CIO INSIGHTS

582 RESULTS

• 4TH QUARTER 2017 - BEASTS 01-30-2018

  Paris, at the turn of the 20th century, was the center of the world: the City of Lights embraced innovative entrepreneurs and artists alike. ...

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• OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER 01-30-2018

  To some this suggested Levin would stay for now, which reassured some investors. "I have no plans to make sudden moves at this point," said Michael ...

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• BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS 01-30-2018

  CEO's don't matter that much. It's more about the culture they engender and the stability of the investment team," said Rosen, who's invested with ...

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• CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS 01-23-2018

  "This was not well communicated or handled," says Michael Rosen, chief investment officer at Angeles Investment Advisors LLC. ...

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• ANGELES INVESTMENT ADVISORS HIRES SENIOR INVESTMENT TEAM; OPENS NEW OFFICE 01-22-2018

  Angeles Investment Advisors announced today the hiring of David Brief, CFA and Brandon Pevnick, CFA, formerly of the investment office of the Jewish ...

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• ANGELES INVESTMENT ADVISORS RECRUITS 2 TO OPEN CHICAGO OFFICE 01-22-2018

  David Brief was named senior managing director and head of the Angeles Investment Advisors' new Chicago office, said Michael Rosen, co-founding ...

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• TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS 01-22-2018

  "The tech giants control such an enormous part of our lives online, financial services could be one of those things that could make sense for them to ...

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• EMERGING MARKETS GURU MARK MOBIUS TO RETIRE 01-08-2018

  "When he started, there was no Internet and you could barely make a phone call," said Mr Michael Rosen, CIO at Angeles Investment Advisors in Santa ...

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• UPDATING THE TRIANGLE 01-03-2018

  Last year, I introduced my big picture framework of assessing the relative attractiveness of markets Inside the Triangle through the lenses of ...

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• (NOT) RECOMMENDED READING 12-20-2017

  I don't like recommended lists. They turn experiences into a contest (and the winner is), and one reviewer's preferences may have little to do ...

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• HOT AS HELL 11-16-2017

  Hell is hot, as everyone knows. Everyone "knows" this, but there really is no conclusive evidence: no eyewitness reports, no scientific ...

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• SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-07-2017

  Michael Rosen, Angeles Advisors CIO, says most investors prefer to make their own asset allocation choices"deciding for themselves whether stocks ...

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• 3RD QUARTER 2017 - GHOST MOVES 10-31-2017

  Wei Qi translates as "surrounding game". It is the oldest board game in continuous play in its original form, some 3,000-4,000 years old. Confucius ...

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• BOND MANAGERS WHO CAN GO ANYWHERE MAY END UP IN THE WRONG PLACE 10-26-2017

  Michael Rosen remains skeptical. As a group, he says, unconstrained bond funds have yet to prove they can add value for investors. "They asked for ...

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• IT'S ABOUT TIME 09-22-2017

  "Lost Time is never found again," advised Benjamin Franklin in Poor Richard's Almanack. And Dante Alighieri observed, "The wisest ...

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• ANGELES INVESTMENT ADVISORS APPOINTS DIRECTOR OF PRIVATE MARKETS 09-11-2017

  Derrick Cruz was named director of private markets at Angeles Investment Advisors, said Michael A. Rosen, principal and chief investment officer. ...

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• FOR WHAT IT'S WORTH 08-21-2017

  In the summer of 1966, throngs of young people crowded the Sunset Strip in Los Angeles to hear their favorite bands. Over at the Sunset Tower, Jim ...

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• 2ND QUARTER 2017 - CINCINNATUS 07-27-2017

  Henry Knox was the proprietor of a popular Boston book store, which afforded him time to read up on his favorite topic: military tactics and strategy. ...

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• TOES IN THE SAND 07-20-2017

  For me, and I think I speak for everyone on the planet, the feeling of warm sand between the toes is one of life's great pleasures. And for ...

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• NOT DEAD YET 07-13-2017

  According to the National Bureau of Economic Research (NBER), the self-acclaimed arbiter of economic debate in this country, the current economic ...

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• HUMANS! WHAT ARE THEY GOOD FOR? 06-29-2017

  It looks like the world is turning against humans. I've talked before about the rise of robots in manufacturing (2016 Angeles Independent School ...

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• BEWARE PARABOLAS AND POPULISTS 06-13-2017

  In scouring the world for investment opportunities, the chart above caught my attention. It shows the year-to-date performance of the Caracas stock ...

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• ECONOMICS IN ACTION 06-12-2017

  The intersection of supply and demand determines price and quantity: there is no more fundamental principle of economics (see graph below). We rarely ...

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• JOB GROWTH IS FALLING. THE SKY IS NOT. 06-02-2017

  Today's jobs report was disappointing: only 138,000 net new jobs created in May (the consensus had it pegged at 182,000), another 66,000 lost in ...

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