Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 21 May 2024

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Pimco’s global CIO on the macro outlook, why resilience matters, navigating the rate cycle, China, and more.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.9	Hi, and welcome to the Longview. I'm Jeff Battack, Chief Ratings Officer for Morning Star Research
0:37.5	Services. I recently had the opportunity to interview Dan Iveson in a taped video shown at the
0:43.2	Morning Star Investment Conference All-Digital Day that was put on by my colleagues in Sydney, Australia.
0:49.0	This is Dan's second appearance in the Longview, his first taking place back in May 2019 when Christine Benz and I
0:55.6	interviewed him for the podcast. Dan is Pimco's group chief investment officer, a managing
1:01.0	director, and a member of the firm's executive committee and investment committee.
1:05.7	He's also a lead portfolio manager for the firm's income, credit hedge fund, and mortgage
1:10.8	opportunistic strategies, and a portfolio manager for the firm's income, credit hedge fund, and mortgage opportunistic strategies,
1:12.6	and a portfolio manager for total return strategies. Morningstar named Dan fixed income manager of the year for 2013.
1:20.3	Dan earned his bachelor's degree in economics from Occidental College and his MBA in analytic finance
1:26.3	at the University of Chicago Booth School of Business.
1:29.3	We conducted this interview at Pimco's headquarters in Newport Beach, California.
1:34.3	Though Dan and I covered a lot of ground related to the global economy and markets,
1:38.3	note that a few questions pertains specifically to Australia and monetary policy of the RBA, which stands for Reserve Bank of
1:46.0	Australia. Without further ado, here's my conversation with Dan Iveson. Dan, welcome to the
1:53.0	Morning Star Investment Conference and thanks so much for joining us in this chat. Thanks. It's great
	...

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