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    • MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS

      MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS 02-18-2021

      When Do You Take Profits? Our Chief Investment Officer, Michael Rosen, joins Global Markets Reporter, Jill Malandrino, on Nasdaq #TradeTalks to ...

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    • A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION

      A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021

      The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...

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    • RESILIA - PHILANTHROPY REPORT 2021

      RESILIA - PHILANTHROPY REPORT 2021 02-11-2021

      While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new ...

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    • JANUARY 2021 GLOBAL MARKET INDEX PERFORMANCE

      JANUARY 2021 GLOBAL MARKET INDEX PERFORMANCE 02-01-2021

      Global equities gave up their gains for the month as January came to a close, with the MSCI ACWI IMI down -0.2%, the S&P 500 down -1.0%, non-US ...

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    • STOP THE GAME!

      STOP THE GAME! 01-31-2021

      Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price ...

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    • A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE

      A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE 01-27-2021

      "In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles ...

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    • RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS

      RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS 01-20-2021

      Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to ...

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    • ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS

      ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS 01-13-2021

      Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation ...

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    • 4TH QUARTER 2020 - NA TRIOBLOIDI

      4TH QUARTER 2020 - NA TRIOBLOIDI 01-11-2021

      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 ...

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    • CONSULTANTS CREATE GROUP TO FOCUS ON INDUSTRY DIVERSITY

      CONSULTANTS CREATE GROUP TO FOCUS ON INDUSTRY DIVERSITY 01-05-2021

      Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations ...

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    • DECEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE

      DECEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 01-04-2021

      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 ...

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    • NINETEEN PREDICTIONS FOR WEALTH MANAGEMENT IN 2021

      NINETEEN PREDICTIONS FOR WEALTH MANAGEMENT IN 2021 12-24-2020

      2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management ...

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    • FIRESIDE READING

      FIRESIDE READING 12-15-2020

      Since my last update a few months ago (https://www.angelesinvestments.com/institutional-insights/still-beach-reading), I've moved from the beach to ...

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    • NOT JUST A GAME

      NOT JUST A GAME 12-10-2020

      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 ...

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    • NOVEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE

      NOVEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 12-01-2020

      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 ...

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    • AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC

      AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC 11-04-2020

      "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 ...

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    • OCTOBER 2020 GLOBAL MARKET INDEX PERFORMANCE

      OCTOBER 2020 GLOBAL MARKET INDEX PERFORMANCE 11-02-2020

      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 ...

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    • 3RD QUARTER 2020 - STAND UP

      3RD QUARTER 2020 - STAND UP 10-05-2020

      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 ...

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    • SEPTEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE

      SEPTEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 10-01-2020

      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 ...

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    • TWO (PERCENT) IS A SAD NUMBER

      TWO (PERCENT) IS A SAD NUMBER 09-21-2020

      Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a ...

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    • GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC

      GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC 09-21-2020

      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 ...

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    • FED HIRES BLACKROCK TO HELP CALM MARKETS. ITS ETF BUSINESS WINS BIG.

      FED HIRES BLACKROCK TO HELP CALM MARKETS. ITS ETF BUSINESS WINS BIG. 09-18-2020

      "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 ...

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    • STILL BEACH READING

      STILL BEACH READING 09-10-2020

      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 ...

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    • PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE

      PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE 09-10-2020

      "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 ...

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