We do see them getting off of zero at some point next year. Dan Ivascyn More Quotes by Dan Ivascyn More Quotes From Dan Ivascyn Weather patterns are having a direct impact on businesses and leading to massive uncertainty over the short-term and long run. Dan Ivascyn environment That is an area where you will see some underperformance due to the climate change issue. Dan Ivascyn environment We believe that corporate credit is fundamentally weak and could overshoot to the downside if the economy deteriorates. Dan Ivascyn business We think developed government bond yields are too low and could easily reverse so we are comfortable with low rate exposure. Dan Ivascyn business Our various models do see an uptick in recession probability but are flashing yellow versus red. Dan Ivascyn business It's about trying to limit the downside when fear returns to the market and volatility rises. Dan Ivascyn company-news We're neutral on energy bonds. Dan Ivascyn business Based on valuations, we went into high-yield and investment-grade before the Brexit referendum, we’ve seen a big, powerful rally in risk assets tied to more central bank accommodation, in the wake of Brexit, so we are selling into it. Dan Ivascyn money Pimco is not going on an M&A binge, although Manny provides great perspective on alternative businesses, he also appreciates the traditional business of fixed-income at Pimco. Dan Ivascyn money In a world where German and Japanese 10-years are at negative (yields), our rates can certainly go lower in the face of global growth concerns and uncertainty. Dan Ivascyn business We are reacting to considerable dislocation in financial markets, there is a lot of relative value and there are certain names in the banking sector that is moving a lot. Dan Ivascyn company-news We are carefully adding some positions in areas that are higher-quality credits and have underperformed such as triple-A CMBS and banks and brokers such as JPMorgan and Wells Fargo, those are examples of higher-quality names. Dan Ivascyn company-news We do think in certain areas of the corporate credit markets that people have been overreacting and as a result, we are responding, we do think there's been an overreaction in certain corporate credits and we are there to bid bonds which is not too dissimilar to what we did last year when there was a lot of volatility in Emerging Markets, particularly in Russia. Dan Ivascyn company-news The Fed likely goes tomorrow and will use dovish language and will likely bring down their ‘dot plot’ a little bit. Dan Ivascyn company-news We've been adding some oil-related and energy-related names in our broader mandates. Dan Ivascyn company-news The Income Fund benefited from defensive positioning in the energy sectors and the recovery in the higher quality segments of the emerging markets. Dan Ivascyn company-news When you talk to clients and you talk to the media, at times, you reduce investment calls down to a sound bite or very simple views on the world. Dan Ivascyn company-news Our investment process is driven by a longer-term orientation where we draw on diversified sources of alpha, with an intense focus on down side protection and capital preservation. Dan Ivascyn company-news Declining oil prices will have a clear downside impact on global inflation readings next year, in most developed economies, headline inflation will likely go into negative readings in the early part of 2015, only to bounce back toward positive core inflation readings as we go into late 2015 and early 2016. Dan Ivascyn top-news Although we expect headline inflation( year-over-year) to trough below the zero bound in the next few months, this is more than reflected in TIPS valuations. Dan Ivascyn top-news
