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
