
3 more rate cuts in 2025? - Sam Watkins | PIMCO
About this episode
3 more rate cuts in 2025? That is the house view of PIMCO, one of the world's largest fixed-income managers.
PIMCO manages trillions of dollars globally for some of the world's largest institutions, endowments and companies, and they are now making their products more available to Australian investors with 4 listed Active ETFs.
In today's episode we speak to Sam Watkins, head of PIMCO Australia and New Zealand, about his view on the fixed income markets and how these Active ETFs can play a role in investors portfolios.
In our conversation we cover:
- Why now is the time for fixed income
- How we should think about the active v passive debate in fixed income
- PIMCOs view on the current market in both Australia and the US
- How we can understand PIMCOs new range of Active ETFs
—------
This episode has been sponsored by PIMCO. Thank you to PIMCO for helping keep all of our content free.
If you want to learn more about PIMCO's new range of Active ETFs head to: https://www.pimco.com/au/en
—------
Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
—------
Want more Equity Mates?
- Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
- Watch Equity Mates on YouTube
- Pick up our books: Get Started Investing and Don’t Stress, Just Invest
- Follow us on social media: Instagram, TikTok, & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
—------
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
Get every episode summarized
Each time Equity Mates Investing Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Equity Mates Investing Podcast

Tesla’s robotaxi reality check, One Nation’s Super proposal & what would you do...
Equity Mates Investing Podcast

Ask an Adviser: Investing, Property & Super - Community Mailbag with Glen Hare
Equity Mates Investing Podcast

Why AI, Energy & Housing are the biggest themes for the rest of the year & are a...
Equity Mates Investing Podcast

Knowing when to sell: How growth investor Michael Frazis manages risk
Equity Mates Investing Podcast