Latest Blog: Beach Reading - 05/08/2024
-
-
ARTICLES & INSIGHTS
-
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
-
-
CIO INSIGHTS
666 RESULTS
SEARCH TOOLS-
FOR VANGUARD, THESE ARE THE BEST OF TIMES 01-26-2015
Others agree. "The trend toward passive investing is something (Vanguard founder) John Bogle really believed in," said Michael Rosen, a principal of ...
READ NEWS -
VANGUARD'S FUNDS REACH NEW HEIGHTS 01-26-2015
Although Mr. Rosen said he still believes in active management " "it just requires the right mix of resources, experience, organization and ...
READ NEWS -
STATISTICS 01-20-2015
Mark Twain wrote in his autobiography that there are three kinds of lies: lies, damned lies and statistics. How true.Revenue can be deferred (or ...
READ BLOG POST -
SWISS CHEESE 01-15-2015
Back in 2011, as talk of the Eurozone disintegrating was at high pitch, investors fled to the perceived safety of the Swiss franc (CHF). Naturally, ...
READ BLOG POST -
WHY HIGH-YIELD DEBT SELLOFF ISN'T 2007 ALL OVER AGAIN. OR IS IT? 01-15-2015
Just as many underestimated the effect defaulting subprime mortgages would have on financial markets in 2008, investors pulling money from high-yield ...
READ NEWS -
MARKET COMMENTARY 01-13-2015
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 ...
READ COMMENTARY -
IN VANGUARD'S SHADOW, SMALL FIRM SCORES TWEAKING INDEXES 01-13-2015
"Educated advisers are more likely to prevent their clients from making radical changes when markets drop," said Rosen. "The fact that those assets ...
READ NEWS -
DODGE & COX GROWS ON PERFORMANCE, PIMCO FLOW 01-12-2015
While performance at both funds is strong, it's clear the Dodge & Cox bond strategy benefited from outflows at PIMCO, said investment consultant ...
READ NEWS -
WEIGHTY 01-08-2015
Among new year resolutions, losing weight tops the list for the majority of Americans. Actually, I made up that statistic, but in my defense, (a) it ...
READ BLOG POST -
PIMCO NAMES BERNANKE, BROWN, TRICHET TO GLOBAL ADVISORY BOARD 01-07-2015
"It's possible to imagine that there's some insight these individuals can provide,"" Rosen, whose Santa Monica, California-based firm advises on more ...
READ NEWS -
PIMCO TOTAL RETURN SUFFERS WORST YEAR FOR REDEMPTIONS, WITH GROSS, EL-ERIAN DEPA 01-03-2015
"You could still see some more outflows and then it probably stabilizes, unless performance really deteriorates," Michael Rosen, chief investment ...
READ NEWS -
SHIPPING 01-02-2015
First, happy new year to all!I walked into the office this morning to a crystal clear view of the Pacific. What a beautiful start to the year!In the ...
READ BLOG POST -
4TH QUARTER 2014 - CANUTE 01-01-2015
Beginning in the late 8th century, an intrepid band of explorers set out from their harsh, frozen lands, first to plunder, then to conquer most of ...
READ COMMENTARY -
GDP 12-23-2014
Normally, I wouldn't comment on any single economic release, but today's GDP revision adds to the mounting evidence of a strengthening US economy. GDP ...
READ BLOG POST -
TOO MANY WORDS 12-22-2014
Among monetary economists, there is a raging debate over the merits of the Fed's burgeoning balance sheet. Back in November 2010, an open letter to ...
READ BLOG POST -
ENERGY PANIC 12-16-2014
Take a look at the price of a barrel of good ol' West Texas Intermediate (see graph below). Two things jump out at me: big declines occur in ...
READ BLOG POST -
EUROPE SPUTTERS, US CRUISES 12-15-2014
Europe's unemployment rate is 11.5%. Europe is currently growing at less than 1%. A rule of thumb is that it takes excess growth of 2-2.5% to drop the ...
READ BLOG POST -
DEFLATION? NOT US 12-09-2014
The dramatic (40%!) drop in oil prices has caused some hysteria in the media about the rising risks of deflation. After all, lower energy prices is ...
READ BLOG POST -
LABOR MARKET 12-05-2014
Oh, this was a strong report this morning, on every level:321,000 net new jobs in November.10 consecutive months of +200,000 payroll gains (228,000 on ...
READ BLOG POST -
PETROPOLITICS-II (IMPLICATIONS) 12-03-2014
Declining oil prices provide a net benefit to the global economy. A rule of thumb is every $10/barrel transfers around $330 billion, about 0.4% of ...
READ BLOG POST -
PETROPOLITICS 12-02-2014
For the past few years, oil has held steady at around $100/barrel, as supply and demand were largely held in check. Supply was disrupted in Libya and ...
READ BLOG POST -
EM THOUGHTS...NOT THERE YET 11-25-2014
Successful investing is frequently about balancing valuation with growth prospects. We would all love to invest in cheap assets with strong ...
READ BLOG POST -
JOBS 11-24-2014
There's no doubt that the headline unemployment rate (5.8%) does not tell the full picture of the job market. Specifically, there have been three ...
READ BLOG POST -
PRESSURE BUILDING 11-20-2014
Yes, we all know the European economy is not growing: stagnant, sclerotic, etc. But this fact is not a crisis. It's a concern, a problem, a ...
READ BLOG POST
-
-
We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
- MANAGER INQUIRIES
-
SUBSCRIBE TO ANGELES' INSIGHTS
Get the latest investment information and stay on top of market trends.
SUBSCRIBE -
CONTACT US
SANTA MONICA
429 SANTA MONICA BLVD,
SUITE 650
SANTA MONICA, CA 90401
310.393.6300
GET DIRECTIONS -
NEW YORK
375 PARK AVENUE,
SUITE 2209
NEW YORK, NY 10152
212.451.9240
GET DIRECTIONS -
HOUSTON
5151 SAN FELIPE ST,
SUITE 1480
HOUSTON, TX 77056
713.832.3670
GET DIRECTIONS