Tuesday, July 31, 2012

Pimco's investment outlook

Investment Outlook
August 2012
Cult Figures
  • ​The long-term history of inflation adjusted returns from stocks shows a persistent but recently fading 6.6% real return since 1912.
  • The legitimate question that market analysts, government forecasters and pension consultants should answer is how that return can be duplicated in the future.
  • Unfair though it may be, an investor should continue to expect an attempted inflationary solution in almost all developed economies over the next few years and even decades.
  • More

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