In this episode, we have the pleasure of catching up with David Braun, Senior Portfolio Manager at Pacific Investment Management Company (PIMCO). Inflation has emerged as one of the key risks to the market narrative as it remains top of mind by many Americans as expressed in recent polling. We discuss PIMCO’s outlook on inflation and why current elevated readings will likely prove to be ‘transitory’ rather than permanent and also discuss the firm’s views on interest rates and fixed income spread sectors such as corporate and mortgage-backed bonds.
