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Why Bonds Could Beat Stocks | Mark Kiesel, PIMCO’s Global Credit CIO

In this episode, Mark Kiesel, CIO of Global Credit at PIMCO, joins host Mitchell Sneddon to share how the bond giant sees rare opportunity in fixed income. Mark explains why now might be one of the best times in a decade for investors to reallocate to bonds, the macro shifts he’s watching, and how PIMCO uses its $2 trillion scale to gain unique insights and generate alpha.

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About this episode

In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:

  • Why now could be a generational opportunity for bond investors
  • Mark’s outlook on inflation, interest rates and the global economy
  • PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
  • What airlines and housing trends are saying about the next economic slowdown

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Topics Covered

  • Mark’s visit to Australia and on-the-ground insights
  • How PIMCO’s massive scale drives bond market advantage
  • His famous 2006 call to sell his home pre-GFC
  • Why inflation is likely to fall and bond markets may rally
  • The “slimming down” theory and macroeconomic signals
  • What airlines, autos and housing are telling us about sentiment
  • Mark’s contrarian outlook and long-term investing mindset

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