Money Maze Podcast
127: PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager
Feb 15, 2024
Emmanuel, Former CEO of Man Group and current CEO of PIMCO, discusses the landscape for fixed income investors. He explains PIMCO's mission and the opportunities in credit and emerging market debt. He emphasizes the importance of active management in fixed income and the transformative role of AI in finance. Emmanuel also highlights the retreat of banks in lending and the European growth dilemma.
55:47
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Quick takeaways
- Active fixed income management has proven to beat the benchmark consistently, making it a more attractive option than passive fixed income.
- Artificial intelligence (AI) and deep learning offer significant potential for investment management, leading to improved data curation, faster market analyses, and enhanced investment decision-making.
Deep dives
The Benefits of Active Fixed Income Management
Active fixed income management has proven to beat the benchmark consistently, making it a more attractive option than passive fixed income. With the right asset allocation and risk management, active managers can outperform their benchmarks. This is particularly true in fixed income, where the benchmark composition is different from equities and doesn't always make sense. Active management allows for more nuanced decision-making based on relative value across countries and sectors, providing opportunities for better performance.
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