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What's the role of bonds in your retirement portfolio in a high-yield environment?
In this episode, PIMCO's David Braun breaks down the evolving fixed-income landscape. With 30 years of investment expertise, he shares insights on how rising yields create opportunities, why active management is essential for bonds, and what the U.S. national debt means for investors.
Listen now and learn:
The role of core bonds in retirement planning
Why active management outshines passive strategies in fixed income
Emerging trends shaping the future of fixed income investing
How rising U.S. debt levels could impact bond yields and risk profiles
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
[00:30] What is the Role of Core Bonds in a Portfolio?
[04:46] Rising Yields and Resetting Expectations for Bonds
[10:00] Active vs. Passive Management in the Bond Market
[19:12] National Debt and Implications for Bond Investors
[27:26] Future Trends in Fixed Income Investing
[31:42] Addressing Misconceptions About Bond Math
[34:34] Closing Thoughts and Resources
By Peter Lazaroff4.8
134134 ratings
What's the role of bonds in your retirement portfolio in a high-yield environment?
In this episode, PIMCO's David Braun breaks down the evolving fixed-income landscape. With 30 years of investment expertise, he shares insights on how rising yields create opportunities, why active management is essential for bonds, and what the U.S. national debt means for investors.
Listen now and learn:
The role of core bonds in retirement planning
Why active management outshines passive strategies in fixed income
Emerging trends shaping the future of fixed income investing
How rising U.S. debt levels could impact bond yields and risk profiles
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
[00:30] What is the Role of Core Bonds in a Portfolio?
[04:46] Rising Yields and Resetting Expectations for Bonds
[10:00] Active vs. Passive Management in the Bond Market
[19:12] National Debt and Implications for Bond Investors
[27:26] Future Trends in Fixed Income Investing
[31:42] Addressing Misconceptions About Bond Math
[34:34] Closing Thoughts and Resources

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