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Why Pimco Ignored 'Sell America' Calls and Won Big
Youtube· 2025-12-04 22:33
And a great story on the Bloomberg terminal, Mohammed, about you and your team and really just the decision making you guys had to make back in April, back in March. And, well, a lot of people were bailing or at least thinking about bailing on US assets. You stood firm and you've reaped the benefits.Explain why. Thank you, Romain. Thank you, David, for having me.I think the context is at that time there was plenty of uncertainty and the view was that this tariff related uncertainty will further add to the c ...
DFP: Attractive Valuation And Sustainable Payouts (Rating Upgrade)
Seeking Alpha· 2025-11-17 07:30
Core Insights - The article discusses the current volatility in market indices due to tariffs, the US government shutdown, and increased investment spending by technology companies, suggesting that an income fund can provide stability during these times [1]. Group 1: Market Conditions - Market indices are experiencing elevated volatility related to tariffs and the US government shutdown [1]. - Increased investment spending by technology companies is contributing to market fluctuations [1]. Group 2: Investment Strategy - The article emphasizes the importance of a solid base of classic dividend growth stocks, complemented by Business Development Companies, REITs, and Closed End Funds, to enhance investment income [1]. - A hybrid investment strategy that balances growth and income can achieve total returns comparable to traditional index funds like the S&P [1].