In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.
Your European lens on global change.
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In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.
Your European lens on global change.
From Cycles to Structure: Europe’s Investment Story
PIMCO Fixing Your Interest
27 minutes
2 weeks ago
From Cycles to Structure: Europe’s Investment Story
Europe is investible again—but the playbook is changing. In this episode, Nicola Mai, PIMCO’s Economist and Sovereign Credit Analyst, alongside PIMCO Portfolio Managers, Konstantin Veit and Sara Adjir break down:
• The ECB’s neutral stance and what it means for rates
• Why Europe faces stagnation, not recession—and the structural reforms needed
• Political dynamics shaping fiscal policy across France, Germany, Italy, and Spain
• Investment opportunities in sovereign and corporate credit amid attractive yields
• How to position for resilience in a fragmented global economy
Tune in for insights on Europe’s evolving economic landscape and where investors can find value today.
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PIMCO Fixing Your Interest
In a shifting world where geopolitics is reshaping the economic landscape, join PIMCO’s experts and special guests as they dive into the key topics that matter—offering informed perspectives and real-world insights, all through a European lens.
Your European lens on global change.
