CIO INSIGHTS

508 RESULTS

• 

  BATTLE FOR SHARE OF PIMCO SPOILS IS GETTING HOTTER 10-27-2014

  Mr. Rosen said the new multiperson investment team that replaced Mr. Gross on the fund might improve its recent performance, but that might not be ...

  READ MORE
• 

  I'M NOT DEAD! 10-24-2014

  A great line from a great Monty Python movie, and another crisp cover from The Economist: ...

  READ MORE
• 

  KIDS! 10-23-2014

  On a totally non-market subject, more young adults are living with their parents, and here's the graph to prove it (courtesy of Hugo Scott-Gall of ...

  READ MORE
• 

  EUROPE FALLING 10-22-2014

  Yes, pessimism over Europe's prospects is high, and valuations in Europe are relatively low. But both for good reasons.Below is another data point ...

  READ MORE
• 

  REVERSAL 10-21-2014

  I'm interpreting the spike down last week and the strong rebound in the past few days as bullish. See the chart below from Friday's close ...

  READ MORE
• 

  SHADES OF 2007? 10-17-2014

  Nice graphic in today's FT showing the spike in vol and sell-off in risk (Greek bond yields jumped from 5.5% to 9% in the past few days).I still think ...

  READ MORE
• 

  OLD AGE 10-16-2014

  It's been 3 years since US equities have corrected more than 10%. But there's no law about how long rallies can last without a correction.In ...

  READ MORE
• 

  CONSIDER 10-16-2014

  Consider:Volatility spiked to its highest level in over 2 years.Global equities are in negative territory this year, led by Europe's 10% ...

  READ MORE
• 

  KNOWNS AND UNKNOWNS 10-16-2014

  Until last month, 2014 was a year of investor complacency. Recent market volatility has shaken offrnthe prevailing calm with a healthy re-examination ...

  READ MORE
• 

  MLPS 10-15-2014

  Some historical data from Credit Suisse below: MLPs are off 14% this month, pretty bad. Subsequent performance (no guarantees) looks pretty strong ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  $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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE

12345678910111213141516171819202122