PIMCO Fixing Your Interest

Bond markets have been transformed by a generational reset in yields, creating a very different backdrop for investors than just a few years ago. In this episode of Fixing Your Interest, Mohit Mittal, CIO of Core Strategies at PIMCO, joins economist Peder Beck-Friis to discuss why the opportunity set in fixed income has expanded and what that means for portfolios today. They explore the outlook fo...

Active ETFs are gaining traction, but many misconceptions remain, especially in fixed income. In this episode of Fixing Your Interest, we explore how the ETF market is evolving and delve into active versus passive approaches to the bond market. We look at how ETFs work in practice, what’s driving their wider adoption, and why investors are increasingly looking beyond passive strategies. We also di...

John Studzinski, PIMCO Vice Chairman, speaks with Libby Cantrill, PIMCO’s head of public policy, to get the view from Washington on the big topics of the moment. Together they explore what might come next in the Iran conflict, as well as its implications for the midterm elections and the US relationship with China. They also look at what lies ahead for the Federal Reserve and its chair-in-waiting...

Public and private credit markets are evolving fast, reshaping how investors think about risk, return and liquidity. In this episode of Fixing Your Interest, we explore what’s driving today’s credit landscape, where valuations stand, and how investors can navigate growing dispersion across markets. From This Episode In this episode, Lotfi Karoui, Multi Asset Credit Strategist and Co Head of Client...

Today’s episode takes you inside bond markets at a moment of heightened geopolitical uncertainty and shifting macro dynamics. Andrew Balls, CIO of Global Fixed Income, and Christian Stracke, PIMCO President, explore how the current Middle East turbulence is shaping inflation pressures, interest rate expectations and market volatility across developed and emerging economies. They will unpack what’s...

From gold’s surge to oil’s evolving dynamics, commodities are once again commanding investors’ attention. In this episode of Fixing Your Interest, we break down what’s driving the asset class and where the biggest opportunities and risks now lie. Greg Sharenow, Head of Commodities at PIMCO sits down with Ryan Blute, head of PIMCO’s global wealth management business in EMEA, to dig into the commodi...

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...

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 • Opportu...

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...

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 Fra...

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...

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 r...

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