Bloomberg Surveillance · Tuesday, August 11, 2026
PIMCO's strategy for outperformance centers on understanding the broader liquidity framework in financial markets, rather than solely making calls on the Federal Reserve. This involves a strategic approach to capital markets, considering structural and regulatory changes.
“It has to do with less of making calls on the federal Reserve hardly you might believe. And it's more about understanding the liquidity framework in the broader marketplace.”
“And that's ultimately what it is is encouraging clients, encouraging those in the marketplace to really understand what liquidity means to them in the broader investing paradigm.”
“It's more strategic because you have to look at the big picture, structural changes, regulatory changes, how capital markets are functionally changing.”