Today we're joined by Rob Mead, Managing Director and co-Head of Asia-Pacific Portfolio Management at PIMCO.

PIMCO is one of the world's largest investment managers, managing trillions of dollars in fixed-income securities for clients. So they are well placed to give us a sense of the economy and where that may lead markets and rates for the rest of 2025.

Today we speak to Rob about:

• The state of the economy in both Australia and the US
• PIMCO's view on where rates will go from here in both Australia and the US
• Why many advisers are underweight bonds and the risks that may cause in client portfolios

This episode was recorded on March 27th 2025.

----------

CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).

To claim your points, complete the CPD Quiz and we'll send you your certificate.

----------

This episode has been sponsored by PIMCO.

If you would like to learn more about PIMCO and their Cboe-listed ETFs, head to: https://www.pimco.com/au/en

Thank you to PIMCO for helping us keep all of our content free and accessible.

----------

Want more Basis Points?

• Sign up to the Basis Points email
• Join the conversation on LinkedIn
• Watch all episodes in full and relive some of our favourite clips on YouTube

----------

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

----------

Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.