EPISODE · May 2, 2023 · 34 MIN
EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management
from The Portfolio Construction Podcast
In this episode, Aaditya Thakur, Senior Vice President and Portfolio Manager at PIMCO, joins us to unpack the reasons why 2022 was such a challenging year for fixed interests and how this impacts 2023 and beyond. He explores inflation, recession risks, the implications of China reopening, as well as the positive developments in the market and what this means for fixed interests and investors constructing their portfolios.
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EP 53: Outlook on fixed interest markets in 2023 and beyond - PIMCO: Investment Management
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