Gold’s Decline Is International Concern
All that glitters isn’t paying off as it did only a couple of years ago.
In Reversal, Gundlach Bullish on Treasuries
The famed money manager has reversed his once-bearish stance on government debt.
PIMCO’s ‘New Normal’ Hasn’t Happened
They didn't foresee policymakers from the Federal Reserve to the People’s Bank of China pumping $6 trillion into the global economy.
Innovation and Sustainability Are Key to Recovery
An elevated risk premium suggests equities are extremely cheap versus bonds.
At FPA San Diego, Currency Manager Merk Says No ‘Safe’ Assets Left
Currency fund manager Axel Merk says investors need to throw out the risk-free component of their portfolio, as there is no such thing as a “safe” asset anymore.