CIO INSIGHTS

653 RESULTS

• JOBS 09-04-2015

  Markets have taken today's employment release as evidence of a weakeningjobs market. A mere 173,000 net new jobs were added in August, below the ...

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• 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 ...

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• 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 ...

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• 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, ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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. ...

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• ??? 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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. ...

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• 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 ...

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• 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 ...

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• 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 ...

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• 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 ...

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