Investa Asset Management LLC
Call 512-800-8300 for more info

Archive for the Jeffrey Gundlach Category

Billionaire Paul Singer: China Crash Is ‘Way Bigger Than Subprime’ – Bloomberg Business 07-15-15

Salient to Investors: Paul Singer at Elliott Management said China’s debt-fueled stock market crash is way bigger than the US subprime mortgage crisis but may not be enough to cause a global financial market meltdown. Bill Ackman at Pershing Square Capital Mgmt said China is a bigger global threat than Greece by far, their stock

READ MORE...

Gundlach Says China Stocks ‘Worth a Ride’, India Favorite – Bloomberg 09-09-14

Salient to Investors: Jeffrey Gundlach at DoubleLine Capital said: The Shanghai Composite Index is worth a speculation, but his favorite stock market long-term is India. Yields on 10-yr US Treasuries may reach 2.65% this year. Does not own any foreign currency bonds – the biggest risk in a rise in yields

READ MORE...

How Memphis Firm Decoded Bond Secrets Mystifying Wall Street – Bloomberg 06-30-14

Salient to Investors: Jim Vogel and Chris Low at  FTN Financial said: Treasuries are years away from reverting to pre-financial crisis levels as growth remains weak and several hundred thousand people fall out of the labor force. Yields will end 2014 at 2.55 percent versus the median estimate of 3.07 percent.

READ MORE...

Gundlach Shows Why Betting Against Treasuries Is a Fool’s Game – Bloomberg 02-03-14

Salient to Investors: Jason Brady at Thornburg Investment Mgmt recently bought Treasuries as yields approached a 2-yr high of 3 percent. Brady said every single strategist decided towards the end of 2013 that stocks were the best thing in the world and bonds were the worst thing in the world

READ MORE...

Great Rotation Seen Muted by Pension-Fund Demand: Credit Markets Bloomberg 11-13-13

Salient to Investors: A shift by household investors from bonds into equities is being muted as pension funds and insurers boost fixed-income assets to match future obligations. JPMorgan Chase and Milliman said US companies with the largest defined-benefit pensions raised allocations to fixed-income to 41.3 percent from 36 percent in

READ MORE...

Druckenmiller Says Fed Exit Would Be Big Deal for Markets – Bloomberg 09-11-13

Salient to Investors: Stanley Druckenmiller said: If the Fed were to end QE it would be a big deal for the financial markets, as indicated by the sell-off in bonds and emerging markets in the past few months on the mere hint that the Fed might taper. Fed purchases have subsidized all

READ MORE...

Gross Caught in TIPS Trap Gundlach Sidestepped in Tumble – Bloomberg 07-03-13

Salient to Investors: Morningstar says 10 percent of the TIPS market is owned by Pimco. Jeffrey Gundlach at DoubleLine says TIPS are a disaster and a trap because unless inflation rises, all you have is interest rate risk, just like every other Treasury – it is an asset class that is exposed

READ MORE...

Who Goes to Cash Shows Extent Bonds Will Become Bear Market – Bloomberg 07-01-13

Salient to Investors: TrimTabs Investment Research and the Money Fund Report report bond funds saw $61.7 billion of withdrawals last week. Market bears say yields barely exceed inflation, leaving little relative value in bonds as the global economy improves. Pimco, BlackRock, and DoubleLine Capital say the worst is over because the

READ MORE...

Global Bonds Dive for Second Month as Stocks Lose $2.7 Trillion – Bloomberg 06-30-13

Salient to Investors: Binky Chadha at Deutsche Bank said the market had been pricing in that the Fed would normalize rates much more slowly than it has done historically, and the shock has spilled over across all of the asset classes. The World Bank said the world economy will expand 2.2 percent

READ MORE...

Gundlach to Gross Say Worst Probably Over for Treasuries – Bloomberg 06-27-13

Salient to Investors: Bond managers are telling investors the worst may be over for T-bonds after 10-year yields rose to a 22-month high. Jeffrey Gundlach at DoubleLine Capital says July will not be the same type of month and 10-yr yields will be meaningfully lower by the end of 2013 Gundlach said

READ MORE...