PIMCO·2026-06-26·via All Articles on Seeking Alpha
Summary
Starting yields haven't looked this attractive in decades.
Group CIO Dan Ivascyn and Global Economic Advisor Richard Clarida join Kimberley Stafford, global head of product strategy, to talk resilience, geopolitics, and how a 14 trillion dollar CapEx wave could reshape opportunities for fixed income investors.
Emerging market is an area that's less crowded than many areas of the credit markets are for very attractive diversification benefits.
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Kimberley Stafford: What does resilience really mean for investors at this moment, and why should investors be paying attention to bonds today?
Daniel J. Ivascyn: I think the bottom line is from a fixed income investor perspective, tremendous