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11 Jan, 2021
4th Quarter 2020 - Na Triobloidi
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 left school at 5 and married Ralph Williams at the age of 18. August 10, 1976 was a hot summer day...
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5 Jan, 2021
Consultants Create Group to Focus on Industry Diversity
Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations and other funds. Founding members include Angeles Investment Advisors.
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4 Jan, 2021
December 2020 Global Market Index Performance
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 dollar terms, and emerging markets up 7.4%. Growth stocks outperformed value for the month, and small...
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24 Dec, 2020
Nineteen Predictions for Wealth Management in 2021
2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management business. It will be much the same in 2021. This is a year of the Have and Have Nots. A number of...
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15 Dec, 2020
Fireside Reading
Since my last update a few months ago (https://www.angelesinvestments.com/institutional-insights/still-beach-reading), I've moved from the beach to the fireplace, and am happy to share my reading ...
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10 Dec, 2020
Not Just A Game
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 tasks. Hemoglobin, for example, is the protein ...
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1 Dec, 2020
November 2020 Global Market Index Performance
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 developed equity markets up 15.5% in dollar terms, and emerging markets up 9.3%. Value stocks outperformed...
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4 Nov, 2020
Amid Election Turmoil, Institutional Investors Stay Focused on the Pandemic
"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 reasons. For our country, society, our children, their children. But not the markets."
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2 Nov, 2020
October 2020 Global Market Index Performance
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 down -4.0% in dollar terms. Emerging markets continued to outpace developed markets and were up 2.1%.
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5 Oct, 2020
3rd Quarter 2020 - Stand Up
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 strife and political turmoil. He had little education and no particular skills, and no world view...
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1 Oct, 2020
September 2020 Global Market Index Performance
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 was down -3.8%, non-US developed equity markets were down -2.6% in dollar terms, and emerging...
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21 Sep, 2020
Two (Percent) is a Sad Number
Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a target inflation rate (2%) in favor of an average ...
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21 Sep, 2020
Growth Equity, High Yield and REITs Pique Investor Interest amid Pandemic
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 Investment Advisors. Weve seen outflows from equity and inflows to fixed income all year and...
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18 Sep, 2020
Fed Hires BlackRock to Help Calm Markets. Its ETF Business Wins Big.
"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 officer of Angeles Investments. Mr. Rosen said he picked the fund because of its size and liquidity.
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10 Sep, 2020
Still Beach Reading
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 in school, James Baldwin was unapproachable: his ...
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10 Sep, 2020
Pensions See Opportunities in Distressed Debt as Businesses Struggle
"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 way of knowing if the distressed opportunity set is as large or as attractive as some have...
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1 Sep, 2020
August 2020 Global Market Index Performance
Global equities rose for a fifth straight month, reflecting investors enthusiasm that was lifted by a better than expected 2nd quarter earnings season and by the potential for a viable COVID-19 vaccine in the coming months. The MSCI ACWI IMI was...
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18 Aug, 2020
Disconnect: How Can Markets Be At All-Time Highs When the World Around Us Is Collapsing?
Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic upheaval.Many find this conclusion surprising, non-intuitive, but on our recent ...
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18 Aug, 2020
TIDE Ten | Next Gen featuring Chaunice Peebles of Angeles Investments
The Investment Diversity Exchange (TIDE) connects and engages movers and shakers to promote diversity and inclusion within the investment industry.
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17 Aug, 2020
OCIO Focus: Heres How OCIOs are Navigating the Pandemic
Michael Rosen of Angeles Investments added, "In the beginning of March we raised a bunch of cash in portfolios and then by the end of March had it deployed. And so at the beginning of the second quarter we were basically right on our long-term...
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11 Aug, 2020
Beach Reading
One of the upsides to confinement over the past few months is that I've been able to raise my reading capacity. Here are my exceptional encounters. This is mostly "serious beach" ...
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3 Aug, 2020
2020 Webinar - How Can Markets be at All-Time Highs When the World is Collapsing
How do investors navigate stock market highs amid historic U.S. unemployment, a global pandemic, civil unrest, and an upcoming U.S. presidential election?
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3 Aug, 2020
July 2020 Global Market Index Performance
Although economic activity improved since lockdowns were lifted, momentum stalled particularly in the U.S. as states struggled to re-open while facing an increase in COVID-19 cases. Emerging markets continued to outpace U.S. stocks...
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7 Jul, 2020
2nd Quarter 2020 - Dreams Deferred
Eunice Wayman was born in Tyron, a small town of around 1600 people in western North Carolina, in 1933, the sixth of eight children of a handyman father and a house cleaner / sometime-Methodist minister mother. This small town was certainly...
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