The global economy is facing unprecedented challenges and uncertainties, which has disrupted supply chains, boosted inflation, and strained fiscal and monetary policies.
How can investors navigate this complex and volatile environment, and what are the implications for the bond market?
Today, we chat about this and more with a very special guest!
In this episode, Carson's Chief Market Strategist Ryan Detrick & VP, Global Macro Strategist Sonu Varghese speak with Daniel Ivascyn, Group Chief Investment Officer at PIMCO. They explore the current state of the economy, rising yields, and the future path of inflation. Dan also shares details about the role of PIMCO's advisory board and the value of bonds as diversifiers for stocks. Additionally, he talks about his experiences in the industry, his mentors, and his early experiences.
They discuss:
Connect with Ryan Detrick:
Connect with Sonu Varghese:
About our guest:
Daniel Ivascyn is the Group Chief Investment Officer at PIMCO,and a managing director in the Newport Beach office [which office/company? Are we still talking PIMCO?]. He is lead portfolio manager for the firm’s income, credit hedge fund, and mortgage opportunistic strategies, and is also a portfolio manager for total return strategies. He is a member of PIMCO's Executive Committee and a member of the Investment Committee. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013, and he was inducted into the Fixed Income Analysts Society Hall of Fame in 2019. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has 33 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.