
Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO)
Dienstag, 6. Oktober 2026 · 17 min
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Shownotes
A wide-ranging conversation on the current rate environment, the road ahead for monetary policy, issuance implications, and the landscape for broader fixed income investing, recorded at the PIMCO studios in Newport Beach, California. Featured are Mike Cudzil, Managing Director and Generalist Portfolio Manager at PIMCO, and Leslie Falconio, Managing Director and Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy