PIMCO Accrued Interest

What’s Pushing Long-Term Bond Yields Higher?

A confluence of rising sovereign debt, surging AI-related corporate bond issuance, and inflation concerns has lifted 30-year yields in the U.S. and elsewhere to two-decad

A World of Opportunity

Global cycles have fallen out of sync, and the gaps between markets are widening. PIMCO CIO of Global Fixed Income Andrew Balls says that's the exact type of environment 

Old-Fashioned Bond Math for a New-Fashioned Fed

Under a Warsh-led Fed, with less explicit guidance and less implicit backstop, Marc Seidner and Pramol Dhawan tell host Greg Hall that bond math starts to matter again. L

Lotfi Karoui on Private Credit and the AI CapEx Supercycle

From the pages of The Credit Market Lens to the Accrued Interest microphone, Lotfi Karoui joins host Greg Hall to explore why the focus on direct lending may be overshado

A Crude Interest: Greg Sharenow on Structural Changes in the Commodity Complex

We didn't rename the podcast… we're just drilling into commodities this episode, and for good reason. Few asset classes sit at the center of so many disruptive forces rig

Dan Ivascyn: Secular Shifts, Tail Risks, and Portfolio Resilience

Fresh off publishing PIMCO’s Secular Outlook, “Rupture and Resilience,” Group CIO Dan Ivascyn joins Greg Hall to discuss the structural forces likely to shape markets ove

Commercial Real Estate Reset: Finding Value Across Debt and Equity

Commercial real estate is one of the few asset classes that went through a relatively recent recession and still offers attractive valuations, whether through lending or

Money and Politics: Richard Clarida and Libby Cantrill on the New Fed Chair, Iran Conflict, and the ‘Stag vs the Flation’

In a world shaped by big headlines, Richard Clarida and Libby Cantrill give advisors a grounded view of what really matters in Washington, the economy, and the markets. T

PIMCO Perspectives: When Geopolitics Becomes an Economic Input

When geopolitics shift from isolated economic events to consistent economic inputs, advisors need a new playbook – one built on durability and flexibility. CIO of Non Tr

The Four Pillars of Alpha in Asset-Based Finance

Private credit is much more than a direct lending story. It’s an asset-based finance one, too. And this other lane of private credit continues to be a solid source of div

Municipal Bond Reset: Volatility, Selectivity and the Active Advantage

PIMCO’s Head of Municipal Bonds Dave Hammer wants taxable investors to pay attention to muni market opportunities in today’s market. With rates at attractive levels, cont

“Zooming Out” with Ted Seides of Capital Allocators

Ted Seides — the founder and voice of Capital Allocators — joined Greg Hall on Accrued Interest to “zoom out” from the headlines and talk about larger trends and dynamic

Practice Makes Perfect: Unlocking Tax Alpha in 2026

In the midst of ongoing geopolitical uncertainty, we take a moment to turn our minds to a topic that affects us all and waits for nobody: taxes. To prepare you for 2026 a

Private Credit’s Other Lanes Still Offer Value with Lotfi Karoui

Lately, private credit has attracted its share of grim headlines, but as Lotfi Karoui — PIMCO Managing Director, Multi Asset Credit Strategist and Co Head of Client Solut

From the Middle East to Credit Markets: Christian Stracke on Today’s Uncertainty

What began as an uncertain year has only grown more unpredictable, with conflict in the Middle East and stress across credit rattling the broader markets. Christian Strac

Expect the Unexpected with Pramol Dhawan

Stability, calm, and order are giving way to fragmentation, volatility, and surprise. In his most recent PIMCO Perspectives, co‑authored with Marc Seidner, Pramol Dhawan

Don’t Ignore Your Core: Process and Progress with PIMCO CIO Mohit Mittal

After a standout year for fixed income, Mohit Mittal, PIMCO’s CIO of Core Strategies, says he still sees plenty of opportunities in 2026, but only for those willing to lo

Dan Ivascyn: Beyond the Base Case in 2026

Everything’s on the table when PIMCO's Group CIO Dan Ivascyn and host Greg Hall get together, and the latest episode of Accrued Interest is no exception. They cover famil

Charting the Year Ahead with Marc Seidner

In our last episode of 2025, here are 5 big themes we think will be critical to investment decisions in 2026.  Join Greg Hall and Marc Seidner for a discussion about stoc

Will Headlines Hit Your Bottom Line? Risk and Reality in Today’s Credit Markets

Credit markets are making headlines, but what’s really driving the story? Host Greg Hall welcomes Portfolio Manager Jason Duko to break down the latest developments acros