PIMCO Enters ETF Market

Bond giant Pacific Investment Management Company or PIMCO has launched an ETF Platform to provide a new way to access the firm’s investment expertise. The first in a series of ETF solutions is the the PIMCO 1-3 Year U.S. Treasury Index Fund (TUZ), a short-duration bond portfolio for investors that are focused on relatively stable principal value and avoiding credit risk.


Case Study: Anticipating Higher Interest Rates

To preserve wealth and generate some income, Jim moved a healthy portion of his portfolio to Long Term Treasury Bonds. However, the improving economy combined with the Fed’s massive monetary response to the financial crisis has Jim concerned about the potential for a rising interest rate environment within the next 12 to 18 months.