Mike Cudzil
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The Future of the GSEs: Do No Harm
A rushed exit from conservatorship could increase mortgage rates and worsen home affordability.
Policy Volatility and Market Implications
Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era.
The spike in bond yields presents an opportunity for fixed income investors to earn capital gains and diversify portfolios.
Despite inflation trending lower, bond yields have risen higher. Mike Cudzil, portfolio manager, explains the reasons behind the surge and why we think fixed income is particularly attractive right now.
Investing Across the Spectrum: Part 1
Mike Cudzil, portfolio manager, fixed income, and Jason Steiner, portfolio manager, alternative credit, discuss the current real estate landscape, what opportunities exist in real estate, and why PIMCO is well-positioned to respond quickly to these opportunities.
The sovereign credit rating cut is unlikely to significantly change views toward U.S. Treasuries, but questions about debt sustainability may grow louder over time.