Dan Ivascyn Is Excited About a New Era in Fixed Income
In the years since the financial crisis, bond investors didn't get much return for taking on risk. With low interest rates and little sign of inflation, investors had to accept lower-quality assets to get any semblance of yield. Now that's changing according to Dan Ivascyn, the chief investment officer of Pimco, one of the biggest bond fund managers around. In this special 10-year anniversary episode, Dan reflects on longer-term trends in the bond market, as well as more immediate issues like independence at the Federal Reserve, concerns around data center financing, and worries of "dangerous" and inflated credit ratings.
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In the years since the financial crisis, bond investors didn't get much return for taking on risk. With low interest rates and little sign of inflation, investors had to accept lower-quality assets to get any semblance of yield. Now that's changing according to Dan Ivascyn, the chief investment officer of Pimco, one of the biggest bond fund managers around. In this special 10-year anniversary episode, Dan reflects on longer-term trends in the bond market, as well as more immediate issues like independence at the Federal Reserve, concerns around data center financing, and worries of "dangerous" and inflated credit ratings.
Read more:
French Budget Endgame Means Stress Test for Stocks and Bonds
Pinebridge Sees Emerging-Markets Rally Tilting Toward Bonds
Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots
Subscribe to the Odd Lots Newsletter
Join the conversation: discord.gg/oddlots
See omnystudio.com/listener for privacy information.
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