Podcast · Business

PIMCO Fixing Your Interest

In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens. Your European lens on global change.

New episodes: Monthly
Typical length: 29 min
Latest: 16 Sep 2026
Language: English

Latest episode

16 Sep 2026 · 30 min

Cleared for Take-off: The Aviation Finance Opportunity

Who owns the aircraft you fly on? Most passengers never think about it. Yet more than half of the world's commercial aircraft are leased rather than owned by the airlines that operate them, making aviation finance an increasingly important part of the asset-based finance universe. In this episode of Fixing Your Interest, PIMCO's Kris Kraus is joined by Greg Conlon, CEO of High Ridge Aviation, to explore how aviation finance works, what's driving the opportunity today, and why investors are paying growing attention to the sector. Together, they discuss the rise of aircraft leasing, the forces…

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Earlier episodes 15 most recent

26 Aug 2026 · 40 min
How to Stop Chasing Headlines and Build More Resilient Portfolios
In a world of constant headlines, how can investors separate signal from noise? In this episode of Fixing Your Interest, Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets today, from geopolitical uncertainty and changing central bank dynamics to the outlook for growth and inflation. Together, they explore how investors can focus on the signals that matter and identify opportunities amid market volatility. From This Episode Marc Seidner shares how PIMCO approaches investing when markets are being driven by a relentless stream of…
17 Jul 2026 · 32 min
Sustainable Investing: Looking Beyond the Scorecard
In this episode, Grover Burthey, Portfolio Manager and Vicki Gedge, Credit Research Analyst, discuss how sustainable investing has evolved and what that means for fixed income investors today. From This Episode: The conversation explores the shift from broad ESG frameworks and ratings towards a more pragmatic focus on business resilience, risk management and long-term value creation. Together, they discuss why active research and issuer engagement remain critical tools for investors, how bondholders approach sustainability differently from equity investors, and why understanding where a…
26 Jun 2026 · 30 min
Rethinking Rates, Inflation and Duration
Bond markets have been transformed by a generational reset in yields, creating a very different backdrop for investors than just a few years ago. In this episode of Fixing Your Interest, Mohit Mittal, CIO of Core Strategies at PIMCO, joins economist Peder Beck-Friis to discuss why the opportunity set in fixed income has expanded and what that means for portfolios today. They explore the outlook for inflation, central bank policy and duration, as well as the forces reshaping markets, including geopolitics, AI investment and rising government debt. They also discuss where they see the most…
8 Jun 2026 · 22 min
Getting Active: The Evolution of ETFs
Active ETFs are gaining traction, but many misconceptions remain, especially in fixed income. In this episode of Fixing Your Interest, we explore how the ETF market is evolving and delve into active versus passive approaches to the bond market. We look at how ETFs work in practice, what’s driving their wider adoption, and why investors are increasingly looking beyond passive strategies. We also discuss what today’s market backdrop means for fixed income, and how investors can navigate complexity, fragmentation and shifting liquidity dynamics. From This Episode: In this episode, Tina Adatia,…
24 Apr 2026 · 36 min
From Washington to the World: Iran, Energy and US Policy
John Studzinski, PIMCO Vice Chairman, speaks with Libby Cantrill, PIMCO’s head of public policy, to get the view from Washington on the big topics of the moment. Together they explore what might come next in the Iran conflict, as well as its implications for the midterm elections and the US relationship with China. They also look at what lies ahead for the Federal Reserve and its chair-in-waiting Kevin Warsh. From this episode: In this episode, Libby Cantrill, Head of Public Policy at PIMCO, joins PIMCO Vice Chairman John Studzinski to explore the growing overlap between geopolitics, US…
23 Apr 2026 · 29 min
The New Credit Order: Public Meets Private
Public and private credit markets are evolving fast, reshaping how investors think about risk, return and liquidity. In this episode of Fixing Your Interest, we explore what’s driving today’s credit landscape, where valuations stand, and how investors can navigate growing dispersion across markets. From This Episode In this episode, Lotfi Karoui, Multi Asset Credit Strategist and Co Head of Client Solutions and Analytics at PIMCO, joins Philipp Nowak, Credit Strategist, to unpack the changing dynamics across public and private credit markets. They discuss how starting yield continues to be a…
13 Mar 2026 · 23 min
From Rates to Risk: Investing Amid Middle East Volatility
Today’s episode takes you inside bond markets at a moment of heightened geopolitical uncertainty and shifting macro dynamics. Andrew Balls, CIO of Global Fixed Income, and Christian Stracke, PIMCO President, explore how the current Middle East turbulence is shaping inflation pressures, interest rate expectations and market volatility across developed and emerging economies. They will unpack what’s been driving the recent moves in rates, how central banks may respond, what this environment means for building portfolios, and where active fixed income investors might find opportunities amid the…
20 Feb 2026 · 33 min
Material Matters: Digging into Commodities
From gold’s surge to oil’s evolving dynamics, commodities are once again commanding investors’ attention. In this episode of Fixing Your Interest, we break down what’s driving the asset class and where the biggest opportunities and risks now lie. Greg Sharenow, Head of Commodities at PIMCO sits down with Ryan Blute, head of PIMCO’s global wealth management business in EMEA, to dig into the commodities complex. • The role commodities can play in a diversified portfolio • What’s behind the rally in gold - and why silver is a poor substitute • Key macro drivers shaping commodities over the…
S1 · E1 · 28 Nov 2025 · 38 min
Geopolitics: Europe’s Place on the Global Stage
In this episode, two global economic heavyweights unpack Europe’s future amid rising protectionism and shifting power dynamics. The Right Honourable Gordon Brown—Chair of PIMCO’s Global Advisory Board and former UK Prime Minister—joins Andrew Balls, PIMCO’s CIO for Global Fixed Income, to explore: How politics is reshaping economics Opportunities for growth through lower rates, fiscal boosts, and trade negotiations From tariffs and tech to defence and innovation, how Europe is adapting to a more fragmented world. Tune in for insights on security, innovation, and investing in a changing…
S1 · E2 · 19 Nov 2025 · 25 min
Credit Unwrapped: The Active Advantage Across Public, Private, and Everything In-Between
Fixed income is back in focus—and active management has never been more critical. In this episode, Christian Stracke, PIMCO’s President and Rupert Harrison, Senior Advisor to the UK Portfolio Management Team at PIMCO, share insights on: • Why active management matters in volatile markets • The resurgence of fixed income and locking in yields • How public and private credit are converging • Opportunities and risks in private markets—from asset-based finance to regulation • Leveraging global scale and AI to stay ahead Discover how PIMCO positions portfolios for what’s next across the capital…
S1 · E3 · 19 Nov 2025 · 27 min
UK Market Outlook: From the BoE to the Budget—What Investors Need to Know
The UK is at an inflection point. In this episode, Rupert Harrison CBE—Senior Adviser at PIMCO and former Chief Economic Adviser to the UK government—and Dr. Peder Beck-Friis, Economist at PIMCO, unpack: • How Bank of England policy and inflation trends shape fixed income • Why gilts remain attractive and where duration matters most • The impact of fiscal constraints and upcoming budget decisions • Strategic positioning for UK investors amid volatility and macro shifts • PIMCO’s perspective on resilience, quality, and risk management Tune in for actionable insights on navigating the UK’s…
S1 · E4 · 19 Nov 2025 · 28 min
From Cycles to Structure: Europe’s Investment Story
Europe is investible again—but the playbook is changing. In this episode, Nicola Mai, PIMCO’s Economist and Sovereign Credit Analyst, alongside PIMCO Portfolio Managers, Konstantin Veit and Sara Adjir break down: • The ECB’s neutral stance and what it means for rates • Why Europe faces stagnation, not recession—and the structural reforms needed • Political dynamics shaping fiscal policy across France, Germany, Italy, and Spain • Investment opportunities in sovereign and corporate credit amid attractive yields • How to position for resilience in a fragmented global economy Tune in for…
S1 · E5 · 19 Nov 2025 · 28 min
Investing in Emerging Europe & Beyond
Emerging markets are entering a new chapter—and investors are taking notice. In this episode, Yacov Arnopolin, Portfolio Manager and co-chair of PIMCO’s emerging markets portfolio committee, and Michael Davidson, Portfolio Manager in PIMCO’s emerging markets group, explore: • Why flows are returning to Emerging Markets after years of outflows • The rise of local currency strategies and diversified benchmarks • Frontier markets’ recovery and where elevated yields offer opportunity • How improved credit quality and political transitions shape risk • Currency dynamics, macro tailwinds, and why…
S1 · E6 · 19 Nov 2025 · 19 min
From Bricks to Bytes: The New Frontiers in Real Estate Investment
Real estate is transforming—fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape. In this episode of Fixing Your Interest, Lalantika Medema, Alternative Credit Strategist at PIMCO, and Kirill Zavodov, Portfolio Manager and Head of European Real Estate Equity at PIMCO, explore: • The evolution of real estate markets and the convergence with infrastructure • Institutionalization of alternative sectors and portfolio diversification trends • ESG pressures, energy sourcing, and Europe’s…
14 Nov 2025 · 1 min
Welcome to Fixing Your Interest
Your European lens on global change. Listen to the podcast now!

About PIMCO Fixing Your Interest

PIMCO Fixing Your Interest is a English business podcast from PIMCO. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: PIMCO
Language: English
Category: Business
New episodes: Monthly
Typical length: 29 min
Latest episode: 16 Sep 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1853102130

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