The Long View
Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’
May 21, 2024
Dan Ivascyn, Pimco's CIO, discusses the global economic outlook, market uncertainty, and investment strategies. They cover topics like Australia's economy, fixed income opportunities, geopolitical tensions, and the importance of asset allocation in volatile markets.
39:41
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Quick takeaways
- Economic volatility post-COVID requires cautious high-quality bond investments for resiliency.
- Market misjudgment on Fed rate expectations calls for careful asset allocation strategies.
Deep dives
Dan Iverson's Secular Outlook and Economic Assessment
Dan Iverson discusses the evolving global economy with heightened volatility and risks to global growth, emphasizing the impacts of the COVID aftershock and inflation challenges in various regions like the United States, China, Europe, and Australia. He highlights opportunities in global asset management amidst geopolitical tensions and increased resiliency focus.
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