Where will the higher cost of capital start to bite? For some of the lowest-rated borrowers, it may already be happening.
Lotfi Karoui looks at five areas that stand out. Lower quality corporate credit, AI debt, and real estate are all on his list. Read the latest The Credit Market Lens: linkedin.com/pulse/other-sid…
Watch Rich Clarida on @CNBC today at 8:15AM PT/ 11:15AM ET Bio: pimco.com/us/en/experts/rich…
Even though rising rates have been dominating the headlines, PIMCO Group CIO Dan Ivascyn says the story isn’t the volatility, it’s the high starting yields.
In his latest conversation with Greg Hall, Dan explains why today’s fixed income markets may have something for everyone, from opportunities to generate income and diversify risk to building more resilient portfolios.
Listen on Apple: pim.co/05d47c
Listen on Spotify: pim.co/0b0709
Watch Jerome Schneider on @CNBC today at 11:40AM PT/ 2:40PM ET Bio: pimco.com/experts/jerome-sch…
October Fed preview. Tiffany Wilding expects a hold at 3.75%–4.0% with a clear tightening bias. The most likely next move? A 25-basis-point hike in December.
Read her latest Macro Signposts → pim.co/d6aa66
Watch Lotfi Karoui on @BloombergTV today at 9:30AM PT/ 12:30PM ET Bio: pimco.com/experts/lotfi-karo…
A lot is happening in credit markets right now: Treasury yields, the technology sector's ongoing capex cycle, and historically tight spreads.
Lotfi Karoui explains the key implication for investors today. ⬇️
Improved optics don’t necessarily mean improved economics. For weaker software credits, AI disruption and elevated refinancing costs continue to create challenges. Read the latest Credit Market Lens from Lotfi Karoui. linkedin.com/pulse/improved-…
Watch and Listen to Toni Crescenzi on @BloombergTV & @BloombergRadio today at 5:20AM PT/ 8:20AM ET Bio: pimco.com/experts/toni-cresc…
Watch Andrew Balls on @BloombergTV today at 3:45AM PT/ 6:45AM ET Bio: pimco.com/experts/andrew-bal…
Watch Libby Cantrill on @FoxBusiness today at 11:25AM PT/ 2:25PM ET Bio: pimco.com/experts/libby-cant…
U.S. spending on AI is powering factories and exports across Asia as more economies build AI capacity. In her latest Macro Signposts, Tiffany Wilding explains why AI has become a global growth driver and the risks if spending slows. Read it here → pim.co/d27358
Listen to Libby Cantrill on @BloombergRadio today at 4:40AM PT/ 7:40AM ET Bio: pimco.com/experts/libby-cant…
Watch Libby Cantrill on @BloombergTV today at 4:15AM PT/ 7:15AM ET Bio: pimco.com/experts/libby-cant…
Income Update with Dan Ivascyn: how the team is positioning for today’s rate environment, the role of high-quality duration in today's portfolios, and the opportunities we're finding across global fixed income.
Register now → pim.co/a85b55
Watch Tiffany Wilding on @CNBC today at 5:35AM PT/ 8:35AM ET Bio: pimco.com/experts/tiffany-wi…
After years of borrower-friendly underwriting, the tide may be shifting in direct lending. New loans are generally offering wider spreads, lower leverage, larger equity cushions, and stronger debt-servicing capacity. Lotfi Karoui explains in The Credit Market Lens → linkedin.com/pulse/green-sho…
When information is endless and AI-advice is everywhere, the modern advisors' edge may come from something that technology can’t replicate: trust and human connection.
David Chubak, Head of Wealth Management and Field Management at Edward Jones, joins Greg Hall on the Accrued Interest podcast to share how, in a world with more answers and anxiety than ever, advisors can build stronger client relationships.
Listen on Apple: podcasts.apple.com/us/podcas…
Listen on Spotify: open.spotify.com/episode/4JR…