Even though markets remain fragile, Group CIO Dan Ivascyn explains why PIMCO has become more optimistic on the base case view for recovery and risk assets - and why we think private credit is a powerful opportunity.
Dented by strengthening euro
The COVID shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
While there is substantial uncertainty ahead, we believe the pickup in growth and supportive liquidity conditions favor emerging markets investments.
Will join in 2021 from Sculptor Capital
Ben Bernanke and Gordon Brown are also members
Is this health crisis turned economic shock the ESG inflection point that markets needed? In this Q&A, we discuss the outlook for ESG and PIMCO’s approach to sustainable investing.
The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.