“Bon” or “Non” Appétit?
By Bill Gross July 1, 2009Bill Gross says that although financial markets are seemingly calmed and an inventory-based recovery is in store, PIMCO is sticking with its “new normal” thesis that includes slower growth, narrower profit margins and smaller asset returns.
Staying rich in the new normal
By Bill Gross June 5, 2009PIMCO CIO Bill Gross says bond investors should focus on the front end of the yield curve, dollar holders should diversify and all investors should expect “considerably” lower rates of return.
2 + 2 = 4
By Bill Gross May 4, 2009Listening to the ghost of Bernard Baruch whisper "2+2=4," PIMCO's Bill Gross says redistribution and re-regulation will lead to slower economic growth, and risk will "not likely" be rewarded until the global economy stabilizes and the Obama administration's efforts take hold.
The Future of Investing: Evolution or Revolution?
By Bill Gross March 31, 2009The dollar, credit, equity and emerging markets are likely to do poorly as the long-term cycle of levering, deregulation and globalization reverse, says PIMCO CIO Bill Gross in his latest outlook. Investors should favor stable income as opposed to speculative growth.
Hairy Lips Sink Ships
By Bill Gross February 24, 2009In a virtual Q&A before Congress, PIMCO's Bill Gross analyzes the economic mess and suggests U.S. and global financial systems require credit creation and foreclosure prevention, not bank nationalization. He maintains his investment theme of buying agency mortgages, and other developing areas of government policy support in the credit markets.
Beep Beep!
By Bill Gross January 29, 2009Bill Gross, PIMCO's CIO, says the way to pull the economy out of its Wile E. Coyote recession is to support asset prices - easier said than done, he admits – such as muni bonds, CMBS and even investment grade corporate bonds.
Andrew Mellon vs. Bailout Nation
By Bill Gross January 8, 2009PIMCO's Bill Gross says investors would be wise to follow the government's lead and buy agency-backed mortgages, bank preferred stocks, and senior bank debt, Aaa asset-backed securities such as credit card, student loan, and auto receivables, as well as municipal bonds.
Dow 5,000 Redux
By Bill Gross December 2, 2008PIMCO CIO Bill Gross says among other things, investors must get used to more regulation, lower leverage and higher taxes. As such, better to own corporate bonds than corporate stocks.
So CQish
By Bill Gross October 29, 2008Using his common sense, PIMCO CIO Bill Gross suggests an above average allocation to agency mortgage backed securities, an overweight position in bank capital and a focus on the front-end of the yield curve.
Nothing to Fear but McFear Itself
By Bill Gross October 7, 2008We are to the point of fearing fear itself. America in all its resplendent free market capitalistic glory is on the auction block with few bidders. How this came to be is obvious in retrospect.
There's a Bull Market Somewhere?
By Bill Gross September 4, 2008In his latest investment commentary, PIMCO CIO Bill Gross says the U.S. Treasury needs to provide more liquidity “not only to Freddie and Fannie but to Mom and Pop on Main Street U.S.A.,” to halt the continued liquidation of assets and debt.
Mooooooo!
By Bill Gross July 30, 2008The deflating U.S./global asset markets are much like Churchill’s Russia: a riddle wrapped in a mystery, inside an enigma, says Bill Gross, PIMCO's chief investment officer.
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