March 28, 2012 at 13:09 PM EDT
PIMCO Bill Gross: How To Find Better Returns In A Delevering World
PIMCO’s Bill Gross had consistent messages again on his latest investment outlook The Great Escape: Delivering in a Delevering World: For bond markets: favor higher quality, shorter duration and inflation protected assets. For stocks: favor developing vs. developed. Favor shorter durations here too, which means consistent dividend paying as opposed to growth stocks. For commodities: favor inflation sensitive, supply constrained [...]
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