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![Advisor Confidence Index June 2014]()
30 Jun, 2014Advisor Confidence Index June 2014
"As the GDP picks up, public companies with excess cash will scramble to invest capital or risk under-performance. This will boost US economic activity and the stock market," said Jonathan Foster of Angeles Wealth Management.
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![ALLIANZ'S CEO DEFENDS PIMCO AMID SHAREHOLDER CRITICISM]()
7 May, 2014ALLIANZ'S CEO DEFENDS PIMCO AMID SHAREHOLDER CRITICISM
"All this becomes so much of a distraction it prevents people from performing at their highest abilities," Michael Rosen, chief investment officer at Angeles Investment Advisors LLC in Santa Monica, California, said in a telephone interview.
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![Advisor Confidence Index April 2014]()
1 May, 2014Advisor Confidence Index April 2014
For some advisors, the current volatility in equity markets is a good thing. "The current 'momentum stock meltdown' is healthy as it will get investors refocused on real companies with real balance sheets and real earnings, said Jonathan Foster.
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![Advisor Confidence Index March 2014]()
8 Apr, 2014Advisor Confidence Index March 2014
Some advisors were more sanguine about the market, and see opportunities. Investors often can't see the forest for the trees, says Jon Foster, the president of Angeles Wealth Management. Recent political tensions in Ukraine have created...
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![1ST QUARTER 2014 - TRUMP]()
1 Apr, 20141ST QUARTER 2014 - TRUMP
Sports have been integral in societies since at least the ancient Greeks, and probably before. Today, through the magic of the internet (and ESPN), more people can watch more sporting events around the globe than at any time in history.
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![EL-ERIAN EXIT IS PIMCO DISTRACTION AS GROSS SAVES LEGACY]()
10 Mar, 2014EL-ERIAN EXIT IS PIMCO DISTRACTION AS GROSS SAVES LEGACY
"This clearly has the potential for being distracting," said Michael Rosen, chief investment officer at Angeles Investment Advisors LLC, a Santa Monica, California-based consultant to institutions. "We prefer our portfolio managers to simply...
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![HEDGE FUNDS GUARD DATA MORE, GIVE CLIENTS NEW REASON TO GRUMBLE]()
7 Mar, 2014HEDGE FUNDS GUARD DATA MORE, GIVE CLIENTS NEW REASON TO GRUMBLE
"There are legitimate interests on both sides, and a balance needs to be struck," said Michael Rosen, chief investment officer at Angeles Investment Advisors. But he adds, "having a manager say 'Just trust me' is not acceptable."
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![DRAMA, POOR PERFORMANCE HAUNT PIMCO]()
7 Mar, 2014DRAMA, POOR PERFORMANCE HAUNT PIMCO
Mr. Rosen said he has not put Pimco on a unilateral blacklist; it depends on the strategy and specific investment performance. He said the Pimco income strategy managed by Daniel Ivascyn, one of the new deputy CIOs, has done very well. Several...
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![PIMCO BEATS 99\% OF PEERS WITH IVASCYN AS MARKET BEAST: MORTGAGES]()
27 Jan, 2014PIMCO BEATS 99% OF PEERS WITH IVASCYN AS MARKET BEAST: MORTGAGES
"It has been pretty clear for a while that Dan is part of the next generation of leadership at Pimco," said Michael Rosen, CIO at Angeles Investment Advisors LLC, a Santa Monica, California-based consultant to institutions. "He has done well and...
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![PIMCO'S PROBLEM: WHO CAN SUCCEED THE 'BOND KING'?]()
24 Jan, 2014PIMCO'S PROBLEM: WHO CAN SUCCEED THE 'BOND KING'?
Michael Rosen, chief investment officer at Angeles Investment Advisors said, "but whether he can continue to do that while he's taking on increased responsibilities of being a deputy chief investment officer remains to be seen."
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![4TH QUARTER 2013 - WEED]()
1 Jan, 20144TH QUARTER 2013 - WEED
Gardening goes back a long time in human history. Eden, after all, was a garden. The Hanging Gardens of Babylon, thought to exist about 2,600 years ago, were one of the seven Wonders of the Ancient World.3 There are depictions of gardens a thousand..
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![PAULSON FUNDS BENEFIT FROM SHIFT TO STOCKS]()
30 Dec, 2013PAULSON FUNDS BENEFIT FROM SHIFT TO STOCKS
"Following a couple of years of very strong returns in the credit space, we had a sense in the beginning of the year that had largely played out," said Michael Rosen, CIO for Angeles Investment Advisors LLC, a Santa Monica, Calif.-based consultant...
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![Advisor Confidence Index November 2013]()
4 Dec, 2013Advisor Confidence Index November 2013
"Fed Tapering turns on the Shot Clock. Capitalists will need to take their shot or lose the opportunity to score," said Jonathan Foster, President & CEO, Angeles Wealth Management in Santa Monica.
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![Advisor Confidence Index September 2013]()
2 Oct, 2013Advisor Confidence Index September 2013
"Corporations and investor crave normalcy. Once the economy starts breathing on its own again, both corporate and investor cash will return to the economy, boosting growth and the stock market," says Jon Foster, President & CEO Angeles Wealth.
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![Angeles Wealth Management - Quarterly Review]()
1 Oct, 2013Angeles Wealth Management - Quarterly Review
For the quarter ending September 30, 2013, global equities gained 8.3%, and appreciated an impressive 15.2% year-to-date. Global stocks outperformed US stocks in Q3, with the S&P 500 advancing only 5.2%.
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![3RD QUARTER 2013 - ELEKTRON]()
1 Oct, 20133RD QUARTER 2013 - ELEKTRON
Fossilized tree resin has been valued by humans since antiquity. Its essence was used in perfume (still is), and its translucent beauty evokes captured sunlight, prized as jewelry, then and now. The ancient Greeks called this substance, elektron...
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![Advisor Confidence Index July 2013]()
1 Aug, 2013Advisor Confidence Index July 2013
Jonathan Foster, president and CEO of Angeles Wealth Management, agrees. With Bernanke's ËTaper Talk, the market heard Sell Bonds, but I heard Buy Stock. The Fed will taper because they see signs of sustainable economic progress. They see...
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![Angeles Wealth Management - Quarterly Review]()
1 Jul, 2013Angeles Wealth Management - Quarterly Review
For the quarter ending June 30, 2013, global equities, as measured by the All Country WorldrnIndex Investable Market Index (MSCI/ACWI/IMI) fell .5%, but remain positive on the year, up 6.4%. US stocks continued to lead major markets in the recovery...
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![2ND QUARTER 2013 - BLUE]()
1 Jul, 20132ND QUARTER 2013 - BLUE
Opium poppies have been cultivated by humans for over 5,000 years. But its chemistry wasn't understood until the early 19th century when the German chemist, Friedrich Sertrner, isolated the two alkaloids that provide its potency. One he named...
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![INSTITUTIONS ARE BIT PLAYERS IN THE DOUBLELINE STORY]()
24 Jun, 2013INSTITUTIONS ARE BIT PLAYERS IN THE DOUBLELINE STORY
Michael Rosen, principal and CIO of investment consultant Angeles Investment Advisors LLC, Los Angeles, said any issues from the trial have been resolved in his mind. "I think Mr. Gundlach is a genius; he has demonstrated that he is one of...
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![Advisor Confidence Index May 2013]()
1 Jun, 2013Advisor Confidence Index May 2013
"This head-scratching rally is no longer a mystery,"Â said Jonathan Foster of Angeles Wealth Management. The Federal deficit is vaporizing, and even California is now projecting a 2014 surplus. This is still the rally everyone loves to hate..."
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![Angeles Wealth Management - Quarterly Review]()
15 May, 2013Angeles Wealth Management - Quarterly Review
Global equities, as measured by the All Country World Index/Investable Market Index (MSCIrnACWI IMI) advanced 6.9% in the first quarter of 2013. US stocks, represented by the S&P 500rnIndex, rallied 10.6%, besting the World Index.
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![Angeles Investment Advisors Hires Consultant]()
15 May, 2013Angeles Investment Advisors Hires Consultant
Angeles Investment Advisors, LLC announced today the hiring of Susan Yun Lee as Private Markets Consultant.
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![1ST QUARTER 2013 - GRAVELINES]()
1 Apr, 20131ST QUARTER 2013 - GRAVELINES
Elizabethan England was an era of plots and intrigue, chivalrous knights and swashbuckling pirates. The many domestic conspiracies and foreign wars of the 16th century were nominally about religion, but were, of course, really about power...
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