Bill Gross Investment Outlook

Photo: Anything but .01%

Anything but .01%

By Bill Gross     November 19, 2009

PIMCO's Bill Gross, fed up with earning 0.1% on money market funds, is looking to utility stocks to provide better returns.

Photo: Midnight Candles

Midnight Candles

By Bill Gross     October 27, 2009

With the Fed likely to keep rates uncommonly low for the foreseeable future even as the economy recovers, PIMCO's co-CIO Bill Gross says investors must recognize that if assets appreciate with nominal GDP, a 4% to 5% return is about all they can expect. As such, the six month rally in risk assets has probably reached its pinnacle.

Photo: Doo-Doo Economics

Doo-Doo Economics

By Bill Gross     October 1, 2009

After analyzing the Californian economy, PIMCO's Bill Gross says the state's problems – highlighted by its leaders' lack of discipline and vision – are really America's and thus investors should continue to focus on high quality bonds and steady, dividend-paying stocks.

Photo: On the “Course” to a New Normal

On the “Course” to a New Normal

By Bill Gross     September 1, 2009

PIMCO CIO Bill Gross sticks to his, um, golfing, and says globally, rates will remain low, investors should continue to anticipate and "shake hands" with government policies, the dollar is vulnerable and Asian and Asian-connected economies will dominate global growth.

Photo: Investment Potions

Investment Potions

By Bill Gross     July 29, 2009

PIMCO's chief investment officer says reflating nominal GDP by inflating asset prices is the fundamental, yet infrequently acknowledged, goal of policymakers. If they can do that - and it's a big if - then employment and economic stability may ultimately follow.

Photo: “Bon” or “Non” Appétit?

“Bon” or “Non” Appétit?

By Bill Gross     July 1, 2009

Bill 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, 2009

PIMCO 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, 2009

Listening 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, 2009

The 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, 2009

In 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, 2009

Bill 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, 2009

PIMCO'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, 2008

PIMCO 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.

Today’s Markets

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Emerging Markets Webcast

Tuesday, November 9, 2009

Cynthia Steer of Rogers Casey and George Hoguet from SSGA discuss the new asset class of choice - Emerging Markets

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Featured Web Seminars

Join Northern Trust experts in a conversation about monitoring and managing alternative asset risk in the context of today's market volatility and challenging liquidity environment.

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December 2, 2009 - 2:00 pm - 3:00 pm EST

Securities lending has emerged from the credit crisis with renewed focus on transparency and risk. Following increased review by regulators, the industry is preparing for further changes.

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Face to Face

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Working the angles: Face to face with Roger Gray

The new CIO of USS discusses his plan to boost the pension fund's allocation to hedge funds and other alternative investments, taking cash out of public equities to fund the move to a "more liability-aware stance and a more diversified asset allocation."

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