Pimco CEO Roman on AI Financing, Private Markets, Fixed Income

Manny Roman, the CEO of Pacific Investment Management Co. (Pimco), discussed several key investment topics in an interview with Bloomberg. Firstly, he highlighted the potential of investing in AI infrastructure, noting that it presents significant opportunities for growth. He also touched on the global opportunities in the fixed income market, suggesting that investors should look beyond the United States for potential fixed income investments. However, Roman cautioned that tariff uncertainties pose a risk to US stocks, as they can create market volatility and uncertainty. He emphasized the importance of carefully considering these risks when making investment decisions. Overall, Roman's insights provide a balanced perspective on the current investment landscape, highlighting both the potential opportunities and the risks that investors should be aware of. His comments underscore the need for a nuanced and well-informed approach to investment decisions in the current economic climate.