Tag: PIMCO Total Return Fund

MUTUAL FUND SHAKEUPS! Transcript 11/15/2013 #1021

November 20, 2013

CONSUELO MACK:  This week on WealthTrack: Big shakeups in the mutual fund industry. Two veteran Morningstar analysts Christine Benz and Russ Kinnel discuss the massive outflows from bond funds into other investments and from actively managed funds into passive ones. What do these shifts mean for portfolio returns? Morningstar’s dynamic duo is next on Consuelo Mack WealthTrack.   Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack.  There are mighty forces shaking up the mutual fund industry. The question is: are they temporary or are they revolutionary and depending on the answer how are they transforming the way

BOND BETS Transcript 9/20/2013 #1013

September 27, 2013

CONSUELO MACK: This week on WealthTrack- with investors cascading out of bonds, is this the right time to launch a new bond fund?  Top rated manager Kathleen Gaffney guides investors to income sources in her new Eaton Vance Bond Fund. Keeping your bond portfolio afloat is next on Consuelo Mack WealthTrack. Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This has not been a fun time to be a bond investor or a fixed income manager. Investors have been freaking out ever since May when Federal Reserve Chief Ben Bernanke suggested the Fed might start reducing, or

David Darst Transcript 9/14/12 #912

September 14, 2012

WEALTHTRACK Transcript #912- 9/14/12 CONSUELO MACK: This week on WEALTHTRACK, what will it take to rebuild damaged investor confidence? Financial Thought Leader David Darst, Morgan Stanley’s Chief Investment Strategist, shows us the steps to take to build a stronger and more secure financial house.  David Darst is next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK. I’m Consuelo Mack. Is the cult of equity dying, as bond king Bill Gross recently opined in his monthly investment outlook? Gross runs the world’s largest and one of its most successful bond funds, the PIMCO Total Return Fund and

David Darst: Should You Trust the U.S. Financial Markets?

September 14, 2012

Is the cult of equity dying, as bond king Bill Gross recently opined in his monthly investment outlook? Gross runs the world’s largest and one of its most successful bond funds, the PIMCO Total Return Fund and is one of the country’s most influential investors and prognosticators. As Gross’ chart, “Stocks For The Really Long Run” shows, stocks, with their 6.6% annualized inflation adjusted returns, have vastly outperformed bonds and cash over the last one hundred years; a fact chronicled by Wharton professor Jeremy Siegel in his investment classic, Stocks For The Long Run. Gross maintains this track record is unsustainable for a number of reasons, not the least of which is PIMCO’s expectation that the economy will grow at a much slower pace for the foreseeable future.  Under PIMCO’s now famous “new normal” forecast, real GDP should crawl along at 1-2% a year versus the historical average of 3.5% in the post-war era.
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Robert Kessler

August 3, 2012

Sticking with a Fixed Income Strategy, A Contrarian View

Three years into an economic recovery, it sure doesn’t feel like one. We are even beginning to hear the dreaded “R” for recession word here in the U.S.  A recent headline in the Financial Times read: “Blue-Chips Raise Recession Fears.” The FT reported that “estimates of revenue growth for the largest us companies are being scaled back sharply by Wall Street analysts, signaling a mounting risk that the world’s largest economy may enter recession later this year.”
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