Marc Seidner
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Learn why robust risk management and scenario planning are critical to navigating the geopolitical risks – for policymakers and investors alike.
The Fed’s Balancing Act
Learn how fiscal policy helped fuel inflation in 2022 and 2023 and why the future of monetary policy could depend on the future of fiscal policy.
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.
In this PIMCO Perspectives, we examine how the return of elevated bond yields comes at an opportune time to consider shifting out of cash.
Get Ahead: Term Out Your Assets
As central banks eye cutting rates, investors seeking higher returns may consider extending maturities beyond traditional cash investments to lock in today’s high bond yields – and potentially benefit from price appreciation, too.
Preparing for Diverging Economic Paths
Marc Seidner, CIO Non-Traditional Strategies, shares his views on where investors can find relative value opportunities today amid fast-evolving markets.
Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications
This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.
Decoding the Economy and Central Banks
The Fed held rates steady for the third time in a row and the whole world is bracing for a possible soft landing. Hear what’s next from former Fed Chair Dr. Ben Bernanke.