Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog.
Chris Dialynas, managing director at Pimco, on why the unconstrained bond fund he manages is short on bonds. He says Pimco’s view is that inflation and rising interest rates pose a risk. The fund has also taken large positions in Asian currencies in expectation of them rising.
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Source: Financial Times, February 10, 2011.
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Pimco: Inflation poses risk to traditional bond funds was first posted on February 21, 2011 at 6:55 am.
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