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The latest of Pimco's secular (beyond shorter term) outlook presentations is Wednesday morning. If interested, register by way of the blue bar at the top of the home page.
Fyi, there's always an article on the outlook on the site later.
Will we be in another decade where a good manager, deploying a multi-sector bond approach, provides equity like returns from a collection of bonds... with a lot less volatility?
Thanks for the info. Will catch up with the article that follows later.
There is an article on it out now, but seems to be mostly a summary. The slide deck is the meat of it, must not be on the site yet. The Aftershock Economy.
Will we be in another decade where a good manager, deploying a multi-sector bond approach, provides equity like returns from a collection of bonds... with a lot less volatility?
That sounds like their contention, for five years anyway. (And another strong run for HY munis sounds good to me.)
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HY Munis caught my eye on his bond return chart.