Marc Seidner
Latest Insights
Cash rates are falling and starting yields in fixed income remain elevated. Marc Seidner, CIO non traditional strategies, breaks down areas of opportunity for active bond investors – and why quality and diversification matter more than ever.
Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner, CIO non-traditional strategies, explains how we’re approaching portfolio construction now.
Strategies to strengthen and diversify portfolios need to adapt to a world where geopolitical risk is a feature rather than a bug.
In this brief update, Marc Seidner, CIO of non-traditional strategies, shares how we're managing risk amid rising geopolitical uncertainty, and why today's higher yields and active management can help bonds serve as a cushion against volatility.
Surprise, rather than stability, may be the defining feature of 2026 as policy volatility reshapes markets and investment opportunities.
Marc Seidner, CIO non-traditional strategies, explains why it isn’t “too late” for bonds.
In our last episode of 2025, here are 5 big themes we think will be critical to investment decisions in 2026. Join Greg Hall and Marc Seidner for a discussion about stocks, credit, commodities, and munis, and of course it wouldn’t be Accrued Interest without a fair bit of fixed income! Ugly Christmas sweaters optional…
Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
Marc Seidner, CIO of Non-traditional Strategies, explores opportunities across equities, bonds, credit, and commodities that have the potential to offer investors resilience and diversification.
Bond returns have been strong – and the opportunity is far from over. With compelling yields and excess return potential across public and private markets, Marc Seidner, CIO non-traditional strategies, shares why fixed income remains a powerful tool for generating durable income and managing risk.
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.
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.