Marc Seidner
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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.
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.
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.
Cuts and Consequences
Balanced risks to inflation and employment indicate it’s time for the Fed to normalize interest rates, enhancing a positive backdrop for bonds.
Summer of Dispersion
In this PIMCO Perspectives, we explore the dispersion playing out across monetary policy and financial markets.
The Cost of Cash: A $6 Trillion Question
In this PIMCO Perspectives, we examine how the return of elevated bond yields comes at an opportune time to consider shifting out of cash.