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-1 дн.
Инвестиции

Инвестиции

20 февр.

14 АПР.

“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.

14 апр.

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58 мин.
-18 Ч

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.

-18 ч

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49 мин.
-1 ДН.

The Credit Market Lens: Software Stuck in a Trough

In this episode, we discuss how, the software sector remains challenged by pressured valuations, uncertain recoveries, and less reliable sponsor support. 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

-1 дн.

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7 мин.
-5 ДН.

Why the Fed Could Shrink Its Balance Sheet Again (and Markets Might Not Notice)

In this episode, we discuss why the Federal Reserve could further shrink its balance sheet and why, if done gradually, markets may see little impact. 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

-5 дн.

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12 мин.
17 МАР.

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

17 мар.

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50 мин.
31 МАР.

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

31 мар.

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46 мин.
13 АПР.

The Credit Market Lens: Oil Supply Shocks Don’t Age Well

In this episode, we discuss how, Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures. 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

13 апр.

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7 мин.
10 ФЕВР.

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

10 февр.

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56 мин.
10 МАР.

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

10 мар.

•

44 мин.
9 АПР.

U.S. Employment Volatility Masks Structural Shift

In this episode, we discuss how volatile U.S. employment data is masking a structural shift toward slower labor force growth and greater reliance on productivity -- and perhaps AI -- to drive GDP growth. 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

9 апр.

•

10 мин.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help give our clients an edge as they pursue their long-term goals.

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Популярные подкасты

“Zooming Out” with Ted Seides of Capital Allocators

Municipal Bond Reset: Volatility, Selectivity and the Active Advantage

The Credit Market Lens: Software Stuck in a Trough

Why the Fed Could Shrink Its Balance Sheet Again (and Markets Might Not Notice)

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

Practice Makes Perfect: Unlocking Tax Alpha in 2026

The Credit Market Lens: Oil Supply Shocks Don’t Age Well

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

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

U.S. Employment Volatility Masks Structural Shift

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