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.
To the extent that the Fed has been the helping hand of the bond market, when that helping hand is removed, conditions are likely to change considerably, says Met West CIO and manager Tad Rivelle.
Investors don't have to buy overvalued U.S. Treasuries to stock up after the Fed's purchasing program stops, says the PIMCO manager.
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