The new monetary order, with PIMCO's Tony Crescenzi
Tony Crescenzi of PIMCO joins Owen Rask on the Australian Investors Podcast to discuss the new world order of financial markets.
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Show Notes
In this Australian Investors Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss:
– Why defensiveness is PIMCO’s current strategy
– The lessons from over four decades in markets
– The concept of a new global monetary order
– Where bonds fit for modern Australian investors
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Topics Covered
– Tony’s best non-financial investment & personal reflections
– What he looks at each morning to gauge markets
– Where this moment ranks in terms of global dislocation
– Insights from his books and what his next one might be
– Tariffs as a historic experiment & biggest market risks
– How he thinks central banks will respond next
– The “new global monetary order” and how it’s unfolding
– Revising the 10-year yield: what’s changed?
– How PIMCO expresses a defensive framework in portfolios
– Advice for Aussie investors with equity-heavy portfolios
– The future of the 60/40 portfolio model
– Why Crescenzi maintains optimism amid macro uncertainty
– AI’s potential impact on bond investors & PIMCO
– What gives Tony hope and perspective as a long-term investor
– What Tony would tell his younger self about markets and life
Resources for This Episode
Learn more about PIMCO’s outlook and strategies
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Rask Resources
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