PIMCO

How to Profit from the Top Potential Crises of 2012

From my point of view, we are about to be in heaps of trouble economically, so for 2012, I'm looking to exploit other people's woes like the good capitalist I am. Here are three bets I might pull the trigger on:

US Debt: Money Managers' Least Favorite Investment

Ask the people who invest billions for a living to name their favorite picks for 2012 and you'll get a smorgasbord worthy of a holiday party: Brazilian stocks, U.S. junk bonds, and government debt from Colombia. Ask them what they dislike and they'll name one of the top-performing investments this year: U.S. government bonds.

Now Creating Jobs in America: Emerging Markets

Beware of the constant metaphors used to frame the world economy as if it were a war or zero-sum competition. Investors should remember that economies cooperate as much as they compete when it comes to how things work on the world stage. The current U.S. manufacturing boom is a case study.

As Sentiment Shifts, Pension Funds Could Turn to Stocks

Now, even over-the-top bears like bond giant Pimco are doing a bullish about-face, and that makes it tougher for fund managers to keep avoiding the stock market. If they start returning to a historical stock allocation, that could further boost equity prices.

What Will Obama's Tax
Deal Do for Investors?

The biggest question many investors have about President Obama's compromise tax cut deal is how it will benefit the economy. But so far, there is little agreement on Wall Street about what the stimulative effects of the deal will be.mong the watchers on Wall Street about what the stimulative effects of the deal will be.

Pimco: The Tax Deal Will Boost Economic Growth

If the tax deal reached between congressional Republicans and President Obama is ratified, it most certainly will add to the budget deficit, but according to Pimco, which manages the world's largest bond fund, the stimulative measure will contribute much to economic growth.

Pimco Planning $1 Billion Fund to Buy Past-Due Debt

Pacific Investment Management Co., the manager of the world%u2019s largest bond fund, plans to launch a fund worth at least $1 billion to buy distressed loans from banks. The fund will buy up past-due debt including commercial and residential mortgage loans, Bloomberg News said without naming its sources. Pimco, as the asset manager is known, plans to then work with a loan servicer to renegotiate the terms of the debt with creditors.

Why Earnings Are Booming Amid a Tepid U.S. Economy

The "new normal" coined by Pimco posited a long era of diminished earnings and stock prices as overleveraged consumers and companies cut back spending. But it's not playing out that way. It seems Corporate America is growing less and less dependent on America.

Is the 'New Normal' Slow Growth? Not Necessarily

Pessimists say growth simply won't be as vigorous as it was in the past. But a growing roster of high-profile money managers are taking aim at this theme, arguing that it is both wrong-headed and self-defeating.

Pimco's Bill Gross: The Days of 10% Returns Are Gone

Many investors have been wondering what combination of stocks and bonds will allow them to retire comfortably in this era of low interest rates. Bill Gross, who presides over the world's largest bond fund at Pimco investments, has some bad news for them: It isn't going to happen.

Investors Racing to Safety in Treasurys Could Get Burned

Investors spooked by deflation and a possible double dip could be adding much more risk in buying Treasurys at current prices than they realize. Clear evidence of collapsing prices is scant. And some shrewd investors have been exiting Treasurys even as others stream in.

The Gurus Predict Inflation ... and Deflation: Who's Right?

The smart money is placing its bets outside of the stock market, but it can't agree about the direction of those bets. Hedge funds are doubling down on inflation by buying gold. Institutions are buying corporate bonds -- a wager on deflation. Should you follow them? And if so, which way?

ETFs in 2010: Hot. Don't Get Burned

Providers of exchange-traded funds and notes had a strong 2009 and the new year is shaping up to bring more of the same. But what's good for ETF companies isn't necessarily good for investors.

Top-Performing Funds of the Past Decade

Many retirement accounts are in tatters, but it turns out that a select few investing pros have produced exceptional gains -- in some cases more than 200 percent in cumulative returns -- over a most difficult decade.

Bill Gross passes on PPIP

Poor Bill Gross! Even after the New York Times devoted pages of its magazine to a puff piece about him and his upcoming role in the latest government...

Wanna buy some toxic waste?

Just when I think I have heard it all, they come up with something even more eye-poppingly incredible. Step right up, folks! First they sucked you...