Bloomberg Businessweek Bloomberg Businessweek Weekend: May 9th, 2025 (Podcast)
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May 10, 2025 Manny Roman, CEO of PIMCO, shares insights on managing over $2 trillion in assets while navigating market volatility. Robin Gru, CEO of Mann Group, discusses the challenges of global trade tariffs and the housing affordability crisis. Andrew Smith from Bayview Asset Management explores the unpredictable nature of fiscal debt and its impact on investment strategies. They delve into cautious optimism around market dynamics, emphasizing innovative solutions and the importance of strategic partnerships in today's challenging economic landscape.
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Tariffs Reshape Global Economy
- Tariffs are likely to remain high for the foreseeable future, requiring adjustments in economic growth and inflation expectations.
- Companies will need to re-engineer supply chains to optimize costs amid this new tariff landscape.
Volatility Creates Alpha Opportunities
- Market volatility offers investment opportunities and sources of alpha through dynamic portfolio adjustments and global asset diversification.
- Bonds like Australian duration can add value when hedged appropriately despite FX volatility.
Embrace Persistent Volatility
- Volatility is here to stay and investors must lean into it to generate returns.
- Despite misdirected market behavior, opportunities in Europe and Asia are emerging for active and alternative investments.