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Insights from our CIO
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![Michael Rosen]()
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CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 35 years experience as an institutional portfolio manager, investment strategist, trader and academic.
RSS: CIO Blog | All Media
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![4th Quarter 2001 - Ode to Joy]()
1 Jan, 20024th Quarter 2001 - Ode to Joy
BeethovenÃs ninth, and final, symphony premiered in Vienna on 7 May 1824 with the composer himself presiding over the orchestra. Beethoven had no idea how the piece would be received since he knew he had broken all the rules...
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![3rd Quarter 2001 - Freedom]()
1 Oct, 20013rd Quarter 2001 - Freedom
September. On the 17th of that month in 1862, 23,000 Americans were killed or wounded near a little town in Maryland on the banks of the Potomac River called Antietam. It was the bloodiest day inrnAmerican history.
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![2nd Quarter 2001 - Keeping the Top Down]()
1 Jul, 20012nd Quarter 2001 - Keeping the Top Down
Summer means morning fog along the California coast. It usually burns off by afternoon, but not always. No matter; the top of my convertible is always down, because the view is better. Not always good, especially in this market, just better.
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![1st Quarter 2001 - Trials, Tribulations... & Tips]()
1 Apr, 20011st Quarter 2001 - Trials, Tribulations... & Tips
Unless your portfolio has been stuffed with Treasury bonds, you are suffering through the worst period of portfolio returns in a generation. You probably didnÃt need that reminder, but I hope we can put some perspective around this current market...
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