Few bond fund managers attract as much attention as DoubleLine Capital’s Jeffrey Gundlach. I am always anxious to see portfolio changes made in this fund, and I recently had the opportunity to take a close look at the fund holdings, which can give some valuable insight into how fixed income investors might consider positioning their portfolios.
Bill Gross’s recent monthly commentary for PIMCO paints a disturbing picture for investors; his vision ends with stocks being “singed” and bonds being “burnt to a crisp.”
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