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Changes in index composition represent a source of potential return for active bond managers.
In recent months, many politicians and policymakers have grown more aggressively vocal in their call to break up large and systemically important U.S. banks as a further measure toward preventing another global financial crisis. We suggest they reconsider for several reasons.
Who is buying selectively and who is just buying? Be wary of these frothy emerging trends and seek compelling value instead.
Creeping pension liabilities are an increasing concern for credit investors.
Global Head of Credit Research
Mr. Stracke is a managing director in the Newport Beach office, global head of the credit research group, and co-head of PIMCO’s BRAVO opportunistic private strategies complex. The credit research group covers all levels of the debt capital structure for targeted industries, including investment grade and high yield bonds, bank debt and convertibles. Mr. Stracke is also a senior portfolio manager across PIMCO’s suite of private credit strategies, investing across mortgage, real estate, specialty financials, corporate special situations, and performing private corporate credit. In addition to his portfolio management responsibilities, he sits on the firm’s Executive Committee. Prior to joining PIMCO in 2008, he was a senior credit strategist at CreditSights and also held positions as head of Latin America fixed income strategy with Commerzbank Securities and head of Latin America local markets strategy with Deutsche Bank. He has 19 years of investment experience and holds an undergraduate degree from the University of Chicago. He is also a returned Peace Corps volunteer, having served as an agroforestry extension agent in Mauritania, West Africa.