PIMCO Perspectives: When Geopolitics Becomes an Economic Input

PIMCO Accrued Interest · May 14, 2026 · 37m

When geopolitics shift from isolated economic events to consistent economic inputs, advisors need a new playbook – one built on durability and flexibility. CIO of Non Traditional Strategies Marc Seidner and Head of Emerging Markets Pramol Dhawan join Greg Hall to share:· How geopolitical uncertainty is pushing markets to price wide-ranging outcomes· Why we may get the “stag” without the “flation” · How bonds are outyielding some high-flying AI stocks All this adds up to an environment where active management is well suited for the moment. Show notes: (4:42) The thesis of “When Geopolitics…