Showing posts with label tangible assets. Show all posts
Showing posts with label tangible assets. Show all posts

Tuesday, March 27, 2012

The Great Escape: Delivering in a Delevering World

The world's biggest bond fund manager is telling investors to run towards commodities (or tangible assets).  Commodities are basically the antithesis of bonds, so readers may want to read up on Bill Gross' letter to shareholders before dismissing his investment thesis.

http://www.pimco.com/EN/Insights/Pages/The-Great-Escape-April-2012.aspx