Manny Roman

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, 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.

Manny Roman, CEO of PIMCO and the world’s largest active bond manager, shares his insights on U.S. debt levels, highlighting a thought from Janet Yellen: “It’s not a problem until it becomes a problem.” He discusses the dynamics of the bond market amid government shifts and emphasizes the critical role of U.S. Treasuries and the dollar's status in global finance. Roman also explores strategies for navigating market volatility and the potential implications of rising yields and stagflation, urging investors to adapt to these economic complexities.

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.