PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager - With Emmanuel Roman скачать в хорошем качестве

PIMCO: Insights from the CEO of a $1.8 Trillion Fixed Income Manager - With Emmanuel Roman

With a successful career incorporating 18 years at Goldman Sachs, and then CEO of the MAN Group, Emmanuel explains today’s landscape for investors across the fixed income universe. In his first ever podcast interview, he shares in-depth insights into PIMCO’s mission and reach. He discusses how the world is awash with cash and short-term maturities, creating opportunities with interest rates having adjusted upwards. He feels there is a tidal wave of liquidity, underpinning an optimistic view of the possible investments which exist; from credit, both public and private, through to emerging market local FX debt. He explains why alpha is very identifiable and investable and why active beats passive in the fixed income universe. He discusses how AI is transforming data processing in the finance sector. Finally, he explains why banks are retreating from some quarters of the lending landscape, creating opportunities for PIMCO. Finally, he reflects on the European dilemma in being able to create meaningful growth, and why all these government debts will have to be paid at some point ahead. Subscribe to stay up to date with our range of fascinating interviews, featuring some of the biggest names in global finance and business! TOPICS: 00:00 - Introduction 01:21 - Emmanuel’s Background 02:32 - Emmanuel’s Education 04:25 - Time at Goldman Sachs 08:28 - PIMCO Overview 13:33 - PIMCO’s Prospects 15:40 - Real Estate Analysis 18:40 - Private Debt 20:28 - Liquidity Premiums 22:50 - Active Vs Passive 25:32 - Emerging Market Debt 27:35 - Debt:GDP Ratios 29:09 - US Macro Analysis 30:50 - Japanese Economy 32:15 - Eurosclerosis 34:40 - UK Economy 36:24 - AI & The Finance Sector 38:35 - AI & PIMCO 40:50 - Cultural Differences 43:00 - Wealth Preservation 46:13 - Presidents and Wines! 47:42 - Students/Early Career Advice 49:35 - Charity Allocation 52:02 - Optimism and Support of Arsenal FC! 53:10 - Summary SPONSORS: Schroders is a global investment and wealth manager, with a purpose to provide excellent investment performance to clients, through active investment management. Find out more: https://www.schroders.com/en/global/i... LiveTrade, from Bordeaux Index, is an innovative new platform which allows you to instantly buy and sell - or place bids and offers on - key wines from around the world. Find out more: https://bordeauxindex.com/livetrade Bremont is an award winning British company that produces beautifully engineered chronometers, designed to appeal to those who share the passion and appreciation of the innovation and mastery behind a beautiful mechanical wristwatch. Find out more: https://www.bremont.com/ IFM Investors are a global institutional asset manager whose purpose is to invest, protect and grow the long term retirement savings of working people. They manage investments across infrastructure, debt, listed equities and private equity assets. Find out more: https://ifminvestors.com/en-gb/ STAY UP TO DATE ✅ Newsletter: https://www.moneymazepodcast.com/subs... ✅ LinkedIn:   / the-money-maze-podcast   ✅ X/Twitter:   / podcast_maze   LISTEN: 🎧 Apple Podcasts: https://podcasts.apple.com/gb/podcast... 🎧 Spotify: https://open.spotify.com/show/0uT0iw8... -- DISCLAIMER MONEY MAZE PODCAST - All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. PIMCO - PIMCO manages $1.86 trillion in assets, including $1.48 trillion in third-party client assets as of 31 December 2023. Assets include $82.2 billion (as of 30 September 2023) in assets managed by PIMCO Prime Real Estate (formerly Allianz Real Estate), an affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH that includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries and affiliates. PIMCO Prime Real Estate LLC investment professionals provide investment management and other services as dual personnel through Pacific Investment Management Company LLC. PIMCO Prime Real Estate GmbH operates separately from PIMCO.