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. “Zooming Out” with Ted Seides of Capital Allocators

    5 天前

    “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.

    58 分鐘
  2. Practice Makes Perfect: Unlocking Tax Alpha in 2026

    3月31日

    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

    46 分鐘
  3. Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui

    3月17日

    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

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

    3月10日

    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 分鐘
  5. Expect the Unexpected with Pramol Dhawan

    2月24日

    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 分鐘
  6. Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal

    2月10日

    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 分鐘
  7. Dan Ivascyn: Beyond the Base Case in 2026

    1月9日

    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 分鐘
  8. Charting the Year Ahead with Marc Seidner

    2025/12/12

    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 分鐘
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簡介

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.

資訊

  • 頻道
    PIMCO
  • 創作者
    PIMCO
  • 活躍年代
    2024年 - 2026年
  • 集數
    30
  • 年齡分級
    兒少適宜
  • 版權
    © PIMCO 2024
  • 節目網站
    PIMCO Accrued Interest

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