Moving Cash from Defense to Offense with Jerome Schneider

Given the uncertain outlook for risk assets and the economy, saving has effectively become “investing” for many. Now, more than ever, it’s important to be intentional in how you allocate cash. By tiering liquidity, advisors and their clients can seek to balance short-duration allocations across different timelines and needs - and make cash work harder in their portfolios.   

In this episode, Jerome Schneider, PIMCO’s Head of Short-Term Strategies, and Chad Van Dyk, Account Manager, sit down with host Greg Hall, Head of U.S. Global Wealth Management, to discuss all things short term and the right tail of risk in fixed income.

Cash – is it a price taker or a price maker? Liquidity can come at a cost, but for those who thoughtfully balance cash allocations across different short term approaches, we see opportunities at the front end of the yield curve.

Explore liquidity tiering - and why bond people don’t just see the glass half empty - with Jerome Schneider (Head of Short-Term Portfolio Management and Funding), Chad Van Dyk (Account Manager) and host Gregory Hall (Head of U.S.Global Wealth Management).
Key topics in today’s episode include:

• Jerome’s perspective on today’s market environment

• Why advisors and clients are now thinking of cash as an asset class

• Nuances across the full spectrum of short-term strategies

• The argument for tiering liquidity - and the outcomes it can create

• Valuation themes and the risk of single asset class vehicles

• ... and more.

How Can Your Cash Work Harder?

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