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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 SEARCH MEDIA
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US MANUFACTURING 11-04-2014
Wow. The good people at the Institute for Supply Management survey American manufacturers every month and ask, "how's business?" They then create a ...
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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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IT'S A BIG WORLD 11-03-2014
With apologies to Walt Disney, the global economy is getting, well, more global, and, intuitively, companies' sensitivities to global macro factors ...
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QE IMPACT? 10-31-2014
QE3 (the policy, not a new Cunard ship) was launched 2 years ago and ended this week. The expanded it balance sheet by $1.6 trillion, or ...
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DOUBLE LEVERAGE? 10-29-2014
Oil prices are down about $30 from their highs; great news for consumers and the big oil importers (China, Korea, India). Not so good news for the big ...
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BRASIL 10-28-2014
A hundred years ago, I studied international relations in school (the Sykes-Picot Treaty was a hotly-debated current topic among us). For the few of ...
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THE PRESENT IS THE FUTURE (AT LEAST IN BOND LAND) 10-27-2014
In our long-term assumptions, we generally assume that the total return in fixed income is pretty close to its starting yield. That's because 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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I'M NOT DEAD! 10-24-2014
A great line from a great Monty Python movie, and another crisp cover from The Economist: ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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% ...
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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 ...
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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 ...
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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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