PIMCO Fixing Your Interest

PIMCO
  • 0.0 (0)
  • INVESTING

In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens. Your European lens on global change.

Episodes

  1. Geopolitics: Europe’s Place on the Global Stage

    11/28/2025

    Geopolitics: Europe’s Place on the Global Stage

    In this episode, two global economic heavyweights unpack Europe’s future amid rising protectionism and shifting power dynamics. The Right Honourable Gordon Brown—Chair of PIMCO’s Global Advisory Board and former UK Prime Minister—joins Andrew Balls, PIMCO’s CIO for Global Fixed Income, to explore: How politics is reshaping economics Opportunities for growth through lower rates, fiscal boosts, and trade negotiations From tariffs and tech to defence and innovation, how Europe is adapting to a more fragmented world. Tune in for insights on security, innovation, and investing in a changing Europe—straight from leaders shaping global policy and 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
  2. Credit Unwrapped: The Active Advantage Across Public, Private, and Everything In-Between

    11/19/2025

    Credit Unwrapped: The Active Advantage Across Public, Private, and Everything In-Between

    Fixed income is back in focus—and active management has never been more critical. In this episode, Christian Stracke, PIMCO’s President and Rupert Harrison, Senior Advisor to the UK Portfolio Management Team at PIMCO, share insights on: • Why active management matters in volatile markets • The resurgence of fixed income and locking in yields • How public and private credit are converging • Opportunities and risks in private markets—from asset-based finance to regulation • Leveraging global scale and AI to stay ahead Discover how PIMCO positions portfolios for what’s next across the capital spectrum. 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

    25 min
  3. UK Market Outlook: From the BoE to the Budget—What Investors Need to Know

    11/19/2025

    UK Market Outlook: From the BoE to the Budget—What Investors Need to Know

    The UK is at an inflection point. In this episode, Rupert Harrison CBE—Senior Adviser at PIMCO and former Chief Economic Adviser to the UK government—and Dr. Peder Beck-Friis, Economist at PIMCO, unpack: • How Bank of England policy and inflation trends shape fixed income • Why gilts remain attractive and where duration matters most • The impact of fiscal constraints and upcoming budget decisions • Strategic positioning for UK investors amid volatility and macro shifts • PIMCO’s perspective on resilience, quality, and risk management Tune in for actionable insights on navigating the UK’s evolving investment landscape. 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

    27 min
  4. From Cycles to Structure: Europe’s Investment Story

    11/19/2025

    From Cycles to Structure: Europe’s Investment Story

    Europe is investible again—but the playbook is changing. In this episode, Nicola Mai, PIMCO’s Economist and Sovereign Credit Analyst, alongside PIMCO Portfolio Managers, Konstantin Veit and Sara Adjir break down: • The ECB’s neutral stance and what it means for rates • Why Europe faces stagnation, not recession—and the structural reforms needed • Political dynamics shaping fiscal policy across France, Germany, Italy, and Spain • Investment opportunities in sovereign and corporate credit amid attractive yields • How to position for resilience in a fragmented global economy Tune in for insights on Europe’s evolving economic landscape and where investors can find value 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

    28 min
  5. Investing in Emerging Europe & Beyond

    11/19/2025

    Investing in Emerging Europe & Beyond

    Emerging markets are entering a new chapter—and investors are taking notice. In this episode, Yacov Arnopolin, Portfolio Manager and co-chair of PIMCO’s emerging markets portfolio committee, and Michael Davidson, Portfolio Manager in PIMCO’s emerging markets group, explore: • Why flows are returning to Emerging Markets after years of outflows • The rise of local currency strategies and diversified benchmarks • Frontier markets’ recovery and where elevated yields offer opportunity • How improved credit quality and political transitions shape risk • Currency dynamics, macro tailwinds, and why active management matters Tune in for practical insights on navigating EM—from sovereigns to corporates, FX to frontier bonds—in a world of shifting risks and opportunities. 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

    28 min
  6. From Bricks to Bytes: The New Frontiers in Real Estate Investment

    11/19/2025

    From Bricks to Bytes: The New Frontiers in Real Estate Investment

    Real estate is transforming—fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape. In this episode of Fixing Your Interest, Lalantika Medema, Alternative Credit Strategist at PIMCO, and Kirill Zavodov, Portfolio Manager and Head of European Real Estate Equity at PIMCO, explore: • The evolution of real estate markets and the convergence with infrastructure • Institutionalization of alternative sectors and portfolio diversification trends • ESG pressures, energy sourcing, and Europe’s regulatory challenges • Financing models for capital-intensive assets • Investor dynamics—from hyperscalers to sovereign funds and pension schemes • How demographic shifts and deglobalization are influencing strategy Tune in for insights on how resilient income streams and alternative sectors are redefining portfolios across Europe and beyond. Subscribe for more episodes that connect macro forces, market opportunities, and expert perspectives from PIMCO. 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

    19 min
  7. Welcome to Fixing Your Interest

    TRAILER

    Welcome to Fixing Your Interest

    Your European lens on global change. Listen to the podcast now!

    1 min

Trailer

About

In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens. Your European lens on global change.

Information

  • Channel
    PIMCO
  • Creator
    PIMCO
  • Years Active
    2K
  • Episodes
    7
  • Rating
    Clean

More From PIMCO