PIMCO

Clients keep asking me how they can invest through this level of uncertainty. Listening to PIMCO Group CIO Dan Ivascyn and host Gregory Hall on the Accrued Interest podcast, I came away with a grounded way to think about it. Balancing today’s risks with the structural forces shaping the next five years calls for resilient portfolios built on high-quality fixed income. If you’re thinking about the same questions, this is a must-listen. Listen on Apple: https://bit.ly/4gfLFxl Listen on Spotify: https://bit.ly/4wbUk8s

Join us for an exclusive breakfast event with PIMCO experts including Dr. Richard Clarida, former Vice Chair of the U.S. Federal Reserve. Hear insights on the major themes driving markets and the investment implications from Dr. Clarida, Rupert Harrison, Saurabh Sud, and Kristofer Kraus. This event is approved for 2 hours of CPD credit. 🗓️ Wednesday, 24 June 2026 📍 London Please contact me if you would like to attend. Invite for investment professionals only.

If you want a grounded view on what really matters in Washington, the markets, and the economy, the latest episode of Accrued Interest is worth a listen. PIMCO Global Economic Advisor and former Vice Chair of the Fed Richard Clarida and PIMCO Head of Public Policy Libby Cantrill joined Greg Hall to break down the potential direction of a Kevin Warsh–led Fed, the evolving situation in the Middle East, and how inflation, AI, and tariffs are shaping the policy landscape. It’s the kind of perspective I’ll be taking with me into future client meetings. Listen on Apple: https://bit.ly/4opQGp4 Listen on Spotify: https://bit.ly/448XXQw

Join former Vice Chair of the US Federal Reserve, Dr Richard Clarida, and a select group of PIMCO experts for an exclusive breakfast event in the City of London. What are the main themes for investors to focus on for the coming years? How should they position their portfolios for what’s to come? You’ll hear answers to these questions and more, with perspectives from Dr. Richard Clarida, Rupert Harrison, Saurabh Sud, and Kristofer Kraus. This event is approved for 1.5 hours of CPD credit. Invite for investment professionals only. Please contact me if you would like to attend. 🗓️ Tuesday, 24 June 2026 📍 London

“When a man is tired of London, he is tired of life.” • Stepping back in time at the Tower of London • Standing before the enigmatic Rosetta Stone • FA Cup matchday energy This city is an inimitable and heady blend of past, present, and possibility. That spirit underpinned last week’s PIMCO Investment Summit, where some of our leading voices gathered for thought-provoking conversations in London – grounded in history, but open to ideas and focused on what comes next. To borrow from another noted scholar, Ted Lasso: “Be curious, not judgmental” – whether you’re exploring a new city with your son, raising the next generation of fans (also with your son), or navigating an evolving investment landscape.

An amazing turnout at the PIMCO EMEA Investment Summit 2026 in London, where attendees heard a wide array of fixed income perspectives. “This is not 2022”, was one of the key takeaways for attendees. Some were concerned that the impact of recent geopolitical shocks could have a similar impact to the 2022 invasion of Ukraine, but the line-up of expert PIMCO investors and macro thinkers laid out the reasons why the economic and market backdrop is significantly different this time around. Thanks to all who attended.

It’s not every day you get to moderate a session with the former vice chair of the Fed and current economic advisor to PIMCO. Thanks to Dr Richard Clarida and our clients for an engaging session.