PIMCO's Lee On APAC Credit Markets Strategy

The transcript discusses dislocations in the credit market, investor behavior, and the impact of the Fed's interest rate cycle on US dollar bonds. It highlights investment opportunities in investment grade and junk space markets, while addressing challenges in the property sector. The discussion also covers recent policy announcements and their potential impact on market outlook, emphasizing the need for selective investment strategies.

What opportunities exist in the investment-grade bond market despite the current economic conditions?

In what ways can investors assess the repayment capabilities of property developers?