PIMCO’s recent annual Investment Summit – this year hosted virtually - aimed to help investors prepare for a world of “Escalating Disruption,” the theme of our recently published secular outlook. Joining the discussions were Chief Executive Officer Emmanuel Roman, Group CIO Dan Ivascyn, Global Economic Advisor Joachim Fels, CIO Global Credit Mark Kiesel, and Managing Director and Portfolio Manager Geraldine Sundstrom, among other leading portfolio managers. Here are five key takeaways: 1. Major disruptors are driving change Following the outbreak of the COVID-19 pandemic, four macroeconomic disruptors are likely to ... (full story)