Preparing portfolios for 2024 with bond ETFs: The Fed Outlook & Fixed Income Portfolio Implications – PIMCO – 12.7.23

Overview:

Title: Preparing portfolios for 2024 with bond ETFs: The Fed Outlook & Fixed Income Portfolio Implications
Date: Thursday, December 7, 2023
Time: 3:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

On Demand Soon

Join us for this interactive and in-depth discussion that will cover next week’s Fed meeting and PIMCO’s views including:

  • Insights on The Fed from Rich Clarida, former Vice Chair of the U.S. Federal Reserve System
  • Economic outlook and investment implications for 2024
  • Why and how bonds may deliver beyond expectations

Speakers:

Rich Clarida Rich Clarida Managing Director, Global Economic Advisor PIMCO

Dr. Clarida is a managing director in the New York office and PIMCO’s global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm’s global strategic advisor from 2006 to 2018. He served as Vice Chairman of the Board of Governors of the U.S. Federal Reserve System from September 2018 to January 2022. Dr. Clarida is also the C. Lowell Harriss Professor of Economics and International Affairs at Columbia University. Prior to joining PIMCO in 2006, he was Assistant Secretary of the Treasury for Economic Policy, in which he served as chief economic advisor to two U.S. Treasury Secretaries. Earlier in his career, he was with Credit Suisse and Grossman Asset Management. He has 25 years of investment experience and holds a Ph.D. and a master’s degree in economics from Harvard University. He received an undergraduate degree with Bronze Tablet Honors from the University of Illinois.

Sonali Pier Sonali Pier Managing Director, Portfolio Manager, Multi-Sector Credit PIMCO

Ms. Pier is a managing director and portfolio manager in the Newport Beach office, focusing on multi-sector credit opportunities. She is the lead portfolio manager for diversified income and is a senior member of the leveraged finance team. She is a member of the firm’s Executive Committee and the Americas portfolio committee, and previously she has served as a rotating member of the Investment Committee. Morningstar named her winner of the 2021 U.S. Morningstar Award for Investing Excellence in the Rising Talent category. Prior to joining PIMCO in 2013, she was a senior credit trader at J.P. Morgan, trading cash, recovery, and credit default swaps across various sectors. She has 20 years of investment experience and holds an undergraduate degree in economics from Princeton University.

Adam Browne Adam Browne Executive Vice President, Head of ETF Sales PIMCO

Mr. Browne is an executive vice president in the New York office and head of ETF sales within the U.S. global wealth management team. Prior to joining PIMCO in 2021, he was with State Street Global Advisors and the SPDR ETF business for 15 years, most recently as a senior national account manager. He has 22 years of investment experience and holds an undergraduate degree from Northeastern University. He holds the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA) designation.