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Filter By: Section View from the Investment Committee Experts F I S Clear David Fisher Co-Head of Strategic Accounts Daniel J. Ivascyn Group Chief Investment Officer Kimberley Stafford Global Head of Product Strategy Order By Alphabetical Most Recent
View from the Investment Committee Resiliency Through Flexibility(video) Resiliency Through Flexibility Lower yields are signaling the possibility of a slowing recovery, but PIMCO has several ideas to stay flexible to help maintain returns and hedge against risk, according to Group CIO Dan Ivascyn.
View from the Investment Committee Implications From our Cyclical Outlook(video) Implications From our Cyclical Outlook Group CIO Dan Ivascyn discusses three main risks to inflation, expectations for rates and where we see some of the best opportunities today.
View from the Investment Committee Positioning for a Growth Rebound(video) Positioning for a Growth Rebound Group CIO Dan Ivascyn discusses how to position portfolios for a strong resurgence in economic growth while defending against elevated inflationary and interest rate risks – including the potential for future tapering-related volatility.
View from the Investment Committee Preparing Portfolios for Recovery and Growth(video) Preparing Portfolios for Recovery and Growth PIMCO Group CIO Dan Ivascyn discusses why we see positive prospects for growth in 2021, and highlights areas we think stand to benefit as the global economy recovers.
View from the Investment Committee Reason for Optimism(video) Reason for Optimism Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets – and why we think private credit is a powerful opportunity.