Pramol Dhawan

Pramol Dhawan, Head of Emerging Markets at PIMCO, and Mark Seidner, CIO of Nontraditional Strategies at PIMCO, dive into the challenges investors face with rapid U.S. policy shifts. They explore the precarious state of the U.S. dollar and the implications of trade wars. The duo emphasizes the value of active management in volatile markets and the need for global diversification. Additionally, they discuss the importance of flexibility in building resilient portfolios, especially for fixed-income investors seeking higher yields.

Marc Seidner, CIO of Nontraditional Strategies at PIMCO, and Pramol Dhawan, head of the emerging market investment business at PIMCO, delve into the current market dynamics shaped by tariffs and a weakening dollar. They discuss the importance of global diversification and the challenges posed by evolving U.S. macro trends. Insightful strategies for asset allocation are shared, addressing whether a classic 60/40 approach still holds. Advisors will find valuable tips to help navigate market complexities and enhance portfolio resilience as we approach the end of 2025.