benito c. schreef op 8 juni 2012 15:44:
Volgens Pimco moeten we bij voorkeur hard assets hebben, in de the fixed income market, investors should consider low-duration, inflation-protected assets and aim to fortify their portfolios against the risk of permanent losses by investing in bonds that are high in the capital structure, favoring entities that are high quality, have hard assets to sell, have high amounts of assets relative to their debts, exposure to the fastest-growing economies and industries in the world, and low degrees of sensitivity to the ups and downs of the business cycle. Chop volatility off at the knees, in other words, because in choppy markets an investor can get chopped up. In equities this means favoring entities in the developing world over those of the developed world, in particular those reliably expected to pay a dividend.