With Bill Gross' abrupt departure, PIMCO's flagship Total Return Fund has been taken over by Scott Mather, Mark Kiesel and Mihir Worah.
Maher, Kiesel, and Worah have just published a Q&A about their investment approach, and what opportunities they see now
Here's the relevant partBusiness Insider
Here's The Investment Outlook From The New Managers Who Just Took Over PIMCO's Flagship Fund
Joe Weisenthal
They just sound like typical corporate raiders, except they're elevating their bond game to raiding whole countries.
ReplyDeleteArbitrage among international bonds. What could be more anal and boring?