Latest Blog: Beach Reading - 05/08/2024
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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 VIEW ALL MEDIA
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A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021
The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...
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RESILIA - PHILANTHROPY REPORT 2021 02-11-2021
While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new ...
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JANUARY 2021 GLOBAL MARKET INDEX PERFORMANCE 02-01-2021
Global equities gave up their gains for the month as January came to a close, with the MSCI ACWI IMI down -0.2%, the S&P 500 down -1.0%, non-US ...
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STOP THE GAME! 01-31-2021
Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price ...
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A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE 01-27-2021
"In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles ...
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RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS 01-20-2021
Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to ...
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ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS 01-13-2021
Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation ...
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4TH QUARTER 2020 - NA TRIOBLOIDI 01-11-2021
Betty Smyth was born in Belfast in the midst of World War Two, to a Protestant father, a butcher, and a Catholic mother, a part-time waitress. She ...
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CONSULTANTS CREATE GROUP TO FOCUS ON INDUSTRY DIVERSITY 01-05-2021
Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations ...
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DECEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 01-04-2021
Global equities continued to rally in December, with the MSCI ACWI IMI up 5.0%, the S&P 500 up 3.8%, non-US developed equity markets up 4.7 % in ...
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NINETEEN PREDICTIONS FOR WEALTH MANAGEMENT IN 2021 12-24-2020
2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management ...
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FIRESIDE READING 12-15-2020
Since my last update a few months ago (https://www.angelesinvestments.com/institutional-insights/still-beach-reading), I've moved from the beach to ...
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NOT JUST A GAME 12-10-2020
There are twenty amino acids in the human body. Amino acids are the chemical links that make up proteins. Proteins perform all sorts of essential ...
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NOVEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 12-01-2020
Global equities posted one of the best monthly returns on record in November, with the MSCI ACWI IMI up 12.7%, the S&P 500 up 11.0%, non-US ...
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AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC 11-04-2020
"The truth is for markets, it's not just terribly important," Michael Rosen, founder of AIA, said of the election. "It's important for a lot of ...
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OCTOBER 2020 GLOBAL MARKET INDEX PERFORMANCE 11-02-2020
Global equities posted negative returns in October with the MSCI ACWI IMI down -2.2%, the S&P 500 down -2.7%, and non-US developed equity markets ...
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3RD QUARTER 2020 - STAND UP 10-05-2020
August Landmesser was born into a poor family in a rural village outside of Hamburg in 1910. He came of age in a Germany convulsed with economic ...
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SEPTEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 10-01-2020
Global equities posted negative returns for the first month since March, challenging investors' sentiment. MSCI ACWI IMI was down -3.1%, the S&P 500 ...
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TWO (PERCENT) IS A SAD NUMBER 09-21-2020
Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a ...
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GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC 09-21-2020
The shift in allocations from equity to fixed income pre-dated the pandemic, but COVID-19 accelerated that trend, says Michael Rosen, CIO at Angeles ...
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FED HIRES BLACKROCK TO HELP CALM MARKETS. ITS ETF BUSINESS WINS BIG. 09-18-2020
"It's not that complicated, really. The Fed says, 'We're buying this.' OK, then, I'm going to buy it too," said Michael Rosen, chief investment ...
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STILL BEACH READING 09-10-2020
It's still beach weather here in Southern California, so I have a few more suggestions for beach reading.Begin Again by Eddie S. Glaude, Jr.When I was ...
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PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE 09-10-2020
"That doesn't mean it's a bad idea. But it probably means that it's not as attractive as many people think it may be." Rosen cautions that there is no ...
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AUGUST 2020 GLOBAL MARKET INDEX PERFORMANCE 09-01-2020
Global equities rose for a fifth straight month, reflecting investors enthusiasm that was lifted by a better than expected 2nd quarter earnings season ...
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