Topic: Preparing for the Pivot, Investing in today's fixed income markets
Speaker: Taylor Fragapane, Vice President, US Global Wealth Management, PIMCO
Description: This session will be highlighting top opportunities in fixed income markets in historical context of a change in monetary policy. We are at the end of a rising interest rate market and will discuss best strategies to rebalance portfolios based on cyclical outlook and client needs. Will cover Peak Inflation, Peak Growth and Peak Fiscal/Monetary points and transitioning out of cash and back into bonds.
About the Speaker: Ms. Fragapane is an account manager in the Austin office and a member of the global wealth management team. She is responsible for the distribution of PIMCO mutual funds and ETFs to financial advisors in southern and western Texas, working with them to understand their investment needs, provide customized client service, and deliver PIMCO investment solutions. Prior to joining PIMCO in 2019, she worked at AllianceBernstein in New York. She has ten years of investment and financial services experience and holds an undergraduate degree from Yale University.
Questions: Contact Sarah at admin@austinfpa.org.