The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions
Australian Investors Podcast
How EARN targets returns above cash
Owen asks where the 75–125bps target comes from; Rob explains credit selection, curve positioning and diversified levers to add yield.
In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now.
If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get:
- Rob's lessons from 20 years in bonds- Does timing matter?
- Why 95% of a bond's return is the starting point
- How to understand the 'yield curve' and maturities
- Does Rob think now is the best time to invest in 20 years?
- PIMCO's new EARN ETF and what it doesIf you like this Australian
Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.This podcast is proudly sponsored by PIMCO.
Who is Rob Mead?
Robert Mead is a managing director in the PIMCO Sydney office and co-head of Asia-Pacific portfolio management. Previously, he was an executive vice president of the PIMCO Group, based between Munich and London. Prior to joining PIMCO in 2003, he was a managing director and head of European fixed income at Citigroup Asset Management based between London and New York.He has 36 years of investment experience and holds an undergraduate degree from University of Technology, Sydney, and a graduate diploma in applied finance and investments from the Securities Institute of Australia. Episode Resources - View PIMCO ETFs - Episode with PIMCO's Kanish Chugh on Active v Passive - PIMCO's Aaditya Thakur on Aussie bonds and what an FI manager actually does - Ask a question (select the Investors podcast)
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Rask Resources
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) #bondinvesting #investing #ETFs
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