Daniel J. Ivascyn
Latest Insights
Group CIO Dan Ivascyn explains why resilience, quality, and global diversification matter more than reaching for risk amid geopolitical conflict, credit stress, and the AI boom.
Starting yields haven't looked this attractive in decades. Group CIO Dan Ivascyn and Global Economic Advisor Richard Clarida join Kimberley Stafford, global head of product strategy, to talk resilience, geopolitics, and how a 14 trillion dollar CAPEX wave could reshape opportunities for fixed income investors.
A global economic outlook for fractured alliances, fiscal strain, and massive-scale AI investment could drive divergent possibilities – and reward diversified, high quality fixed income and credit strategies.
Are bonds a good investment right now? Group CIO Dan Ivascyn explains why elevated yields are creating compelling opportunities across global markets, and how investors can navigate a shifting credit cycle amid increased AI-related issuance.
Mortgage credit sits at the heart of asset-based finance and can offer a compelling blend of yield and diversification. PIMCO Group CIO Dan Ivascyn and Jason Steiner, Head of Residential Credit, explore how data, an integrated public-and-private market perspective, and cycle-tested experience define our distinctive approach to residential mortgage investing.
With yields across high quality fixed income offering a meaningful valuation cushion, this excerpt from our quarterly Income update explores the role of starting yields, quality, liquidity, and global diversification in shaping a more resilient approach to fixed income.
Higher starting yields help anchor portfolios as uncertainty across markets and the global economy rises.
Group CIO Dan Ivascyn and portfolio manager Jason Steiner discuss how post global financial crisis conservatism, locked in mortgage rates, and shifting policy priorities are driving consumer lending opportunities today.
When optimism is priced in, discipline matters. In this cutdown video from our quarterly webcast, Group CIO Dan Ivascyn explains how we avoid overreach in more sensitive areas and focus our income strategy on resilience, flexibility, and selective risk.
Group CIO Dan Ivascyn explores how a globally diversified, relative value approach can help identify resilient opportunities amid AI-related disruption.
We believe today’s mix of attractive starting yields, global economic divergence, and shifting markets create a compelling environment for active fixed income.
From public to private credit, Group CIO Dan Ivascyn breaks down where value has re-emerged – and how disciplined selectivity and embracing complexity can help investors navigate the year ahead.