AFMC - Yield Advantage: Key Takeaways From PIMCO's Secular Outlook
2024-07-17 08:30:00 ET
Summary
- Explore key themes from our Secular Outlook, including fiscal policy, geopolitical risks, AI, and upcoming elections, and learn how these factors could shape the future of fixed income markets.
- 2024 elections obviously can potentially be a disruptor as well.
- Real yields (looking at inflation-indexed bonds) are at levels that we haven't seen in 15 years.
Transcript
Dragesic: Rich, our secular forums are at the heart of PIMCO's investment process and has been for multiple decades. It provides a useful compass for navigating the global markets over the next five years, and having this long-term view is important because it's a complement to our cyclical outlook that focuses on the next 6 to 12 months. Can you provide some of the key insights and themes that came out of our conversation?...
Yield Advantage: Key Takeaways From PIMCO's Secular Outlook