Pimco's Kiesel on Search for Yield

The video discusses the current state of the US economy, highlighting strong consumer health and the demand for income-generating assets due to negative yielding government bonds. It explores investment strategies focusing on companies with strong fundamentals, pricing power, and growth potential. The video also covers trends in bond issuance, market demand, and selective investment strategies. Opportunities in emerging markets are examined, along with an analysis of European and UK bond markets. Finally, it addresses US inflation trends and potential Federal Reserve policy actions.

What factors are driving the demand for income-generating assets in the current economic climate?

How have foreign investors' behaviors changed in relation to the US credit markets?

What are the four principles that portfolio managers are looking for in companies?

What concerns are raised regarding the issuance of corporate bonds in the US?

What is the outlook for emerging markets in terms of credit fundamentals?

How do central bank policies affect the attractiveness of US credit markets compared to European markets?

What indicators suggest that inflation in the US may rise towards 2%?