to Consumers Part 5 - Don’t Overcomplicate Liquidity Part 6 - Conclusion: What is the Opportunity Set Today? Related Resources: Latest insights from PIMCO’s industry-leading experts, including Rich Clarida, Tiffany Wilding, and Libby Cantrill. Our Cyclical Outlook – looking out 6-12 months: Seeking Stability Our Secular Outlook – looking out 3-5 years: The Fragmentation Era Take a look at PIMCO’s Behavioral Science Edge 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures The “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 may be headed.

Part 1 - From January to Now - An Evolving Investment Paradigm

Part 2 - The State of U.S. Fiscal Sustainability

Part 3 - Economics Fundamentals and the Big Beautiful Bill

Part 4 - Credit - Avoid Complacency and Look to Consumers

Part 5 - Don’t Overcomplicate Liquidity

Part 6 - Conclusion: What is the Opportunity Set Today?

Related Resources:

Latest insights from PIMCO’s industry-leading experts, including Rich Clarida, Tiffany Wilding, and Libby Cantrill.

Our Cyclical Outlook – looking out 6-12 months: Seeking Stability

Our Secular Outlook – looking out 3-5 years: The Fragmentation Era

Take a look at PIMCO’s Behavioral Science Edge

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 3036 no Asset-Based Finance: New Frontiers in Private Credit From 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 its diverse, asset-backed pools, offers opportunities for steady income, accelerated cash flows, and portfolio diversification. Part 1 –Introductions Part 2 –History of the Private Credit Opportunity, Pre-GFC to Now Part 3 –Underlying Macro Conditions for Asset-Based Finance Part 4 – MarketRequires a Disciplined Approach Part 5 – Why Asset-Based Finance Now? Part 6 –Resiliency Across Economic Cycles Part 7 – How Advisors Should Approach Asset-Based Finance Explained 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 23 May 2025 19:04:00 -0000 Asset-Based Finance: New Frontiers in Private Credit full PIMCO From 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. From 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 its diverse, asset-backed pools, offers opportunities for steady income, accelerated cash flows, and portfolio diversification. Part 1 –Introductions Part 2 –History of the Private Credit Opportunity, Pre-GFC to Now Part 3 –Underlying Macro Conditions for Asset-Based Finance Part 4 – MarketRequires a Disciplined Approach Part 5 – Why Asset-Based Finance Now? Part 6 –Resiliency Across Economic Cycles Part 7 – How Advisors Should Approach Asset-Based Finance Explained 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures From 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 its diverse, asset-backed pools, offers opportunities for steady income, accelerated cash flows, and portfolio diversification.

Part 1 –Introductions

Part 2 –History of the Private Credit Opportunity, Pre-GFC to Now

Part 3 –Underlying Macro Conditions for Asset-Based Finance

Part 4 – MarketRequires a Disciplined Approach

Part 5 – Why Asset-Based Finance Now?

Part 6 –Resiliency Across Economic Cycles

Part 7 – How Advisors Should Approach

Asset-Based Finance Explained

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2665 no Extra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan https://www.pimco.com/us/en/insights/trade-wars-and-the-us-dollar?utm_source=apple_spotify&utm_medium=podcast&utm_campaign=yq25q2-l1gwm-uagwm_advisor_forum-cpadvisor_forum-spaccrued_interest_podcast-mocross_purpose-isna&utm_content=cnperspectivetrade Rapid 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 new PIMCO Perspectives piece, Trade Wars and the U.S. Dollar, for additional insights Subscribe to Accrued Interest on Apple and Spotify to stay updated on our latest insights. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 29 Apr 2025 18:05:00 -0000 Extra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan full PIMCO Rapid 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. Rapid 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 new PIMCO Perspectives piece, Trade Wars and the U.S. Dollar, for additional insights Subscribe to Accrued Interest on Apple and Spotify to stay updated on our latest insights. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Rapid 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 new PIMCO Perspectives piece, Trade Wars and the U.S. Dollar, for additional insights

Subscribe to Accrued Interest on Apple and Spotify to stay updated on our latest insights.

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures


]]> 2121 Municipal Bonds: Volatility Yields Opportunity Recorded on 10 April 2025 Join 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 Environment Part 2: 00:15:30 - Credit Quality, Policy implications & Taxes Part 3: 00:30:45 - Seeking Opportunity Amid Volatility Part 4: 00:38:00 - Outlook on Municipal 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, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Wed, 16 Apr 2025 15:07:00 -0000 full PIMCO Recorded on 10 April 2025 Join 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 Environment Part 2: 00:15:30 - Credit Quality, Policy implications & Taxes Part 3: 00:30:45 - Seeking Opportunity Amid Volatility Part 4: 00:38:00 - Outlook on Municipal 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, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Recorded on 10 April 2025

Join 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 Environment

Part 2: 00:15:30 - Credit Quality, Policy implications & Taxes

Part 3: 00:30:45 - Seeking Opportunity Amid Volatility

Part 4: 00:38:00 - Outlook on Municipal 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, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2531 no Market Update with Dan Ivascyn - PIMCO Group CIO Stay 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, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 11 Apr 2025 16:59:00 -0000 Extra Credit: Market Update with Dan Ivascyn - PIMCO Group CIO full PIMCO Stay 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, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Stay 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, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not

an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2705 Tracking Tariffs with Libby Cantrill & Tiffany Wilding With 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: Time stamp: 00:30:06: {Libby speaking} Tariff deal pressure Part 4: Time stamp: 00:42:24 {Greg speaking}: Stagflation concerns echo '70s Part 5: Time stamp: 00:49:03{Libby speaking} What’s for dessert?   For additional resources, please visit the Advisor Forum Content Hub.  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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Thu, 10 Apr 2025 18:30:00 -0000 Tracking Tariffs with Libby Cantrill & Tiffany Wilding full PIMCO With 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: Time stamp: 00:30:06: {Libby speaking} Tariff deal pressure Part 4: Time stamp: 00:42:24 {Greg speaking}: Stagflation concerns echo '70s Part 5: Time stamp: 00:49:03{Libby speaking} What’s for dessert?   For additional resources, please visit the Advisor Forum Content Hub.  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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures With 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:

Time stamp: 00:30:06: {Libby speaking}

Tariff deal pressure



Part 4:

Time stamp: 00:42:24 {Greg speaking}:

Stagflation concerns echo '70s



Part 5:

Time stamp: 00:49:03{Libby speaking}

What’s for dessert?

 

For additional resources, please visit the Advisor Forum Content Hub. 


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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2771 no Moving Cash from Defense to Offense with Jerome Schneider Given 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 of risk in fixed income. Cash – is it a price taker or a price maker? Liquidity can come at a cost, but for those who thoughtfully balance cash allocations across different short term approaches, we see opportunities at the front end of the yield curve. Explore liquidity tiering - and why bond people don’t just see the glass half empty - with Jerome Schneider (Head of Short-Term Portfolio Management and Funding), Chad Van Dyk (Account Manager) and host Gregory Hall (Head of U.S.Global Wealth Management). Key topics in today’s episode include: Jerome’s perspective on today’s market environment Why advisors and clients are now thinking of cash as an asset class Nuances across the full spectrum of short-term strategies The argument for tiering liquidity - and the outcomes it can create Valuation themes and the risk of single asset class vehicles ... and more. How Can Your Cash Work Harder? 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 14 Mar 2025 23:21:00 -0000 Moving Cash from Defense to Offense with Jerome Schneider full PIMCO Given 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. Given 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 of risk in fixed income. Cash – is it a price taker or a price maker? Liquidity can come at a cost, but for those who thoughtfully balance cash allocations across different short term approaches, we see opportunities at the front end of the yield curve. Explore liquidity tiering - and why bond people don’t just see the glass half empty - with Jerome Schneider (Head of Short-Term Portfolio Management and Funding), Chad Van Dyk (Account Manager) and host Gregory Hall (Head of U.S.Global Wealth Management). Key topics in today’s episode include: Jerome’s perspective on today’s market environment Why advisors and clients are now thinking of cash as an asset class Nuances across the full spectrum of short-term strategies The argument for tiering liquidity - and the outcomes it can create Valuation themes and the risk of single asset class vehicles ... and more. How Can Your Cash Work Harder? 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Given 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 of risk in fixed income.

Cash – is it a price taker or a price maker? Liquidity can come at a cost, but for those who thoughtfully balance cash allocations across different short term approaches, we see opportunities at the front end of the yield curve.

Explore liquidity tiering - and why bond people don’t just see the glass half empty - with Jerome Schneider (Head of Short-Term Portfolio Management and Funding), Chad Van Dyk (Account Manager) and host Gregory Hall (Head of U.S.Global Wealth Management).
Key topics in today’s episode include:

  • Jerome’s perspective on today’s market environment
  • Why advisors and clients are now thinking of cash as an asset class
  • Nuances across the full spectrum of short-term strategies
  • The argument for tiering liquidity - and the outcomes it can create
  • Valuation themes and the risk of single asset class vehicles
  • ... and more.

How Can Your Cash Work Harder?

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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2397 Extra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan An 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Thu, 27 Feb 2025 22:12:00 -0000 Extra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan full PIMCO An 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. An 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures An 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 1263 no Watching the Fed Watching Tariffs and Inflation Dr. 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. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 21 Feb 2025 22:58:00 -0000 Watching the Fed Watching Tariffs and Inflation full PIMCO Dr. 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. Dr. 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. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Dr. 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. 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2339 no Investing in the Year Ahead: A Conversation with Dan Ivascyn PIMCO 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Tue, 28 Jan 2025 15:21:00 -0000 Investing in the Year Ahead: A Conversation with Dan Ivascyn full PIMCO PIMCO 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. PIMCO 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures PIMCO 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2932 no Practice Makes Perfect: Planning for 2025 Head 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 13 Dec 2024 22:33:00 -0000 Practice Makes Perfect: Planning for 2025 full PIMCO Head 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. Head 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Head 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 1866 no Politics & Portfolios There’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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Fri, 22 Nov 2024 23:00:00 -0000 Politics & Portfolios full PIMCO There’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.. There’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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures There’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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 2060 no Ahead of the Curve The 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures Mon, 21 Oct 2024 20:27:00 -0000 Ahead of the Curve full PIMCO The 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 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures The 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 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 a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures

]]> 1780 no Welcome to Accrued Interest PIMCO's podcast for Financial Advisors Sun, 20 Oct 2024 07:00:00 -0000 Welcome to Accrued Interest trailer PIMCO PIMCO's podcast for Financial Advisors PIMCO's podcast for Financial Advisors PIMCO's podcast for Financial Advisors

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