In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.
Your European lens on global change.
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Credit Unwrapped: The Active Advantage Across Public, Private, and Everything In-Between
Saison 1 · Épisode 2
mercredi 19 novembre 2025 • Durée 24:58
Fixed income is back in focus—and active management has never been more critical. In this episode, Christian Stracke, PIMCO’s President and Rupert Harrison, Senior Advisor to the UK Portfolio Management Team at PIMCO, share insights on:
• Why active management matters in volatile markets
• The resurgence of fixed income and locking in yields
• How public and private credit are converging
• Opportunities and risks in private markets—from asset-based finance to regulation
• Leveraging global scale and AI to stay ahead
Discover how PIMCO positions portfolios for what’s next across the capital spectrum.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
UK Market Outlook: From the BoE to the Budget—What Investors Need to Know
Saison 1 · Épisode 3
mercredi 19 novembre 2025 • Durée 27:06
The UK is at an inflection point. In this episode, Rupert Harrison CBE—Senior Adviser at PIMCO and former Chief Economic Adviser to the UK government—and Dr. Peder Beck-Friis, Economist at PIMCO, unpack:
• How Bank of England policy and inflation trends shape fixed income
• Why gilts remain attractive and where duration matters most
• The impact of fiscal constraints and upcoming budget decisions
• Strategic positioning for UK investors amid volatility and macro shifts
• PIMCO’s perspective on resilience, quality, and risk management
Tune in for actionable insights on navigating the UK’s evolving investment landscape.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
From Cycles to Structure: Europe’s Investment Story
Saison 1 · Épisode 4
mercredi 19 novembre 2025 • Durée 27:37
Europe is investible again—but the playbook is changing. In this episode, Nicola Mai, PIMCO’s Economist and Sovereign Credit Analyst, alongside PIMCO Portfolio Managers, Konstantin Veit and Sara Adjir break down:
• The ECB’s neutral stance and what it means for rates
• Why Europe faces stagnation, not recession—and the structural reforms needed
• Political dynamics shaping fiscal policy across France, Germany, Italy, and Spain
• Investment opportunities in sovereign and corporate credit amid attractive yields
• How to position for resilience in a fragmented global economy
Tune in for insights on Europe’s evolving economic landscape and where investors can find value today.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
Welcome to Fixing Your Interest
vendredi 14 novembre 2025 • Durée 01:02
Your European lens on global change. Listen to the podcast now!
From Bricks to Bytes: The New Frontiers in Real Estate Investment
Saison 1 · Épisode 6
mercredi 19 novembre 2025 • Durée 19:21
Real estate is transforming—fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape. In this episode of Fixing Your Interest, Lalantika Medema, Alternative Credit Strategist at PIMCO, and Kirill Zavodov, Portfolio Manager and Head of European Real Estate Equity at PIMCO, explore:
• The evolution of real estate markets and the convergence with infrastructure
• Institutionalization of alternative sectors and portfolio diversification trends
• ESG pressures, energy sourcing, and Europe’s regulatory challenges
• Financing models for capital-intensive assets
• Investor dynamics—from hyperscalers to sovereign funds and pension schemes
• How demographic shifts and deglobalization are influencing strategy
Tune in for insights on how resilient income streams and alternative sectors are redefining portfolios across Europe and beyond. Subscribe for more episodes that connect macro forces, market opportunities, and expert perspectives from PIMCO.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
Investing in Emerging Europe & Beyond
Saison 1 · Épisode 5
mercredi 19 novembre 2025 • Durée 28:08
Emerging markets are entering a new chapter—and investors are taking notice. In this episode, Yacov Arnopolin, Portfolio Manager and co-chair of PIMCO’s emerging markets portfolio committee, and Michael Davidson, Portfolio Manager in PIMCO’s emerging markets group, explore:
• Why flows are returning to Emerging Markets after years of outflows
• The rise of local currency strategies and diversified benchmarks
• Frontier markets’ recovery and where elevated yields offer opportunity
• How improved credit quality and political transitions shape risk
• Currency dynamics, macro tailwinds, and why active management matters
Tune in for practical insights on navigating EM—from sovereigns to corporates, FX to frontier bonds—in a world of shifting risks and opportunities.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
Geopolitics: Europe’s Place on the Global Stage
Saison 1 · Épisode 1
vendredi 28 novembre 2025 • Durée 37:40
In this episode, two global economic heavyweights unpack Europe’s future amid rising protectionism and shifting power dynamics. The Right Honourable Gordon Brown—Chair of PIMCO’s Global Advisory Board and former UK Prime Minister—joins Andrew Balls, PIMCO’s CIO for Global Fixed Income, to explore:
How politics is reshaping economics
Opportunities for growth through lower rates, fiscal boosts, and trade negotiations
From tariffs and tech to defence and innovation, how Europe is adapting to a more fragmented world.
Tune in for insights on security, innovation, and investing in a changing Europe—straight from leaders shaping global policy and markets.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
From Rates to Risk: Investing Amid Middle East Volatility
vendredi 13 mars 2026 • Durée 22:44
Today’s episode takes you inside bond markets at a moment of heightened geopolitical uncertainty and shifting macro dynamics.
Andrew Balls, CIO of Global Fixed Income, and Christian Stracke, PIMCO President, explore how the current Middle East turbulence is shaping inflation pressures, interest rate expectations and market volatility across developed and emerging economies.
They will unpack what’s been driving the recent moves in rates, how central banks may respond, what this environment means for building portfolios, and where active fixed income investors might find opportunities amid the uncertainty.
1. Geopolitics has driven outsized market moves that don’t align with fundamentals
2. Central banks are likely to remain cautious and avoid knee-jerk reactions.
3. In portfolios, careful liquidity management is key, while being on lookout for selective, high-quality opportunities.
4. Existing credit risks and vulnerabilities may be amplified by the economic fallout from recent events, but opportunities will also appear.
5. It’s important to have an active approach, focusing on quality and diversification across developed and emerging markets.
Discover how PIMCO is navigating the current investment landscape.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
Material Matters: Digging into Commodities
vendredi 20 février 2026 • Durée 33:21
From gold’s surge to oil’s evolving dynamics, commodities are once again commanding investors’ attention. In this episode of Fixing Your Interest, we break down what’s driving the asset class and where the biggest opportunities and risks now lie.
Greg Sharenow, Head of Commodities at PIMCO sits down with Ryan Blute, head of PIMCO’s global wealth management business in EMEA, to dig into the commodities complex.
• The role commodities can play in a diversified portfolio
• What’s behind the rally in gold - and why silver is a poor substitute
• Key macro drivers shaping commodities over the coming years
• How to think about the fair value of oil
• Why copper may be one of the most compelling multi year opportunities
Discover how PIMCO is navigating the shifting commodities landscape and where the next big moves might emerge.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
Rethinking Rates, Inflation and Duration
vendredi 26 juin 2026 • Durée 30:03
Bond markets have been transformed by a generational reset in yields, creating a very different backdrop for investors than just a few years ago.
In this episode of Fixing Your Interest, Mohit Mittal, CIO of Core Strategies at PIMCO, joins economist Peder Beck-Friis to discuss why the opportunity set in fixed income has expanded and what that means for portfolios today.
They explore the outlook for inflation, central bank policy and duration, as well as the forces reshaping markets, including geopolitics, AI investment and rising government debt. They also discuss where they see the most compelling opportunities across global fixed income and why diversification and active management may matter more than ever.
From This Episode: In this episode, PIMCO economist Peder Beck-Friis is joined by Mohit Mittal, PIMCO’s CIO of Core Strategies.
Together, they examine how higher starting yields have changed the investment landscape and why fixed income looks more attractive today than it has in many years. The discussion explores whether inflation is likely to remain above central bank targets, how investors should think about duration and central bank expectations, and the impact of structural trends such as AI, deglobalisation and fiscal policy.
The conversation also looks at portfolio construction in an environment characterised by greater uncertainty and dispersion, highlighting opportunities across global bond markets, inflation-linked securities, currencies and other areas of fixed income.
Key topics include:
Why higher starting yields have reset the opportunity set for fixed income investors
How investors should think about duration in today's environment
Whether inflation is likely to remain above central bank targets
The potential impact of AI investment, energy demand and productivity gains on inflation
Why geopolitics and fiscal policy are becoming increasingly important market drivers
How central banks may respond to evolving growth and inflation dynamics
The case for diversification across global bond markets, sectors and currencies
Where Mohit Mittal sees the most compelling opportunities in fixed income today
Why active management may be increasingly valuable in a more fragmented world
How investors can seek attractive risk-adjusted returns amid a wider range of possible market outcomes
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
