In our very first Endowus Access series, Sam Rhee hosted Stephen Chang, executive vice president and portfolio manager in the Hong Kong office, managing Asia portfolios and developing PIMCO’s business in this space. Through Endowus Access, you can gain insights directly from the senior portfolio managers from the largest global and local fund companies. Learn about investment outlooks, market views, and institutional frameworks from the best in the industry.
0:00 Introductions 9:40 Brief on Endowus Fund Smart, Endowus Ultra Defensive Portfolio 13:00 Introduction about PIMCO, investment process 23:45 How PIMCO manage Asia Credit portfolios 28:57 PIMCO’s Market outlook and views on market disruptions 33:52 PIMCO’s views on monetary policy and low interest rates 39:12 PIMCO’s views on Asia Fixed Income Markets 44:09 QnA Excerpts from the Webinar: How does PIMCO manage its bond portfolio during the liquidity crunch during...