Manny Roman

Manny Roman, CEO of PIMCO, discusses the explosive need for private credit financing in the AI data center boom and the importance of careful capital deployment amid uncertainty. He warns that historical recessions could significantly impact private market returns. Max Kettner, Chief Multi-Asset Strategist at HSBC, explores the current equity rally and posits that a Federal Reserve rate cut could drive asset inflation, despite concerns about potential policy reversals. Their insights shed light on pivotal market dynamics.

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.

Rob Casey, a Senior Analyst at Signum Global Advisors, discusses how a recent assassination attempt on Trump may energize his supporters. Lori Calvasina, Head of Equity Strategy at RBC Capital Markets, analyzes the potential shift to small-cap stocks if the Fed cuts interest rates by 25bps. Manny Roman, CEO of PIMCO, emphasizes the current underinvestment in fixed income, revealing a growing interest in bonds amidst economic uncertainty. Together, they explore investment strategies and the implications of political dynamics on the market.

Manny Roman, CEO of PIMCO, shares his insights on the booming AI infrastructure investment landscape. He discusses the enormous global demand for data centers and the critical energy needs tied to this expansion. Manny emphasizes prudent deal valuations to avoid over-investment in tech, and highlights the importance of navigating uncertain markets with humility. He also explores opportunities in fixed-income markets amidst higher rates and cross-border investment strategies. Additionally, he offers thoughts on the evolving state of US exceptionalism and Fed policy credibility.

Manny Roman, CEO of PIMCO, delves into market disruptions, offering strategies for navigating volatility in bonds and investments. Armen Panossian, Co-CEO of Oaktree Capital, shares keen insights on credit spreads and the dynamics of private credit amidst economic uncertainty. Together, they discuss the importance of the U.S. treasury market, the shifting investor sentiment shaped by geopolitical events, and the intricate partnerships between larger corporations and private credit managers.