FYI:
Country’s inflation-linked debt is among his top holdings.The nation’s inflation-linked notes maturing in 2025 were among the top five holdings in Gross’s $1.5 billion Janus Global Unconstrained Bond Fund as of June 30, according to the fund’s website. Just three months earlier, he’d unloaded all of his Mexican government debt, marking what appeared to be a significant shift in his investment strategy after he’d spent years touting the country’s financial assets
Gross had no Mexican bonds in his fund at the end of March.
Regards,
Ted
http://www.bloomberg.com/news/articles/2016-07-25/bill-gross-bets-big-on-mexico-months-after-slashing-bond-holding
