Preparing to Pivot: Clients, Cash, and Economic Outlooks

Volatility and uncertainty seem to be on the horizon, and though many investors are eager to park in cash and money markets, opportunities exist that can protect client wealth and bring in a better return. Short-Term bonds are a potential defensive play.

Join the experts at PIMCO for a webcast that explores the current market environment and looks at strategies that take advantage of the front-end of the curve.

November 1, 2023
9am PT | 12pm ET
1 CE Credit
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Topics will include:

  • An overview of PIMCO’s macro-outlook. 
  • How to best position portfolios in light of this outlook. 
  • A highlight on the front end of the curve and opportunities that exist beyond cash.

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Jerome Schneider

Head of Short-Term Portfolio Management

Todd Rosenbluth

Head of Research

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