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Economic and Market Commentary March 2024 Update from the Australia Trade Floor(video) March 2024 Update from the Australia Trade Floor Portfolio Manager Aaditya Thakur discusses why now is the best opportunity in over a decade to de-risk from equities into fixed income without giving up much return.
Economic and Market Commentary November 2023 Update from the Australia Trade Floor(video) November 2023 Update from the Australia Trade Floor Portfolio Manager Aaditya Thakur discusses why this is the point in the cycle when bonds start to outperform.
Economic and Market Commentary August 2023 Update from the Australia Trade Floor(video) August 2023 Update from the Australia Trade Floor Portfolio Manager Aaditya Thakur discusses why we think bonds offer protection for a wider range of outcomes than risk assets, and why this will be important if assumptions around central bank cuts prove pre-emptive.
Economic and Market Commentary June 2023 Update from the Australia Trade Floor(video) June 2023 Update from the Australia Trade Floor Portfolio Manager Aaditya Thakur discusses the key takeaways for investors from the RBA’s latest rate hike.
Economic and Market Commentary March 2023 Update from the Australia Trade Floor(video) March 2023 Update from the Australia Trade Floor Aaditya Thakur shares his views on monetary policy, inflation, and why he believes there’s a strong case for increasing allocations to bonds, particularly for those who have been structurally underweight.
Aaditya Thakur Portfolio Manager, Australia and Global Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Thakur is a senior vice president and portfolio manager in the Sydney office, focusing on Australian dollar and global portfolios. Prior to joining PIMCO in 2013, he was with AMP Capital Investors as a portfolio manager within the fixed income macro markets team. He has 18 years of investment experience and holds a master's degree in commerce (finance) from the University of New South Wales and an undergraduate degree from the University of Wollongong. He is also a CFA charterholder.