Seeking Alpha

In a "mildly reflating" world where deleveraging continues, Bill Gross suggests shorter-duration...

In a "mildly reflating" world where deleveraging continues, Bill Gross suggests shorter-duration inflation protected bonds, dividend vs. growth stocks (also developing world vs. developed), and supply constrained commodities. Most of all, beware of levered strategies promising "double-digit returns that are difficult in a delevering world."
From other sites
Comments (2)
  • garyreynolds.rdg
    , contributor
    Comments (43) | Send Message
     
    Well, that is certainly a prudent strategy for long term risk averse investors! If there are tactical selections in the asset classes Mr. Gross addresses then I would say his advice is on target in the current global environment.
    27 Mar 2012, 09:12 AM Reply Like
  • Matthew Davis
    , contributor
    Comments (4560) | Send Message
     
    Most of all, beware of levered strategies promising "double-digit returns that are difficult in a delevering world."
    Is he talking about mREITs?
    13 Apr 2012, 09:50 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Hub
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs