Marc Seidner
In this extra credit episode, PIMCO’s Marc Seidner and Pramol Dhawan sit with host Greg Hall for their Q3 PIMCO Perspectives discussion. They unpack the current market environment shaped by tariffs, a weaker US dollar, and fiscal challenges while spotlighting the value of global diversification and intermediate-duration bonds. Tune in for practical knowledge to help advisors build resilient portfolios and steer through market swings for their clients in the second half of 2025.
Holding Steady Amid Whipsawing Markets
The outlook for the second half of 2025 remains favorable for strategies emphasizing global diversification and risk mitigation.
3 Bond Myths Dispelled
Marc Seidner, CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. In this episode with the authors of PIMCO Perspectives on Trade Wars and the U.S. Dollar, we break down what these shifts mean for financial advisors and their portfolios, exploring the implications of evolving U.S. policies on client strategies.
Trade Wars and the U.S. Dollar
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
An extra credit exclusive with the authors of PIMCO Perspectives on Where to Look When Equities Are Priced for Exceptionalism. Lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification. We breakdown what this means for financial advisors and their portfolios.
Lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification.
The first trade skirmish of the second Trump administration has reverberated through global markets, highlighting the ongoing uncertainty in international trade relations.
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.