Sonali Pier

Sonali Pier, a portfolio manager at PIMCO, shares insights from her role at the $2 trillion asset manager. She highlights the attractive debt opportunities in U.S. banks and leisure sectors, particularly cruise lines, amidst current economic turbulence. Caution surrounds retail and auto industries, especially in Europe. The discussion also touches on strategies for navigating creditor conflicts during borrower distress, valuing private debt, and exploring asset-based finance opportunities, all while emphasizing the importance of credit quality in uncertain markets.

This podcast features Sonali Pier from PIMCO discussing advantages of fixed income investments, diversification strategies, navigating complex investment landscape of 2022, global approach to fixed income investing, team dynamics in investment strategy, and closing remarks on investments.