Markets & outlook · Podcast

A World of Opportunity

For wealth professionals working on bond allocations, the episode frames global fixed income around country and tenor duration decisions rather than a single regional view. It also connects fixed income’s diversifying role to its potential role as a source of alpha.

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Summary

By the markets & outlook desk

PIMCO’s Andrew Balls discusses a global fixed income environment in which global cycles have fallen out of sync and gaps between markets are widening. The episode covers how different parts of the yield curve look attractive in different markets, how active management can isolate duration by country and tenor, and why fixed income can serve as both a diversifier and a source of alpha. It also examines country-specific shifts such as AI dominance in the U.S. and China and German defense spending.

Global cycles have fallen out of sync, and the gaps between markets are widening, according to PIMCO CIO of Global Fixed Income Andrew Balls.
Different parts of the yield curve look attractive in different markets, and active management can isolate duration by country and by tenor.
Fixed income can serve as a diversifier to offset volatility and as a source of alpha.
The discussion covers country-specific shifts including AI dominance in the U.S. and China and German defense spending.

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