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.
Emerging markets are entering a new chapter—and investors are taking notice. In this episode, Yacov Arnopolin, Portfolio Manager and co-chair of PIMCO’s emerging markets portfolio committee, and Michael Davidson, Portfolio Manager in PIMCO’s emerging markets group, explore:
• Why flows are returning to Emerging Markets after years of outflows
• The rise of local currency strategies and diversified benchmarks
• Frontier markets’ recovery and where elevated yields offer opportunity
• How improved credit quality and political transitions shape risk
• Currency dynamics, macro tailwinds, and why active management matters
Tune in for practical insights on navigating EM—from sovereigns to corporates, FX to frontier bonds—in a world of shifting risks and opportunities.
The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
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.
