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Since we both thought highly enough of Uncle Bill to post these links, how would you play his call? Last year the Fed's QE gave PONDX a real goose...wondering if Pimco has a different way to play the BOJ QE than just buy UST? I do believe UST yields will fall as Japanese investors look for quality. At Vangaurd, I use EDV, but any LT Treasury would work...maybe even zero coupon funds like BTTTX.
Maybe uncle Jeff (Gundlach's calls this one as well)...one of Jeff charts highlights High Yield Global Corporates as the best bond choice going forward.
Some fund ideas: Multisector - PONDX EM Debt - PYEMX HY - USHYX Investment Grade Corp - PBDDX Global Bond - TTRZX, TGBAX
Reply to @bee: For anyone thinking of getting into Pimco Investment-Grade Corp, be sure to look under the hood first. It's a terrific fund, but it's not the one you might infer from the name.
Own Oaktree Capital (OAK), which owns a stake in Gundlach's Doubleline and (at least currently) yields 8%. (Oaktree emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing, convertible securities, real estate and listed equities - http://en.wikipedia.org/wiki/Oaktree_Capital_Management)
Comments
mutualfundobserver.com/discuss/index.php?p=/discussion/6252/bill-gross-warns-recent-japanese-money-printing-as-monetary-red-bull-for-equity-markets#Item_1
Maybe uncle Jeff (Gundlach's calls this one as well)...one of Jeff charts highlights High Yield Global Corporates as the best bond choice going forward.
Some fund ideas:
Multisector - PONDX
EM Debt - PYEMX
HY - USHYX
Investment Grade Corp - PBDDX
Global Bond - TTRZX, TGBAX
On Doubleline:
http://brooklyninvestor.blogspot.com/2012/08/oaktrees-grandslam.html
OAK is an MLP, so does generate a K-1.