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pimco closed end: Investment Secrets from PIMCO's Bill Gross Timothy Middleton, 2010-12-29 Praise For Investment Secrets From PIMCO's Bill Gross No investor is held in higher regard by his peers than Bill Gross. His understanding of the markets and his insights on how to profit from them are unparalleled. Now, Tim Middleton takes you into Gross's world for an insider's view on how the world of finance really works. If this book were a bond, it would be AAA rated with a double-digit yield. -DON PHILLIPS, Managing Director, Morningstar, Inc. The secret to investment success is discipline. In bonds, nobody has displayed better discipline than Bill Gross. And nobody has done a better job of explaining Gross's methods, and instructing private investors how they can exploit his approach, than Tim Middleton. -JON MARKMAN, Columnist, CNBC on MSN Money Warren Buffett, John Neff, Bill Miller, Peter Lynch-the stock market has always had dominant personalities whose long-term success becomes legend. In the bond market, that dominant personality is Gross. -FORTUNE Bill Gross is the Emeril Lagasse of bond managers. -FORBES If you want to get a stock mutual fund manager steamed, ask why his fund can't beat bond guru Bill Gross. -USA TODAY |
pimco closed end: The Only Guide to Alternative Investments You'll Ever Need Larry E. Swedroe, Jared Kizer, 2010-05-13 The rewards of carefully chosen alternative investments can be great. But many investors don’t know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most popular alternative investments: Real estate, Inflation-protected securities, Commodities, International equities, Fixed annuities, Stable-value funds, High-yield (junk) bonds, Private equity (venture capital), Covered calls, Socially responsible mutual funds, Precious metals equities, Preferred stocks, Convertible bonds, Emerging market bonds, Hedge funds, Leveraged buyouts, Variable annuities, Equity-indexed annuities, Structured investment products, Leveraged funds The authors describe how the investments work, the pros and cons of each, which to consider, which to avoid, and how to get started. Swedroe and Kizer evaluate each investment in terms of: Expected returns Volatility Distribution of returns Diversification potential Fees Trading and operating expenses Liquidity Tax efficiency Account location Role in an asset-allocation program Any investor who is considering or just curious about investment opportunities outside the traditional world of stocks, bonds, and bank certificates of deposit would be well-advised to read this book. |
pimco closed end: The Financial Domino Effect: How to Profit Now in the Volatile Global Economy Ben Emons, 2012-11-16 Predict and profit from the chain reactions of market turmoil “If you care about the inner dynamics and investors’ reactions to the emerging new financial world that will increasingly consist of ‘path-dependent, multimodal, fat-tailed outcomes,’ Ben Emons’s new book is a must-read. In a coherent and clear framework, Ben shows how falling dominoes in a world of fast markets and uniquely new possibili¬ties creates a market landscape we might never have prepared for.” —Vineer Bhansali, Managing Director, Portfolio Manager, PIMCO “At some point after getting your financial life in order, you may well have money to invest. Where should you put it, especially when worldwide markets are in flux? Ben Emons, a senior vice president at Pimco, the investment company that runs the world’s largest bond fund, addresses that question in The Financial Domino Effect.” —The New York Times “A great book; it’s a very smart book. This is not general reading but it’s something accessible to anyone. —Tom Keene, Bloommberg Radio When a major political or financial event happens, the impact disseminates like a contagion across markets and sovereign boundaries. Like a row of toppling dominoes, the effect of the crisis accelerates along various paths. The Financial Domino Effect enables you to benefit from these moving catastrophes and helps you navigate current changes taking place in governmental and financial systems. At the heart of this progressive book is a powerful framework for analyzing and interpreting the variety of connected influences in the three main domino effects categories—social-political, economic, and financial. By examining the aftermath of such recent milestone events as the collapse of Lehman Brothers, the Occupy Wall Street movement, and the Middle East protests, it shows you how to apply domino theory to become a more knowledgeable and astute portfolio manager. Written with the everyday inves¬tor in mind, this hands-on resource takes you to the next level by delving into such consequential topics as: How easily complex domino effects can become and what it means to your portfolio Six symptoms in the aftermath of a financial or sovereign crisis Post–financial crisis responses, such as quantitative easing (QE), credit easing, and competitive quantitative easing (CQE) How the dissemination and speed of domino effects relate to monetary transmission The second part of the book goes into great depth examining the euro zone debt crisis through the framework. This crisis is particularly unique because it is a domino effect of three kinds—social, economic, and financial—and it has not fully played out. This timely guide takes you step by step through the crisis to a final analysis. In the end, you will be prepared to plan for the myriad of far-reaching consequences and balance your portfolio. Financial crises will happen with high frequency. The Financial Domino Effect helps you stay on top when it all goes down. |
pimco closed end: The Fund Industry Robert Pozen, Theresa Hamacher, 2015-01-05 A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry. |
pimco closed end: Semi-annual Report for ... Atomic Bomb Casualty Commission, 1956 |
pimco closed end: Poor's Ratings , 1938 |
pimco closed end: The Strategic Bond Investor: Strategies and Tools to Unlock the Power of the Bond Market Anthony Crescenzi, 2010-03-05 Discover Profit Opportunities in Today’s Bond Market! “Tony Crescenzi knows bonds and his book proves it.” Bill Gross, Managing Director, Pacific Investment Management Company In 2002, Anthony Crescenzi opened the door to an innovative new style of investing with his publication of The Strategic Bond Investor. The book instantly became the go-to guide for investors seeking an aggressive yet risk-conscious path to profit. Now, Crescenzi provides a completely updated edition of his popular bond book to address the realities of the post-credit-crisis economy—and to help you take total advantage of everything bonds have to offer. More relevant now than ever, The Strategic Bond Investor provides a sorely needed alternative to the stock market game—where the rewards for taking risks have been less than desirable. The bond market tends to be relatively safe and accessible, but it can also be vibrant and highly profitable if you approach it the right way. Crescenzi offers a fully rounded education on the subject to help better prepare you to make profitable decisions every time. The Strategic Bond Investor demystifies bonds and the bond market with clear descriptions of: Different bond types, including U.S. Treasuries, corporate bonds, and municipal bonds Bond market risks—and how to mitigate them The powerful role of the Federal Reserve and the art of Fed watching How to read the bond market’s “crystal ball”—the yield curve The five tenets of successful interest-rate forecasting Techniques for forecasting market behavior How to use credit ratings to your advantage The best bond investing strategies This comprehensive, up-to-the-minute guide provides straightforward techniques for cashing in on the unlimited potential of bond investing—whether your interests are long or short term. Now is not the time to play games with your financial future. Learn the secret to investing profitably in the bond market while offsetting portfolio risks with The Strategic Bond Investor. |
pimco closed end: The Income Factory: An Investor’s Guide to Consistent Lifetime Returns Steven Bavaria, 2020-02-28 The proven, all-weather investing strategy that delivers long-term, consistent returns The most common investing approach today—one that values “growth” over all else—can be ineffective and counterproductive for many investors, not to mention needlessly stressful. Now, one of Seeking Alpha’s most popular writers, Steven Bavaria, provides a groundbreaking alternative that will see you through all markets—up, down, and sideways. The Income Factory shows how to build an income stream that increases solidly and consistently—a result of re-investing and compounding the dividends. And the best part? This income stream actually grows faster during market downturns than during flat or rising market periods. The Income Factory sheds light on: • Why “high-yield” doesn’t have to mean “high-risk” • How credit investments perform more predictably than equity investments • Why “junk” is a misnomer—and why high-yield debt is safer than most of the stocks investors own • How to grow your wealth steadily without following the markets obsessively Through Bavaria’s strategy, cash income increases year after year at a predictable rate. For example, a 9% yielding portfolio doubles and re-doubles every 8 years. If you’re in for the long haul, an Income Factory lets you achieve your goals and still sleep well at night. Investing does not have to be about picking specific horses and hoping they win the race. An Income Factory achieves its goals by essentially betting on horses to make it around the track and finish the race. Those are easier bets to win, and they don’t require us to be glued to the financial news 24/7. |
pimco closed end: How I Became a Quant Richard R. Lindsey, Barry Schachter, 2011-01-11 Praise for How I Became a Quant Led by two top-notch quants, Richard R. Lindsey and Barry Schachter, How I Became a Quant details the quirky world of quantitative analysis through stories told by some of today's most successful quants. For anyone who might have thought otherwise, there are engaging personalities behind all that number crunching! --Ira Kawaller, Kawaller & Co. and the Kawaller Fund A fun and fascinating read. This book tells the story of how academics, physicists, mathematicians, and other scientists became professional investors managing billions. --David A. Krell, President and CEO, International Securities Exchange How I Became a Quant should be must reading for all students with a quantitative aptitude. It provides fascinating examples of the dynamic career opportunities potentially open to anyone with the skills and passion for quantitative analysis. --Roy D. Henriksson, Chief Investment Officer, Advanced Portfolio Management Quants--those who design and implement mathematical models for the pricing of derivatives, assessment of risk, or prediction of market movements--are the backbone of today's investment industry. As the greater volatility of current financial markets has driven investors to seek shelter from increasing uncertainty, the quant revolution has given people the opportunity to avoid unwanted financial risk by literally trading it away, or more specifically, paying someone else to take on the unwanted risk. How I Became a Quant reveals the faces behind the quant revolution, offering you?the?chance to learn firsthand what it's like to be a?quant today. In this fascinating collection of Wall Street war stories, more than two dozen quants detail their roots, roles, and contributions, explaining what they do and how they do it, as well as outlining the sometimes unexpected paths they have followed from the halls of academia to the front lines of an investment revolution. |
pimco closed end: Investing From the Top Down: A Macro Approach to Capital Markets Anthony Crescenzi, 2008-09-14 Crescenzi makes frequent appearances on CNBC, Bloomberg, and NBC's “Wall Street Journal Report with Maria Bartiromo” and he has acted as advisor to members of the White House The author is a featured columnist for thestreet.com's” Real Money” and has a strong professional following The book covers all major instruments and investment choices |
pimco closed end: Fundamentals Of Institutional Asset Management Frank J Fabozzi, Francesco A Fabozzi, 2020-10-12 This book provides the fundamentals of asset management. It takes a practical perspective in describing asset management. Besides the theoretical aspects of investment management, it provides in-depth insights into the actual implementation issues associated with investment strategies. The 19 chapters combine theory and practice based on the experience of the authors in the asset management industry. The book starts off with describing the key activities involved in asset management and the various forms of risk in managing a portfolio. There is then coverage of the different asset classes (common stock, bonds, and alternative assets), collective investment vehicles, financial derivatives, common stock analysis and valuation, bond analytics, equity beta strategies (including smart beta), equity alpha strategies (including quantitative/systematic strategies), bond indexing and active bond portfolio strategies, and multi-asset strategies. The methods of using financial derivatives (equity derivatives, interest rate derivatives, and credit derivatives) in managing the risks of a portfolio are clearly explained and illustrated. |
pimco closed end: The Financial Crisis Inquiry Report, Authorized Edition United States. Financial Crisis Inquiry Commission, 2011-01-27 Examines the causes of the financial crisis that began in 2008 and reveals the weaknesses found in financial regulation, excessive borrowing, and breaches in accountability. |
pimco closed end: Federal Reserve's Commercial Paper Funding Facility Tobias Adrian, 2010-06 The Federal Reserve (FR) created the Commercial Paper Funding Facility (CPFF) in the midst of severe disruptions in money markets following the bankruptcy of Lehman Bros. on Sept. 15, 2008. The CPFF finances the purchase of highly rated unsecured and asset-backed commercial paper from eligible issuers via primary dealers. The facility is a liquidity backstop to U.S. issuers of commercial paper, and its creation was part of a range of policy actions undertaken by the FR to provide liquidity to the financial system. This report documents aspects of the financial crisis relevant to the creation of the CPFF, reviews the operation of the CPFF, discusses use of the facility, and draws conclusions for lender-of-last-resort facilities. Charts and tables. |
pimco closed end: History of Greed David E. Y. Sarna, 2010-09-07 The “greater fool” theory of economics states that it’s possible to make money by buying paper (securities), whether overvalued or not, and later, selling it at a profit because there will always be an even greater fool willing to pay the higher price. Many described in this book profited by peddling such worthless junk to foolish investors. But for some people—Bernie Madoff, Norman Hsu, Sholam Weiss, and “Crazie Eddie” Antar, aka the “Darth Vader of Capitalism”—overvalued securities were not enough. Outright fraud was their way of life. History of Greed is the compelling inside story of the names you know—Charles Ponzi, Baron Rothschild, Lou Pearlman—and the names you don’t—Isaac Le Maire, the world’s first “naked” short-seller. It’s also our story—why we ignore the lessons of the past and fall prey, most every time, to the promise of easy money. For thousands of years, alchemists unsuccessfully tried to turn worthless base metals into gold. Where science failed at turning nothing into something, business succeeded. Sometimes we praise the creators of derivatives, collateral debt obligations, subprime mortgages, credit default swaps, or auction rate securities as Wall Street’s new financial wizards, the creators of “magic paper.” Other times, we vilify and prosecute them as scam artists. Sometimes, it’s hard to tell who is who. History of Greed reveals the inside secrets of how the markets really work, and how scam artists abuse them to gain an unfair edge or to outright steal. It describes how luftgescheft (“air business”), wizardry, dishonesty, and fraud are used to swindle people. Along with a comprehensive bibliography, History of Greed also details: 400 years of financial fraud—from everyday fraud to the odd and unusual Accounting fraud (phantom sales), stock option fraud (backdating), auction rate securities, hedge fund fraud, Ponzi schemes, promotion fraud (pump-and-dump scams), and money laundering How to detect fraudulent schemes How government regulation only fixes yesterday’s problems If it’s too good to be true, it probably is. If they say you can’t lose, you probably will. History of Greed shows that there really is no such thing as a free lunch, while also detailing how not to become the “greater fool.” |
pimco closed end: Investing Amid Low Expected Returns Antti Ilmanen, 2022-04-14 Elevate your game in the face of challenging market conditions with this eye-opening guide to portfolio management Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least provides an evidence-based blueprint for successful investing when decades of market tailwinds are turning into headwinds. For a generation, falling yields and soaring asset prices have boosted realized returns. However, this past windfall leaves retirement savers and investors now facing the prospect of record-low future expected returns. Emphasizing this pressing challenge, the book highlights the role that timeless investment practices – discipline, humility, and patience – will play in enabling investment success. It then assesses current investor practices and the body of empirical evidence to illuminate the building blocks for improving long-run returns in today’s environment and beyond. It concludes by reviewing how to put them together through effective portfolio construction, risk management, and cost control practices. In this book, readers will also find: The common investor responses so far to the low expected return challenge Extensive empirical evidence on the critical ingredients of an effective portfolio: major asset class premia, illiquidity premia, style premia, and alpha Discussions of the pros and cons of illiquid investments, factor investing, ESG investing, risk mitigation strategies, and market timing Coverage of the whole top-down investment process – throughout the book endorsing humility in tactical forecasting and boldness in diversification Ideal for institutional and active individual investors, Investing Amid Low Expected Returns is a timeless resource that enables investing with serenity even in harsher financial conditions. |
pimco closed end: Beyond Diversification: What Every Investor Needs to Know About Asset Allocation Sebastien Page, 2020-11-10 Generate solid, long-term profits with a portfolio allocated for your investing needs Asset allocation is the key to investing performance. Unfortunately, no single approach works perfectly—developing the right balance requires a clear-eyed look at the many models available to you, various investing methodologies, and your or your client’s level of risk tolerance. And that’s where this important guide comes in. Written by a leading allocation expert from T. Rowe Price, Beyond Diversification provides the knowledge, insights, and approaches you need to make the best allocation decisions for your goals. This deep dive into the how’s and why’s of asset allocation is organized by the three decisive components of a successfully allocated portfolio: Return Forecasting discusses the desired return investors seek. Risk Forecasting covers the level of risk investors are prepared to assume to achieve that return. Portfolio Construction calibrates the stock-bond mix that balances the risks and returns. With examples from T. Rowe Price’s asset allocation team showing you how the process works in the real world, Beyond Diversification provides everything you need to find the asset combination that will deliver the results you seek. You’ll learn how to choose the right tradeoffs, build the most effective asset allocation combination for your needs, and dramatically increase your odds of success for the long run. |
pimco closed end: The Only Game in Town Mohamed A. El-Erian, 2016-01-26 NEW YORK TIMES BESTSELLER • A roadmap to what lies ahead and the decisions we must make now to stave off the next global economic and financial crisis, from one of the world’s most influential economic thinkers and the author of When Markets Collide • Updated, with a new chapter and author’s note “The one economic book you must read now . . . If you want to understand [our] bifurcated world and where it’s headed, there is no better interpreter than Mohamed El-Erian.”—Time Our current economic path is coming to an end. The signposts are all around us: sluggish growth, rising inequality, stubbornly high pockets of unemployment, and jittery financial markets, to name a few. Soon we will reach a fork in the road: One path leads to renewed growth, prosperity, and financial stability, the other to recession and market disorder. In The Only Game in Town, El-Erian casts his gaze toward the future of the global economy and markets, outlining the choices we face both individually and collectively in an era of economic uncertainty and financial insecurity. Beginning with their response to the 2008 global crisis, El-Erian explains how and why our central banks became the critical policy actors—and, most important, why they cannot continue is this role alone. They saved the financial system from collapse in 2008 and a multiyear economic depression, but lack the tools to enable a return to high inclusive growth and durable financial stability. The time has come for a policy handoff, from a prolonged period of monetary policy experimentation to a strategy that better targets what ails economies and distorts the financial sector—before we stumble into another crisis. The future, critically, is not predestined. It is up to us to decide where we will go from here as households, investors, companies, and governments. Using a mix of insights from economics, finance, and behavioral science, this book gives us the tools we need to properly understand this turning point, prepare for it, and come out of it stronger. A comprehensive, controversial look at the realities of our global economy and markets, The Only Game in Town is required reading for investors, policymakers, and anyone interested in the future. |
pimco closed end: The Closed-end Fund Discount Elroy Dimson, Carolina Minio-Paluello, 2002 |
pimco closed end: The Ivy Portfolio Mebane T. Faber, Eric W. Richardson, 2009-03-27 A do-it-yourself guide to investing like the renowned Harvard and Yale endowments. The Ivy Portfolio shows step-by-step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach. The Ivy Portfolio also reveals a novel method for investors to reduce their risk through a tactical asset allocation strategy to protect them from bear markets. The book will also showcase a method to follow the smart money and piggyback the top hedge funds and their stock-picking abilities. With readable, straightforward advice, The Ivy Portfolio will show investors exactly how this can be accomplished—and allow them to achieve an unparalleled level of investment success in the process. With all of the uncertainty in the markets today, The Ivy Portfolio helps the reader answer the most often asked question in investing today - What do I do? |
pimco closed end: Strategies of Banks and Other Financial Institutions Rajesh Kumar, 2014-07-16 How and why do strategic perspectives of financial institutions differ by class and region? Strategies of Banks and Other Financial Institutions: Theories and Cases is an introduction to global financial institutions that presents both theoretical and actual aspects of markets and institutions. The book encompasses depository and non-depository Institutions; money markets, bond markets, and mortgage markets; stock markets, derivative markets, and foreign exchange markets; mutual funds, insurance, and pension funds; and private equity and hedge funds. It also addresses Islamic financing and consolidation in financial institutions and markets. Featuring up-to-date case studies in its second half, Strategies of Banks and Other Financial Institutions proposes a useful theoretical framework and strategic perspectives about risk, regulation, markets, and challenges driving the financial sectors. - Describes theories and practices that define classes of institutions and differentiate one financial institution from another - Presents short, focused treatments of risk and growth strategies by balancing theories and cases - Places Islamic banking and finance into a comprehensive, universal perspective |
pimco closed end: When Markets Collide: Investment Strategies for the Age of Global Economic Change Mohamed El-Erian, 2008-07-01 SELECTED AS A 2008 BEST BUSINESS BOOK OF THE YEAR BY THE ECONOMIST ONE OF THE SMARTEST INVESTORS ON THE PLANET.--MONEY MAGAZINE “This book is an essential read for those whowish to understand the modern world of investing.” —Alan Greenspan Winner of the 2008 Financial Times and Goldman Sachs Business Book of the Year Award When Markets Collide is a timely alert to the fundamental changes taking place in today's global economic and financial systems--and a call to action for investors who may fall victim to misinterpreting important signals. While some have tended to view asset class mispricings as mere “noise,” this compelling book shows why they are important signals of opportunities and risks that will shape the market for years to come. One of today's most respected names in finance, Mohamed El-Erian puts recent events in their proper context, giving you the tools that can help you interpret the markets, benefit from global economic change, and navigate the risks. The world economy is in the midst of a series of hand-offs. Global growth is now being heavily influenced by nations that previously had little or no systemic influence. Former debtor nations are building unforeseen wealth and, thus, enjoying unprecedented influence and facing unusual challenges. And new derivative products have changed the behavior of many market segments and players. Yet, despite all these changes, the system's infrastructure is yet to be upgraded to reflect the realities of today's and tomorrow's world. El-Erian investigates the underlying drivers of global change to shed light on how you should: Think about the new opportunities and risks Construct an appropriately diversified and internationalized portfolio Protect your portfolio against new sources of systemic risk Best think about the impact of central banks and financial policies around the world Offering up predictions of future developments, El-Erian directs his focus to help you capitalize on the new financial landscape, while limiting exposure to new risk configurations. When Markets Collide is a unique collection of books for investors and policy makers around the world. In addition to providing a thorough analysis and clear perspective of recent events, it lays down a detailed map for navigating your way through an otherwise perplexing new economic landscape. |
pimco closed end: Plunkett's Investment & Securities Industry Almanac Jack W. Plunkett, 2008 The investment and securities industry is rebounding from the dismal markets of the early 2000s. Improved corporate profits, low interest rates and efforts to improve corporate governance have led the way, despite recent scandals in the mutual funds industry. Meanwhile, the investment industry is increasingly a global business. This is partly due to the needs of multinational corporations to list their stocks or issue debt in more than one nation. For example, ADRs (American Depository Receipts) are increasingly popular instruments. Cross-border investments and acquisitions continue at a rapid pace. Discount brokerages are enjoying improved levels of trading, while investment banks are developing new ways to create lucrative fees. This carefully-researched book (which includes a database of leading companies on CD-ROM) is a complete investments, securities and asset management market research and business intelligence tool -- everything you need to know about the business of investments, including: 1) Investment banking, 2) Stock brokers, 3) Discount brokers, 4) Online brokers, 5) Significant trends in financial information technologies, 6) Asset management, 7) Stock ownership by individuals and households, 8) 401(k)s and pension plans, 9) Mutual funds, 10) ETFs (Exchange traded funds), 11) ECNs (Electronic Communication Networks), 12) Developments at the NYSE and other exchanges. The book includes a complete chapter of vital industry statistics, an industry glossary, a complete list of industry contacts such as industry associations and government agencies, and our in-depth profiles of more than 300 leading firms in the investment and asset management business. A CD-ROM database of these firms is included with the book. |
pimco closed end: Canadian Loyalty Roswell Fisher, 1885 |
pimco closed end: Rules for Operating Companies United States. Office of Censorship, 1942 |
pimco closed end: Homeless to Millionaire Grace Vandecruze, 2020 |
pimco closed end: Morningstar's 30-Minute Money Solutions Christine Benz, 2010-01-07 The quick and easy way to manage money and achieve financial goals The recent economic meltdown has left people in terrible financial shape with little idea of how to turn things around. Using Morningstar's time-tested strategies and sensible approach to money management, Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances breaks down important financial tasks into do-able chunks, each of which can be accomplished in 30 minutes or less. The practical, no-nonsense book Lays out the tools to get organized, including how to create a filing and bill paying system Details how to find the best uses for one's money, as well as how to properly invest for savings, college, and retirement Other titles by Benz: Morningstar® Guide to Mutual Funds: Five Star Strategies for Success These are uncertain times. Morningstar's 30-Minute Money Solutions provides expert guidance on all aspects of personal money management, and it does so in quick, easily digestible steps. |
pimco closed end: Loan Portfolio Management , 1988 |
pimco closed end: SEC Docket United States. Securities and Exchange Commission, 1994 |
pimco closed end: Finance for Academics Ronald A. Francisco, 2012-03-27 The purpose of this book is to provide a hands-on guide to finance and investment for academics with an objective of providing strategies to maximize income, minimize fees, and legally minimize taxes. There are many risks in finance and investment such as stock market crashes, inflation, corruption, fees and interest rates. This book stresses that stocks and bonds are the mainstay of most investors. Dividend-growth stocks mitigate the risk of inflation. In addition, they cost nothing once they are purchased, unlike mutual funds that have constant fees. The author explains how to find dividend-growth stocks whose payout increase exceeds inflation and how to compound quarterly in order to make projections for future growth in the number of shares or in the value of the capital itself. The author, in addition, discusses the value of bond funds and master-limited partnerships for an investment portfolio. Retirement income is a major concern for senior academics and the median level of retirement savings for those 55 to 64 is only $145,000, which is insufficient. The author stresses the need to mix dividend-growth stocks and closed-end bond funds to fund retirement as well as explains Roth IRAs, 401(k)s and other such tax-free forms of retirement financing. Finally, the book examines financial risks and shows how to mitigate them to the extent possible. This book is a must-have for any professor or academic approaching retirement age or looking to secure their future income. |
pimco closed end: Finance and Investment Handbook John Downes, Jordan Elliot Goodman, 2003-03 Previous editions of this comprehensive reference book have been called arequired reading for students, investors, and writersa by USA Today, and aa teeming reservoir of informationa by the Oakland Tribune. Updated to reflect the 2006 investment climate, the new edition of Barronas Finance and Investment Handbook presents a financial dictionary of more than 5,000 terms, an analysis of many current investment opportunities, guidelines for non-experts on what to look for when reading corporate reports and financial news sources, an up-to-date directory of hundreds of publicly traded corporations in the United States and Canada, and a directory listing the names and addresses of brokerage houses, mutual funds families, banks, federal and state regulators, and other major financial institutions. Here in one big volume is indispensable information for planning and maintaining a healthy investment portfolio. |
pimco closed end: ETFs and Systemic Risks Ayan Bhattacharya, Maureen O’Hara, 2020-01-22 Exchange-traded funds (ETFs) revolutionized asset markets by using an innovative structure to make investing in a wide variety of asset classes simpler and cheaper. With their growing importance has come increasing concern that these products pose new risks to market stability and performance. This paper examines whether ETFs affect systemic risks in financial markets and, if they do, what the mechanism is by which this impact occurs and what can be done to keep the risks under control. We review current research and empirical evidence on these issues and discuss some emerging risks in ETFs. We ask whether we have the right “rules of the road” to deal with the new drivers of market behavior. |
pimco closed end: Accounting Series Releases , 1976 |
pimco closed end: Investing in Commercial Mortgage-Backed Securities Frank J. Fabozzi, 2000-12-15 Commercial mortgage-backed securities (CMBS)-securitizations of mortgage loans backed by commercial real estate-have become compelling devices for fixed income investing. This title, edited by renowned financial expert Frank Fabozzi, describes the structure, valuation, and performance of CMBS, illustrates an empirical framework for estimating CMBS defaults, instructs how to value prepayment and credit risks of CMBS, and more. |
pimco closed end: The Frackers Gregory Zuckerman, 2013 Meet the Frackers. George Mitchell, the son of a Greek goatherder, who tried to extract gas from rock that experts deemed worthless. He faced an unexpected obstacle in his quest to change history. Aubrey McClendon, the charismatic descendant of an Oklahoma energy dynasty, who scored billions leading a land grab. He wasn't prepared for the shocking fallout of his discoveries. Tom Ward, who overcame a troubled childhood to become one of the nation's wealthiest men. He could handle natural-gas fields but had more trouble with a Wall Street power broker. Harold Hamm, the son of poor farmer, who believed America had more oil than anyone imagined. Hamm was determined to find the crude before others caught on. Charif Souki, the dashing Lebanese immigrant who saw his career crumble and his fortune disintegrate, leaving one last, unlikely chance for success. Mark Papa, the Enron castoff who panicked when he realized a resurgence of American natural gas was at hand: one that his company wasn't prepared for. Praise for The Greatest Trade Ever 'Simply terrific. Easily the best of the post-crash financial books.' Malcolm Gladwell 'The definitive account of a strange and wonderful subplot of the financial crisis.' Michael Lewis 'Zuckerman is a first-rate reporter who is able to explain the complexities of finance in layman's terms. At times, The Greatest Trade Ever reads like a thriller.' The New York Times |
pimco closed end: Investment Company Act of 1940, as Amended United States, 1970 |
pimco closed end: The Millennial Advantage Jason Kirsch, Jason Kirsch Cfp(r), 2016-11-01 An Investment Book for Millennials |
pimco closed end: Kiplinger's Personal Finance , 2009-12 |
pimco closed end: Plunkett's Investment & Securities Industry Almanac 2006: The Only Complete Guide to the Investment, Securities, and Asset Management Industry Jack W. Plunkett, 2006 A key reference tool covering the investment and asset management industry, including trends and market research. Provides industry analysis, statistical tables, an industry glossary, industry contacts, thorough indexes and in-depth profiles of over 300 leading companies in the industry. Includes CD-ROM. |
pimco closed end: Kiplinger's Personal Finance Magazine , 2009-07 |
pimco closed end: Kiplinger's Personal Finance , 2008-04 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
Investment Management | PIMCO
Jun 10, 2025 · PIMCO is an investment management firm providing solutions for institutions, financial professionals and millions of individuals worldwide. Learn more.
Who We Are | PIMCO
Mar 31, 2025 · PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment …
Investment Management | PIMCO
PIMCO is an investment management firm providing solutions for institutions, financial professionals and millions of individuals worldwide. Learn more.
Investment Experts in Fixed Income & Alternatives | PIMCO
Jun 10, 2025 · PIMCO is a leader in active fixed income & private alternative investments, delivering innovative opportunities & superior outcomes for investors for 50+ years.
Careers | PIMCO - Pacific Investment Management Company LLC
Explore new opportunities at PIMCO and begin your job search with us as we empower the future of investing together.
Global Office Locations | PIMCO
PIMCO is one of the world's premier fixed income managers and we're located in 17 cities across the globe. Locate a global office location near you today.
Firm Leadership | PIMCO - Pacific Investment Management …
Our portfolio management team is headed by our chief investment officers (CIOs), led by Daniel J. Ivascyn. Investment decision-making at PIMCO, however, is very much a team effort, one that …
Income Fund Update: Compelling Yields Today, Potential Price ...
Feb 20, 2024 · Today’s bond market offers the potential for equity-like returns with less risk thanks to the highest yields in recent history. Here, Dan Ivascyn, who manages the PIMCO Income …
2024 PIMCO Tax Information
PIMCO Emerging Markets Corporate Bond Fund 0.56% - PIMCO Emerging Markets Currency and Short-Term Investments Fund 2.44% - PIMCO Emerging Markets Full Spectrum Bond …
Cyclical Outlook – Uncertainty Is Certain | PIMCO
Jan 14, 2025 · Over our longer-term secular horizon, we still expect yield curves to gradually steepen, driven by central bank easing and a continuation of the recent rise in term premium …
Investment Management | PIMCO
Jun 10, 2025 · PIMCO is an investment management firm providing solutions for institutions, financial professionals and millions of individuals worldwide. Learn more.
Who We Are | PIMCO
Mar 31, 2025 · PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment …
Investment Management | PIMCO
PIMCO is an investment management firm providing solutions for institutions, financial professionals and millions of individuals worldwide. Learn more.
Investment Experts in Fixed Income & Alternatives | PIMCO
Jun 10, 2025 · PIMCO is a leader in active fixed income & private alternative investments, delivering innovative opportunities & superior outcomes for investors for 50+ years.
Careers | PIMCO - Pacific Investment Management Company LLC
Explore new opportunities at PIMCO and begin your job search with us as we empower the future of investing together.
Global Office Locations | PIMCO
PIMCO is one of the world's premier fixed income managers and we're located in 17 cities across the globe. Locate a global office location near you today.
Firm Leadership | PIMCO - Pacific Investment Management …
Our portfolio management team is headed by our chief investment officers (CIOs), led by Daniel J. Ivascyn. Investment decision-making at PIMCO, however, is very much a team effort, one that …
Income Fund Update: Compelling Yields Today, Potential Price ...
Feb 20, 2024 · Today’s bond market offers the potential for equity-like returns with less risk thanks to the highest yields in recent history. Here, Dan Ivascyn, who manages the PIMCO Income …
2024 PIMCO Tax Information
PIMCO Emerging Markets Corporate Bond Fund 0.56% - PIMCO Emerging Markets Currency and Short-Term Investments Fund 2.44% - PIMCO Emerging Markets Full Spectrum Bond …
Cyclical Outlook – Uncertainty Is Certain | PIMCO
Jan 14, 2025 · Over our longer-term secular horizon, we still expect yield curves to gradually steepen, driven by central bank easing and a continuation of the recent rise in term premium …