Latest Blog: Fireside Reading - 03/01/2024
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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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NO PANIC (YET) 08-13-2015
Earlier this week, China devalued its currency 1.9% against the US dollar. On one level, this is not a big deal. China's currency has been ...
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CRIMINALS IN DIAPERS 08-05-2015
Japan grew from the (literal) ashes of the Second World War to become the second largest economy in the world by creating products we all wanted. Some ...
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DRY HOLE 07-29-2015
Southern California just had the wettest July on record, the Angels were rained out of a home game for the first time in 20 years, and we're all ...
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HOT BIDDING 07-27-2015
The housing recovery, from its worst downturn since at least the 1930s, has been steady, but much less robust than most had expected. There are many ...
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OUTSOURCING HERE TO STAY BUT WILL CONTINUE TO EVOLVE 07-27-2015
"It's unlike a lot of investment ideas that are really nothing more than fads; the OCIO concept is rooted in a good idea,"" Mr. Rosen added. "It's an ...
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PLUNGING 07-24-2015
Commodity prices are in free fall. The Bloomberg Commodity Price Index (5-year chart below) is off about 30% in the last year. Gold is dropping toward ...
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CAPITAL GROUP CHAIRMAN JAMES ROTHENBERG DIES AT 69 OF HEART ATTACK 07-22-2015
"He was one of the giants in the investment management world and was part of building Capital Group into one of the premier investment ...
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WILD, WILD EAST 07-13-2015
The central planners in Beijing have gotten so much right for the past three decades, that they might be forgiven for believing in their own ...
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TOWERS WATSON, WILLIS MERGER TO COMBINE STRENGTHS 07-13-2015
"Towers Watson has the stronger investment consulting presence, and I would expect that group to lead the new group effort," Mr. Rosen said. ...
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??? 07-06-2015
I'm not sure why the pundits were predicting the Greeks would volunteer to walk meekly to their certain ruin, but the vote yesterday apparently ...
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2ND QUARTER 2015 - CLOSE HAUL 07-01-2015
Sailing has been an inextricable companion of human development and civilization. Artifacts over 7,000 years old contain pictures of sail boats, more ...
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PUERTO POBRE 06-30-2015
An honest politician may be oxymoronic (or is just moronic?), or maybe it's the black swan that surprises us when seen. Either way, Alejandro Garcia ...
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DRAMA/DRACHMA 06-29-2015
Here we go again, as Ronald Reagan used to say. Asian equities off 2-3%, Europe down 3-4%, Treasuries rallying, gold up. What's going on?The latest ...
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MANAGERS ADD CONSULTING TO GROW CLIENT RELATIONSHIPS 06-29-2015
"I've run into money managers and my peers have as well. The argument is mostly about fees," Mr. Rosen said. "So prospective clients say "I can get ...
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WAMCO WORKING TO REGAIN STATUS WITH INSTITUTIONS 06-29-2015
Michael Rosen said it's not surprising that WAMCO suffered severely during the financial crisis, given its orientation toward riskier assets. ...
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MORE ON RATES... 06-26-2015
A few days ago (Beginning's End) I suggested 2015 might turn out to be the worst year for bond investors in the past three decades. Here are some ...
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CALPERS LIKELY TO FALL SHORT OF ANNUAL INVESTMENT GOALS 06-25-2015
Michael Rosen, a principal at Angeles Investment Advisors, which counsels institutional investors, said the year-to-date performance was "not outside ...
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BEGINNING'S END 06-23-2015
In November 1942, with the Battle for Egypt under way, Winston Churchill addressed his nation with these words:Now this is not the end. It is not even ...
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CLIENTS VIEW MONEY MANAGERS APART FROM TAINTED PARENTS 06-15-2015
"To my knowledge, there's no evidence of wrongdoing within the asset management groups. So there's logic to separating the asset manager from the rest ...
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PARTY LIKE IT'S 1999? 06-12-2015
Some observers point to the eye-popping valuations for companies with little revenue (WhatsApp, e.g., bought by Facebook for $19 billion) as ...
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ANGELES WEALTH COMMENTARY 06-11-2015
A Secular Bull Market is generally defined as a long-term bullish trend consisting of larger bull markets and smaller bear markets or corrections. In ...
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JUNE GLOOM WILL FADE 06-08-2015
1024"June gloom" is what you get when a warming land mass meets a cooler ocean: a layer of marine fog that the sun burns off into afternoon haze. It ...
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SOUTHLAND BOND TRADERS HAD PREPARED FOR SCENARIOS FROM GREEK DEBT CRISIS 06-07-2015
Michael Rosen said MetWest benefited from its size and consistency in attracting cautious bond investors, which often move herd-like to a few firms. ...
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FIVE YEARS IN, JANUS CEO RICHARD WEIL BEATS THE ODDS BUT HAS MORE WORK TO DO 06-01-2015
But consultant Michael Rosen, founder and CIO of Angeles Investment Advisors, believes institutional money could flow to Mr. Gross sooner than the ...
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