Experts
Vinayak Seshasayee
Portfolio Manager, Generalist
Mr. Seshasayee is an executive vice president and generalist portfolio manager in the New York office, leading Canadian portfolio management. He is a member of PIMCO’s Americas portfolio committee. Previously, he was a portfolio manager on the MBS and investment grade credit desks and a member of PIMCO’s diversified income portfolio management team. Prior to joining PIMCO in 2013, he was a member of the fixed income research group at Morgan Stanley. He is currently a member of the Canadian Fixed-Income Forum (CFIF), a group set up by the Bank of Canada to share bond market information between market participants and the central bank. He has 14 years of investment experience and holds an MBA from the University of Chicago Booth School of Business. He received an undergraduate degree from the Indian Institute of Technology, Mumbai.
Viewpoints
25/04/2023
We believe Canada’s banking sector is more insulated from some of the issues facing the U.S. banking system, and as a result, credit conditions in Canada may tighten less than in the U.S.
Viewpoints
19/10/2022
Cyclical and structural differences between the Canadian and U.S. economies suggest monetary policy may differ as well.
Blog
28/04/2022
The Bank of Canada embarked on a swift tightening path, but secular forces still weigh on the longer-run interest rate outlook.
Viewpoints
23/08/2021
On the surface, Canada housing prices seem bubbly, but a closer look shows secular fundamental trends are driving most of the appreciation.