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Pimco's Ivascyn: how we played politics in 2017

The inability of the US government to push through major tax, health and infrastructure reforms this year may have proved frustrating for president Donald Trump, but has provided opportunities for Pimco chief investment officer Dan Ivascyn

In an exclusive video interview with Citywire's Alex Steger, Ivascyn, who runs the $99 billion Income fund among others, explains how Washington inaction has allowed the firm to 'play offense' around interest rates and volatility in the US. 

He also cautions on 'some investor complacency' in high yield, reveals which emerging markets he likes, and gives his overall risk outlook.

 

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