Ivascyn: Green transition and geopolitics will drive structural inflation and desynchronized growth
Dan Ivascyn · Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298) · Feb 20, 2023 · at 28:06
Dan Ivascyn, Group CIO at PIMCO, outlines PIMCO's 5-plus year secular outlook on inflation, global economic cycles, and supply chains.
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“In the last few years, we've talked about a world where There's going to be less synchronized growth cycles where inflation is going to be more of a challenge going forward, perhaps structurally because of some of the physical investment necessary, particularly, you know, around this round of green energy transition, more geopolitical friction that's going to lead to less efficient supply chains.”
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