Investing In High Quality Credit

2025-05-21 05:40:00 ET

Summary

• CIO of Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why active management matters in credit markets today and how the current environment is creating key investment opportunities for high quality bonds.
• With a global credit portfolio management team of 40 portfolio managers and 85 analysts around the world, PIMCO is uniquely positioned to capitalize on the global opportunities in the public credit markets today.
• Today we are positioned to capitalize on areas of the credit market, which should benefit from deregulation, such as banks and select investments in the energy industry.

Transcript

Mark R. Kiesel: We have managed dedicated credit at PIMCO now for over 25 years, with a strong track record. High quality bond yields are attractive today - both absolute and relative. Yields are now near 15-year highs and bonds look very cheap, particularly relative to equities. Importantly, there's a catalyst with economic growth slowing, we believe central banks like the Fed are likely to lower rates. In our view, investors won't be able to get these yields one to two years from now....

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