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Articles tagged "PIMCO"


'Chuck' is advising a move to lower-expense ratio funds and stable management teams.

Schwab phones (at least some) Private Client customers to advise dumping PIMCO Total Return fund
Funds under Schwab discretion exited the Bill Gross fund three weeks ago

Tuesday 10.21.14
Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.

Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above
Brent Burns counter-dissects the Sanders Wommack vivisection of an article written by experts from LPL and Google

Friday 10.17.14
Sanders Wommack: I took a close look at underlying data and came to significantly different -- in some instances polar opposite --  conclusions.

Why I respectfully reject the harsh take on unconstrained bond funds expressed by Google and LPL co-authors
An article by LPL's Adam Cohen and Google's Jingwei Lei in IMCA's publication flukily conicided with the revelation of Bill Gross's new job managing just such a fund

Monday 10.13.14
Bill Gross exudes personal accountability -- even amid a few eccentricities.

The very good news that RIAs can take away from the whole Bill Gross imbroglio
Without a say-what-he-wants-when-he-wants 70-year-old to hold to account, PIMCO is reduced to a robo status that makes many decisionmakers nervous

Wednesday 10.8.14
Cathy Curtis: I won't follow Bill Gross to Janus.

How RIAs are managing the Bill Gross problem -- from firing his old PIMCO fund, to detailed letters to clients to taking a good look at Janus
Like all matters related to advice, advisors are determined to be decisive and articulate to clients

Wednesday 10.1.14
Richard Weil has now completed the PIMCO trifecta with the Bill Gross hire.

How Janus CEO Richard Weil's Bill Gross hire completes the PIMCO-ization of the Denver equity shop
The Denver-based fund company now has its chairman, CEO and star manager seats filled by PIMCO alums

Wednesday 10.1.14
Eric Jacobsen: The fund's bronze Morningstar analyst rating reflects [our] high level of confidence in PIMCO's resources and overall abilities but also the uncertainty as to exactly how all thee parts will mesh in the wake of Gross's departure.

With kid gloves and after great patience, Morningstar yanks gold-level rating on PIMCO Total Return Fund and predicts possible exit of 'tens of billions' in assets
The Chicago fund tracker says the cut to the bronze level suggests positivity but lack of

Tuesday 9.30.14
RIAs got their first direct splash of Gross's eccentric behavior at Morningstar's Investors Conference in June.

The real Bill Gross story with big help from the Wall Street Journal's reporting (Hint: The signs were there)
The humbled Bond King goes to an equity shop with a shove from PIMCO, a DoubleLine query and diminished options, WSJ reports

Friday 9.26.14
Brigitte Posch:This is a risk that we believe is currently underestimated by the market and is the key basis for our negative view on the sector.

Babson Capital's Brigitte Posch travels to Russia with an entourage and comes away with an insider's view of the investment landscape
The former head of PIMCO emerging markets finds some comfort in the substance of the Eurasian bear's central bank

Tuesday 8.19.14
Russell Kinnel: It's times like this when it's most important to get out and talk to people.

Just what damage was done -- or not -- by Bill Gross ranting in shades
The PIMCO leash is still pretty long, say RIAs, Morningstar analysts and others but the bond king needs to rethink how he manages the media in a hurry

Tuesday 6.24.14
Bill Gross: I'll say, repeat after me: Bill Gross is the kindest, bravest, warmest and most wonderful human being you've ever met in your life. Hopefully that will work. [photo credit: Jim Tweedie]

Bill Gross's stage antics leave Morningstar conference-goers gobsmacked
Wearing sunglasses, comparing himself to Justin Bieber and making his desire to bribe journalists known (albeit in jest) baffled observers

Friday 6.20.14
David Butler: We don't talk much about the performance of funds. We talk a lot more about the theory of the investment process.

Cogent rates the top fund wholesalers to RIAs, and all advisors, and the 'sales' units at DFA, PIMCO, BlackRock and Franklin Templeton stand out
Dimensional Fund Advisors and PIMCO deliver some inside scoop without the sales dance to lead the sales-to-RIA pack in gaining netry to inner sanctums

Friday 5.30.14
What looks disorderly at TD has the dead reckoning of dollars following ROI opportunity.

An advertiser's-eye view of TD Ameritrade's national conference
Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell

Monday 2.3.14
Bill Gross is every PR person's fantasy client according to Cognito's Jason Lahita.

The Grossian formula for PR: Why Bill’s press is good press, even when it’s bad
You too can reach the PR mountaintop and weather bad press by following Gross' example -- here's how

Wednesday 1.11.12
Bill Gross: I think capitalism is at risk. It relies on growing consumption.

Bill Gross and Liz Ann Sonders are Dr. Gloom and Ms. (Fairly) Optimistic before Schwab IMPACT crowd
The PIMCO CIO goes so far as to envision the eventual 'end of capitalism' while Schwab's chief strategist sees underappreciated signs of a new boom

Wednesday 11.2.11
Brent Burns: In a falling interest rate environment, rising prices can mask the added risk of taking bets ... the headwind of rising rates only magnifies them.

Bill Gross' commentary should be taken with a bigger grain of salt in this market
The PIMCO founder is a mutual fund manager and may view the market with a trader's eye

Monday 7.25.11
Martin Walsh: There is virtually zero chance of 'hundreds of billions' of municipal defaults in 2011.

The deep dish on why Meredith Whitney was dead wrong on municipal bonds
There are trouble spots but these unglamorous holdings are still among the safer and more tax-effective instruments around

Friday 7.8.11
Kristin Gibson: Clients will really force your hand out of fear.

Russell Investments and Fidelity both see disconnect between HNW investors and RIAs in separate studies
Mere millionaires prefer fixed income and ultra-wealthy Tiger 21 members also edge toward perceived sleep-at-night investments

Thursday 6.23.11
Bill Gross: Buy blue chip stocks like Coca-Cola, Pepsi and Procter & Gamble.

Bill Gross wows advisors at Morningstar conference, but not with good news
The bond king slammed fixed income investments and encouraged blue chip stock investments in a hard-hitting speech

Thursday 6.9.11
Mike Henkel: There’s a recognition of the breakaway movement.

Envestnet deepens relationship with PIMCO, BlackRock and other big guns of investment management
Wirehouse broker demand and the TAMP's critical mass help usher in the changes

Wednesday 1.5.11
Bill Gross’ thought leadership may contribute to advisors' feelings of confidence and security.

Why PIMCO's brand is most sterling and Powershares, Vanguard and ProShares are fast-gaining
Emotions of investors need to be addressed in three areas

Tuesday 11.2.10
Mohamed El-Erian: We are not at escape velocity from this crisis

BlackRock CEO rates U.S. economy closer to brink than PIMCO CEO
Fink and El-Erian both decline to sound the all-clear

Monday 9.14.09
There are empty seats to fill at fall advisor conferences

Down economy subdues advisor attendance at fall conferences, FPA says
Schwab and IMCA events could avoid drops from last year

Tuesday 9.8.09

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