Equities yes, Bonds no, consider private equity, and/or private entities where you have influence (ownership?)
A Bond King Turns Bearish - BusinessWeek
"Under what Pimco calls the "new normal," investors should expect lower-than-average historical returns with heightened government regulation, lower consumption, slower growth, and a shrinking global role for the U.S. economy. Huge borrowing in nations including the U.S., U.K., and Japan will eventually lead to inflation as governments sell record amounts of debt to finance surging deficits, Gross predicts."
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