Marc Seidner
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Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications
This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.
Watch Dr. Ben Bernanke, the former Fed chair who navigated the central bank through the Great Recession and now is a senior advisor at PIMCO, and Marc Seidner, PIMCO’s CIO of nontraditional strategies, discuss how central banks may shape global monetary policy in 2024 and what it all means for investors.
Higher Yields Today Create Opportunity
Explore various ways investors can take advantage of today’s higher bond yields and attractive return potential.
The Time for Bonds
In these highly uncertain times, bonds now offer investors attractive yields, plus diversification and capital appreciation potential.
Strength in employment and inflation has caused markets to raise the implied terminal rate while still expecting the Fed to normalize policy – which is different from easing – in 2024
How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession.
This year’s surge in yields is restoring value to the bond market, especially with the likelihood of a recession rising, although it remains uncertain when market momentum might turn.
Parsing the yield curve can lead to a variety of conclusions about whether a downturn is coming, while underscoring the importance of flexibility.
Facing Challenges With Flexibility
Fixed income investors have long benefited from a flexible approach, which today may be especially valuable in helping combat current market challenges and further enhancing the diversification potential of bonds. Learn more with Marc Seidner, CIO Non-traditional Strategies.