PIMCO Accrued Interest

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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.

  1. From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty

    5 GG FA

    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

    44 min
  2. Expect the Unexpected with Pramol Dhawan

    24 FEB

    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

    38 min
  3. Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal

    10 FEB

    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

    56 min
  4. Dan Ivascyn: Beyond the Base Case in 2026

    9 GEN

    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

    41 min
  5. Charting the Year Ahead with Marc Seidner

    12/12/2025

    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

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

    01/12/2025

    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

    44 min
  7. Macro, Markets and Musical Metaphors: A Very Enlightened Conversation with NewEdge Wealth’s Cameron Dawson

    10/11/2025

    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

    47 min
  8. From Gold to Gigawatts: Unpacking Today’s Commodity Markets

    21/10/2025

    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

    49 min
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Trailer

Descrizione

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.

Informazioni

  • Canale
    PIMCO
  • Creatore
    PIMCO
  • Anni di attività
    2024 - 2026
  • Puntate
    27
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © PIMCO 2024
  • Sito web del podcast
    PIMCO Accrued Interest

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