In this extra credit episode, PIMCO’s Marc Seidner and Pramol Dhawan sit with host Greg Hall for their Q3 PIMCO Perspectives discussion. They unpack the current market environment shaped by tariffs, a weaker US dollar, and fiscal challenges while spotlighting the value of global diversification and intermediate-duration bonds. Tune in for practical knowledge to help advisors build resilient portfolios and steer through market swings for their clients in the second half of 2025.
Part 1. Introduction
Part 2. The Global vs. U.S. Opportunity Set Today
Part 3. The Future of the Fed
Part 4. Asset Allocation: 60/40 or Something Else?
Part 5. How U.S. Macro Trends Could Play Out
Part 6. How Advisors Can Navigate Current Complexity
PIMCO Perspectives – Holding Steady Amid Whipsawing Markets
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