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  • Bond by Bond: Stories from the Bottom Up

    Bond by Bond

    Stories from the Bottom Up

    Get an inside look at how our global credit research uncovers investment opportunities for PIMCO’s clients.

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Tina Adatia
Fixed Income Strategist
Olivia A. Albrecht
Head of ESG Business Strategy
Joshua Anderson
Head of Global ABS Portfolio Management
Robert Arnott
Founder and Chairman, Research Affiliates
Andrew Balls
CIO Global Fixed Income
Rachel Betton
Portfolio Manager, Municipal Bonds
Justin Blesy
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David L. Braun
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Jelle Brons
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Nathaniel Brown
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Erin Browne
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Libby Cantrill
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John R. Cavalieri
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Josh Davis
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Pramol Dhawan
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Joachim Fels
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David Fisher
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Adam Gubner
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Bill Gurtin
PIMCO Municipals
Gregory Hall
Head of U.S. Global Wealth Management
David Hammer
Head of Municipal Bond Portfolio Management
Mary Hoppe
Daniel H. Hyman
Head of Agency MBS Portfolio Management
Daniel J. Ivascyn
Group Chief Investment Officer
Mark R. Kiesel
CIO Global Credit
Christine Long
Head of Retirement Marketing
Jason Mandinach
Head of Alternative Credit and Private Strategies
Chantal Manseau
Rene Martel
Head of Retirement
Scott A. Mather
CIO U.S. Core Strategies
Sean McCarthy
Head of Municipal Credit Research
Mohit Mittal
Portfolio Manager, Liability Driven Investment and Credit
James Moore
Alfred T. Murata
Portfolio Manager, Mortgage Credit
John Murray
Portfolio Manager, Commercial Real Estate
John Nersesian
Head of Advisor Education
Roger Nieves
Senior Advisor
Jason Odom
Strategist, Asset Allocation
Sonali Pier
Portfolio Manager, Multi-Sector Credit
Christina Pihos
Defined Contribution Marketing
Steven Pogorelec
Global Wealth Management
Chitrang K. Purani
Portfolio Manager, Financial Institutions
Libby Rodney
Steve A. Rodosky
Portfolio Manager, Real Return and Long Duration
Emmanuel Roman
Chief Executive Officer
Steve Sapra
Client Solutions & Analytics
Jerome M. Schneider
Head of Short-Term Portfolio Management
Marc P. Seidner
CIO Non-traditional Strategies
Greg E. Sharenow
Portfolio Manager, Real Assets
Anmol Sinha
Fixed Income Strategist
Candice Stack
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Cathy Stahl
Global Head of Marketing
Tim Steffen
Senior Consultant, Advisor Education
Christian Stracke
Global Head of Credit Research
Geraldine Sundstrom
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Christopher Tarui
Richard Thaler
Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business
Mark Thomas
Account Manager, Global Wealth Management
Jessica K. Tom
Senior Credit Analyst
Eve Tournier
Head of European Credit Portfolio Management
Jerry Tsai
Quantitative Research Analyst
Jamie Weinstein
Portfolio Manager, Head of Corporate Special Situations
Tiffany Wilding
North American Economist
Andrew T. Wittkop
Portfolio Manager, Treasuries, Agencies, Rates
Chris Brightman
Chief Investment Officer, Research Affiliates
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50th Anniversary Video
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An Introduction to Tax Planning Strategies
PIMCO Education

An Introduction to Tax Planning Strategies(video)

An Introduction to Tax Planning Strategies

Tim Steffen, senior consultant with PIMCO Advisor Education, takes us through tax planning strategies for 2021 and beyond, including the importance of a multi-year plan, qualified dividends and capital gains, and updated investment income tax rates. Interested in Continuing Education on the topic? Visit pimco.com/advisoreducation

PIMCO’s Active Investment Process

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