Wed, 18 Dec 2013
Slowing economic growth in emerging markets weighed on hedge funds in November.
Despite their complexities, investing in convertible securities and market-neutral strategies makes sense amid heightened volatility and uncertainty, says Calamos Investments' John Calamos.
Investors should keep their expectations in check with few asset classes looking particularly attractive and complacency in the marketplace, says Allocation Fund Manager of the Year David Giroux of T. Rowe Price Capital Appreciation.
A creative bond portfolio will likely outperform equities in 2011 as the possibility of an economic slowdown in the back half of the year rises, says DoubleLine's Jeffrey Gundlach.
The PIMCO Total Return manager offers more definition on the fund's current Treasury positioning and the motivation behind it.
There are countries that have relatively liquid bond markets and offer a more attractive real rate of interest compared to the United States, says the PIMCO manager.
Investors don't have to buy overvalued U.S. Treasuries to stock up after the Fed's purchasing program stops, says the PIMCO manager.
We could see a very significant rise in interest rates when the Fed ends its zero rate financing program, says Met West CIO Tad Rivelle.
Massive purchases of U.S. debt by the Fed and foreign governments has suppressed yields, pushing the risk/reward trade-off out of balance, says PIMCO's Bill Gross.
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