In an exclusive interview, Emmanuel Roman, PIMCO CEO, said the U.S. midterms are important to watch from a portfolio and market perspective. He cited prediction-market odds of a 60% to 65% chance that Democrats win both the House and Senate, while noting that the scale of any House gains and the outcomes of individual races could influence what policy changes follow. He spoke to Bloomberg's David Ingles and Yvonne Man from the sidelines of the Global Financial Leaders' Investment Summit in Hong Kong.