Latest Blog: Beach Reading - 05/08/2024
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- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS VIEW ALL MEDIA
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PANIC! 10-15-2014
Like Scary Nights at Universal Studios (where my daughter went this weekend), it really is scary out there. I Walked into the office looking at a ...
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US ECONOMIC GROWTH 10-14-2014
So, US economic growth is outpacing the rest of the developed world (and much of the non-developed, um, emerging, world), as seen in these charts ...
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JANUS ASSET DRAIN EXPECTED TO END 10-13-2014
Michael Rosen said he would want to understand Mr. Gross' investment process and determine the support team he will have in building his new Janus ...
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PIMCO'S OUTFLOW HEADACHES ONLY JUST BEGINNING 10-07-2014
Investors who wait until year-end to move could find an added squeeze as the holiday season dries up liquidity, said Michael Rosen, the chief ...
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$23 BILLION PULLED FROM PIMCO FUND 10-01-2014
"The performance of the other managers has been truly exceptional," said Foster, who manages $47 billion in funds from institutional investors. "We ...
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3RD QUARTER 2014 - PLAGUE 10-01-2014
Twenty million people died in the four brutal years of the Great War. Thus, the armistice of 11 November 1918 was greeted with the profound joy borne ...
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PIMCO SCRAMBLES TO REGROUP, REPLACES BILL GROSS WITH TEAM APPROACH 09-29-2014
"Most people who invested in Total Return invested because of Bill Gross," says Michael Rosen, principal and chief investment advisor at Angeles ...
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PORTFOLIO CHOICES DOOMED CALPERS' HEDGE FUND PROGRAM 09-29-2014
Mr. Rosen added that hedge fund costs for all large institutional investors have steadily dropped and that CalPERS pays similar or even higher fees ...
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PIMCO COULD SEE WITHDRAWALS UP TO 30% AS MANAGERS STUNNED 09-26-2014
Sanford Bernstein said in a report today that Pimco could see withdrawals of 10 percent to 30 percent. "Stunning, Michael Rosen, chief investment ...
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ADVISOR CONFIDENCE HOLDS STEADY IN AUGUST 08-01-2014
"Nathan Rothschild said 'Buy on the sound of cannon, sell on the sound of trumpets.' The cannons are firing from Ukraine to Iraq to Israel. Time to ...
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2ND QUARTER 2014 - DIG 07-01-2014
Whiskey has been an indelible part of Scotlands identity for centuries. Historically, consumption was tolerated by the Church of Scotland, but only in ...
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ADVISOR CONFIDENCE INDEX JUNE 2014 06-30-2014
"As the GDP picks up, public companies with excess cash will scramble to invest capital or risk under-performance. This will boost US economic ...
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ALLIANZ'S CEO DEFENDS PIMCO AMID SHAREHOLDER CRITICISM 05-07-2014
"All this becomes so much of a distraction it prevents people from performing at their highest abilities," Michael Rosen, chief investment officer at ...
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ADVISOR CONFIDENCE INDEX APRIL 2014 05-01-2014
For some advisors, the current volatility in equity markets is a good thing. "The current 'momentum stock meltdown' is healthy as it will get ...
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ADVISOR CONFIDENCE INDEX MARCH 2014 04-08-2014
Some advisors were more sanguine about the market, and see opportunities. Investors often cant see the forest for the trees, says Jon Foster, the ...
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1ST QUARTER 2014 - TRUMP 04-01-2014
Sports have been integral in societies since at least the ancient Greeks, and probably before. Today, through the magic of the internet (and ESPN), ...
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EL-ERIAN EXIT IS PIMCO DISTRACTION AS GROSS SAVES LEGACY 03-10-2014
"This clearly has the potential for being distracting," said Michael Rosen, chief investment officer at Angeles Investment Advisors LLC, a Santa ...
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HEDGE FUNDS GUARD DATA MORE, GIVE CLIENTS NEW REASON TO GRUMBLE 03-07-2014
"There are legitimate interests on both sides, and a balance needs to be struck," said Michael Rosen, chief investment officer at Angeles Investment ...
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DRAMA, POOR PERFORMANCE HAUNT PIMCO 03-07-2014
Mr. Rosen said he has not put Pimco on a unilateral blacklist; it depends on the strategy and specific investment performance. He said the Pimco ...
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PIMCO BEATS 99% OF PEERS WITH IVASCYN AS MARKET BEAST: MORTGAGES 01-27-2014
"It has been pretty clear for a while that Dan is part of the next generation of leadership at Pimco," said Michael Rosen, CIO at Angeles Investment ...
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PIMCO'S PROBLEM: WHO CAN SUCCEED THE 'BOND KING'? 01-24-2014
Michael Rosen, chief investment officer at Angeles Investment Advisors said, "but whether he can continue to do that while he's taking on increased ...
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4TH QUARTER 2013 - WEED 01-01-2014
Gardening goes back a long time in human history. Eden, after all, was a garden. The Hanging Gardens of Babylon, thought to exist about 2,600 years ...
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PAULSON FUNDS BENEFIT FROM SHIFT TO STOCKS 12-30-2013
"Following a couple of years of very strong returns in the credit space, we had a sense in the beginning of the year that had largely played out," ...
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ADVISOR CONFIDENCE INDEX NOVEMBER 2013 12-04-2013
Fed Tapering turns on the Shot Clock. Capitalists will need to take their shot or lose the opportunity to score, said Jonathan Foster, President & ...
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