PIMCO Accrued Interest
Extra Credit: PIMCO Perspectives with Marc Seidner and Pramol Dhawan
Apr 29, 2025
Pramol Dhawan, Head of Emerging Markets at PIMCO, and Mark Seidner, CIO of Nontraditional Strategies at PIMCO, dive into the challenges investors face with rapid U.S. policy shifts. They explore the precarious state of the U.S. dollar and the implications of trade wars. The duo emphasizes the value of active management in volatile markets and the need for global diversification. Additionally, they discuss the importance of flexibility in building resilient portfolios, especially for fixed-income investors seeking higher yields.
35:21
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Quick takeaways
- Investors should explore global diversification to mitigate volatility and capitalize on opportunities outside the U.S. amid changing market dynamics.
- The rise in geopolitical tensions and shifting capital flows demand a reevaluation of U.S. assets, leading to a potential weaker dollar and increased foreign investment in other markets.
Deep dives
Opportunity for Global Diversification
U.S.-based investors are encouraged to consider global diversification to mitigate volatility in domestic markets. The current financial landscape presents significant opportunities for allocating capital outside the U.S., which could yield benefits during uncertain times. With the U.S. fixed income market exhibiting stability, it is essential to balance these investments with potential avenues located internationally. This balanced approach allows investors to exploit emerging markets and non-dollar assets, which may enhance overall portfolio performance.
