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 and an expert in fixed income and monetary policy, sits down with Bloomberg's team to discuss potential Fed rate cuts. He shares insights on how these cuts might reshape fixed income investments and the evolving landscape of bond yields. The conversation also dives into the impact of political events on market dynamics and strategies for navigating investment challenges in a competitive environment. Roman emphasizes the importance of data dependency and risk management in today’s financial strategies.