Bonds & fixed income · Podcast

Old-Fashioned Bond Math for a New-Fashioned Fed

For wealth professionals, the episode frames fixed income around Fed guidance, bond math and diversification rather than only broad rate calls. It also addresses how duration and higher yields are being discussed after the 2022 experience.

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Summary

By the bonds & fixed income desk

PIMCO’s Accrued Interest episode features Marc Seidner and Pramol Dhawan discussing what they call old-fashioned bond math under a Warsh-led Fed, with less explicit guidance and less implicit backstop. They also discuss the “Warsh Dividend,” diversification in a market dominated by a handful of mega-cap stocks, and how duration and higher yields may work in bond investors’ favor after 2022.

The discussion focuses on old-fashioned bond math under a Warsh-led Fed with less explicit guidance and less implicit backstop.
The episode explores the “Warsh Dividend” and what it could mean for investors.
It discusses why diversification still matters in a market increasingly dominated by a handful of mega-cap stocks.
It covers how duration and higher yields are described as working in bond investors’ favor again after 2022.

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