PIMCO portföy yönetim şirketinin yatırım danışmanlarından Curtis A. Mewbourne, Ağustos bülteninde yatırımcılara doların rezerv statüsünü kaybetmekte olduğunu, portföylerindeki nakit varlıkları çeşitlendirmelerini önermiş!
Aslında bu yeni değil, Bloomberg'de yer alan ayrıntılı habere göre, yine PIMCO'nun başka bir portföy yönetcisi, Bill Gross da Haziran ayında yatırımcılara merkez bankaları ve ülke fonları ellerindeki dolarları boşaltmadan acele edip ellerindeki dolarları boşaltmalarını önermiş!
Bunları söyleyenler karamsar akademisyenler değil, piyasada yoğun işlem gerçekleştiren ve para sahiplerine akıl veren profesyoneller. Yani akademisyenin söylediği önemsenmeyebilir ama bu tiplerin söylediklerini dinleyerek alım-satım yapılıyor!
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