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Commentary
Portfolio Manager Newsletters

Bill Gross's Investment Outlook
Dear President Obama
Jul 2008

Hmmmmm?
Jun 2008

All Quiet on the Western Front
May 2008

When I'm Sixty-Four
Apr 2008

Better Late Than Never
Feb 2008

Pyramids Crumbling
Jan 2008

The Shadow Knows
Dec 2007

Shadow Dancing
Nov 2007

What Do They Know?
Oct 2007

Where's Waldo? Where's W?
Sep 2007

Looking for Contagion in All the Wrong Places
Jul 2007

How We Learned to Stop Worrying (so much) and Love "Da Bomb"
Jun 2007

Grim Reality
Apr 2007

100 Bottles of Beer on the Wall
Feb 2007

Emerging Markets Watch
Decoupling
Apr 2008

"The Times They Are a-Changin'"
Nov 2007

Never Send to Know for Whom the Bell Tolls
Aug 2007

Global Central Bank Focus
A Kind Word for Inflation
Jun 2008

When Monetary Policy Conducts a Fiscal Policy Operation
May 2008

Credit, Markets, and the Real Economy
Apr 2008

Not Good Times
Mar 2008

Chasing the Neutral Rate Down
Feb 2008

A Perfervid Moment
Jan 2008

Minsky and Neutral: Forward and in Reverse
Dec 2007

Perils of Plenty:Can Foreign Reserves Grow Forever?*
Nov 2007

A Reverse Minsky Journey
Oct 2007

Teton Reflections
Sep 2007

The Slip Between the Cup and the Lip
Jul 2007

What Can Go Wrong: China*
Jun 2007

Requiem for a Princess
May 2007

The Costly Reality About the Wrong Definition of Comfortable
Apr 2007

The Plankton Theory Meets Minsky
Mar 2007

If Fed Funds Rate "Fails" to Fall
Feb 2007

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the fund´s prospectus, which may be obtained by contacting your financial advisor. Click here for a complete list of the PIMCO Funds and Allianz Funds prospectuses. Please read the prospectus carefully before you invest or send money.

No part of these publications or media appearances may be reproduced in any form, or referred to in any other publication, without express written permission. 

 

This commentary is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies and opportunities. The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for the long-term, especially during periods of downturn in the market.

 

Cadence Capital Management (CCM), which manages certain Allianz mutual funds, is an independently-owned investment firm.

 

Some products/services may not be offered at certain broker/dealer firms.

 

Allianz Global Investors Distributors LLC, 1345 Avenue of the Americas, New York, NY 10105-4800. Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

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