Daniel J. Ivascyn
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The “Fragmentation Era” is here (see our recent Secular Outlook piece), as trade barriers, geopolitics, and domestic fiscal dynamics lead global markets down increasingly divergent paths. Here to help us cut through the noise and find the signal, once again, is Dan Ivascyn, PIMCO’s Group CIO. Dan joined us at the start of the year, and we were thrilled to check in with him as we approach the midpoint of 2025. He provides a rundown of what’s changed—and what hasn’t—over the tumultuous intervening months, and shares his insights on where the economy, markets, and investment opportunities may be headed.
Income, Resilience, and Diversification
Group CIO Dan Ivascyn helps investors unpack today’s market narratives around elevated government debt, risks to the U.S. dollar, and the importance of seizing opportunities beyond U.S. borders.
The Fragmentation Era
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.
We maintain a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
Stay updated with the latest insights from PIMCO’s Group CIO Dan Ivascyn, as he discusses the value of high-quality fixed income and navigating risks amid the current market turbulence.
Stay updated with the latest insights from PIMCO’s Group CIO Dan Ivascyn, as he discusses the value of high-quality fixed income and navigating risks amid the current market turbulence.
Opportunity Amid the Noise
Group CIO Dan Ivascyn explains why volatility is creating a target-rich environment in fixed income, and how to build a resilient portfolio that capitalizes on opportunities across public and private markets.
Attractive yields and a broad opportunity set bolster active bond investments amid today’s uncertain macroeconomic and market outlook.
Group CIO Dan Ivascyn underscores why high-quality bonds are better positioned for 2025, given their attractive yields and valuations relative to cash and equities.