After a standout year for fixed income, Mohit Mittal, PIMCO’s CIO of Core Strategies, says he still sees plenty of opportunities in 2026, but only for those willing to look. He joins Greg Hall on the latest episode of Accrued Interest to unpack why active is the only responsible way to approach fixed-income markets. And between the deep dives into core bonds and credit markets, Mohit shares his framework for collaborating with the team, which, in Greg’s case, involved a home-cooked meal.
Show notes: (0:00) Intro

(2:16) Mohit’s 20-year Journey at PIMCO

(9:27) The Active Advantage in Fixed Income

(17:13) How Core Strategies Fit in a Portfolio

(25:27) Economic Outlook: Fed Leadership, Yield Curve, More

(32:55) Peeling Back the Investment Process

(40:38) Complacency in Credit Markets

(47:07) Going on the Offense

(50:53) Views on the U.S. Dollar If you liked the episode, check out more of Mohit’s recent work • Calculating the Active Advantage in Fixed Income

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