PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors
Apr 02, 2025•38 min
Episode description
In this Australian Investors 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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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.
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