Latest Blog: Beach Reading - 09/18/2023
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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- 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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DODGE & COX GROWS ON PERFORMANCE, PIMCO FLOW 01-12-2015
While performance at both funds is strong, it's clear the Dodge & Cox bond strategy benefited from outflows at PIMCO, said investment consultant ...
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PIMCO NAMES BERNANKE, BROWN, TRICHET TO GLOBAL ADVISORY BOARD 01-07-2015
"It's possible to imagine that there's some insight these individuals can provide,"" Rosen, whose Santa Monica, California-based firm advises on more ...
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PIMCO TOTAL RETURN SUFFERS WORST YEAR FOR REDEMPTIONS, WITH GROSS, EL-ERIAN DEPA 01-03-2015
"You could still see some more outflows and then it probably stabilizes, unless performance really deteriorates," Michael Rosen, chief investment ...
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PIMCO PAID BILLIONAIRE GROSS $290 MILLION BONUS IN 2013 11-04-2014
"In the mutual fund world its no doubt on the very high side," said Michael Rosen, chief investment officer at Angeles Investment Advisors. "This is a ...
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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 ...
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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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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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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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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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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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ADVISOR CONFIDENCE INDEX SEPTEMBER 2013 10-02-2013
"Corporations and investor crave normalcy. Once the economy starts breathing on its own again, both corporate and investor cash will return to the ...
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