The latest edition of Fund Buyer
The start of 2022 has seen a bout of market volatility, with concerns around the direction of bond yields and rising inflation top of investors’ minds. We spoke with Geraldine Sundstrom, whose mandate running the PIMCO Multi-asset Dynamic Fund is focused on managing through such volatility and balancing the need to protect client capital, with producing an absolute return. Among the topics we discussed were how investors should think about the challenges of inflation, alternatives to bonds when looking for portfolio protection, as well as some of Geraldine’s long-term convictions. A very interesting discussion, and one that is particularly relevant in today’s markets!
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