Consider Brazil and Asia, argues Bill Gross

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Bill Gross, co-founder and co-CIO of PIMCO, has just produced the new edition of his monthly “Investment Outlook” newsletter, dealing with slow growth and sub-par returns, and global opportunities.

Here is a summary:

  • Investors should recognize that Euroland’s problems are global and secular in nature; it will be years before Euroland and developed nations in total can constructively escape from their straitjacket of debt.
  • Global growth will likely remain stunted, interest rates artificially low and investors continually disenchanted with returns that fail to match expectations.
  • Investors should consider risk assets in emerging economies, such as Brazil and Asia, and bonds in the strongest developed economies, where the steep yield curve may offer opportunities for capital gains and potentially higher total returns.

Article Main Body

Click here for the full article.

Gross also shared his views on why investors should be focused on risk assets in emerging economies like Brazil and Asia with CNBC.

Sources: Bill Gross, PIMCO – Investment Outlook and CNBC, November 29, 2011.

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