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More from Gundlach: Bond indexing has been a wonderful strategy for many years, but now the...

More from Gundlach: Bond indexing has been a wonderful strategy for many years, but now the well-followed indexes (BND, AGG) have too short of a duration and are overloaded with Treasurys. The value is in non-traditional sectors like emerging markets (EMB), non-agency MBS, bank loans (BKLN), and global high yield (GHYG).
Comments (4)
  • Sure, BKLN and EMB have better 'value' (and yield for that matter) than AGG and BND but you pay for it in risk.

     

    It really depends on what you are trying to do....
    12 Apr 2013, 12:52 PM Reply Like
  • Treasuries don't have risk?
    13 Apr 2013, 09:15 AM Reply Like
  • I agree whole heartedly with Mr. Gundlach, I just wrote an article on this very subject yesterday. Please visit:

     

    http://seekingalpha.co...
    12 Apr 2013, 01:10 PM Reply Like
  • <6% for High Yield ???
    13 Apr 2013, 09:37 PM Reply Like
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