• CIO INSIGHTS

    508 RESULTS

    SEARCH TOOLS
    • PENSION FUND CALSTRS WEIGHS SHIFT TO SAFETY

      PENSION FUND CALSTRS WEIGHS SHIFT TO SAFETY 09-02-2015

      Michael Rosen said that to contemplate such a move, investors need to understand their goal and then execute the strategy in a "systematic and ...

      READ MORE
    • PICKING UP THE PACE

      PICKING UP THE PACE 08-28-2015

      Lost amidst the market turmoil this week were a number of reports of a strengthening US economy. Consumer confidence soared last month, as did new ...

      READ MORE
    • JOLT

      JOLT 08-25-2015

      Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, ...

      READ MORE
    • LAND OF BORAT

      LAND OF BORAT 08-20-2015

      I probably should not confess to enjoying Borat (full title:Borat: Cultural Learnings of America for Make Benefit Glorious Nation of Kazakhstan), 86 ...

      READ MORE
    • NO PANIC (YET)

      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 ...

      READ MORE
    • CRIMINALS IN DIAPERS

      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 ...

      READ MORE
    • DRY HOLE

      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 ...

      READ MORE
    • HOT BIDDING

      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 ...

      READ MORE
    • OUTSOURCING HERE TO STAY BUT WILL CONTINUE TO EVOLVE

      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 ...

      READ MORE
    • PLUNGING

      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 ...

      READ MORE
    • CAPITAL GROUP CHAIRMAN JAMES ROTHENBERG DIES AT 69 OF HEART ATTACK

      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 ...

      READ MORE
    • WILD, WILD EAST

      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 ...

      READ MORE
    • TOWERS WATSON, WILLIS MERGER TO COMBINE STRENGTHS

      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. ...

      READ MORE
    • ???

      ??? 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 ...

      READ MORE
    • 2ND QUARTER 2015 - CLOSE HAUL

      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 ...

      READ MORE
    • PUERTO POBRE

      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 ...

      READ MORE
    • DRAMA/DRACHMA

      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 ...

      READ MORE
    • MANAGERS ADD CONSULTING TO GROW CLIENT RELATIONSHIPS

      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 ...

      READ MORE
    • WAMCO WORKING TO REGAIN STATUS WITH INSTITUTIONS

      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. ...

      READ MORE
    • MORE ON RATES...

      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 ...

      READ MORE
    • CALPERS LIKELY TO FALL SHORT OF ANNUAL INVESTMENT GOALS

      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 ...

      READ MORE
    • BEGINNING'S END

      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 ...

      READ MORE
    • CLIENTS VIEW MONEY MANAGERS APART FROM TAINTED PARENTS

      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 ...

      READ MORE
    • PARTY LIKE IT'S 1999?

      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 ...

      READ MORE
  • SEC/ADV | FORM CRS
  • © 2022 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2022
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

Subscribe to our newsletter or follow us on LinkedIn for regular updates

Subscribe to our newsletter or follow us on LinkedIn for regular updates