Australian Retirement Podcast

PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors

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In this Australian Retirement 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


      • Resources for This Episode

      📄 Learn More About Bond Investing & PIMCO’s Views:

      • Opportunity Amid the Noise - Interview with Dan Ivascyn
      • The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds


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        DISCLAIMER

        This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

        If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.


        ##retirement #australia #Bonds #PIMCO #MarkKiesel

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        Australian Retirement PodcastBy Rask