Jason Duko

Join Jason Duko, Executive Vice President and Portfolio Manager at PIMCO, as he shares insights on the current landscape of fixed income and credit markets. He highlights PIMCO's macro view on growth and inflation amid a challenging bond market. Duko explains why bonds are becoming attractive again and contrasts unsecured high yield with secured bank loans. He also delves into the impact of private credit on public markets and discusses the value in agency mortgage securities and private investment-grade debt funding AI infrastructure. A must-listen for investment enthusiasts!