Welcome to Accrued Interest, PIMCO’s podcast for Financial Advisors. Join Greg Hall, Head of U.S. Global Wealth Management, as he dives into timely themes with special guests that will help shape your client conversations and investment ideas.
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Welcome to Accrued Interest, PIMCO’s podcast for Financial Advisors. Join Greg Hall, Head of U.S. Global Wealth Management, as he dives into timely themes with special guests that will help shape your client conversations and investment ideas.
Tariffs, Technology, and Transition with Tiffany Wilding
PIMCO Accrued Interest
42 minutes
3 weeks ago
Tariffs, Technology, and Transition with Tiffany Wilding
Economist Tiffany Wilding rejoins the podcast to discuss PIMCO’s latest Cyclical Outlook, alongside host Greg Hall and Account Manager Brandon Kunz. Tune in to learn more about how clashing forces are widening the gap between winners and losers and discover the exciting opportunities the team envisions for the future.
Show notes:
1. Overview of PIMCO’s Cyclical Outlook.
2. Rules of Thumb and ‘Pay Backs.’
3. A technological investment boom – effects on employment trends, CAPEX, and more. 4. PIMCO vs. The Street – how do our views stack up? 5. The Agg is finally outyielding cash – is this a tipping point for advisors?
Tariffs, Technology, and Transition: Our Cyclical Outlook
The Fragmentation Era: Our Secular Outlook
An Exploration of Technology Diffusion, Comin & Hobijn, 2010, American
Economic Review
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PIMCO Accrued Interest
Welcome to Accrued Interest, PIMCO’s podcast for Financial Advisors. Join Greg Hall, Head of U.S. Global Wealth Management, as he dives into timely themes with special guests that will help shape your client conversations and investment ideas.
