Latest Blog: Yellow Flag - 05/10/2022
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS SEARCH MEDIA
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SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-02-2018
On this week's edition of Bloomberg Finance, John Tucker & Katia Porzecanski discuss the October equity selloff with Michael Rosen of Angeles ...
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FIDELITY BETS ON ZERO-FEE INDEX FUNDS 08-09-2018
If the no-fee funds bring more customers into the store, "they can sell them other products and services," says Michael Rosen. "This isn't altruism, ...
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WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER? 06-09-2018
"If I were invested in a manager who bought a team, it would make me question my investment thesis," said Michael Rosen, chief investment officer of ...
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GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE 03-18-2018
"If you sell your shares, you are giving up any modicum of influence you may have,"" said Michael Rosen, CIO of Santa Monica, California-based Angeles ...
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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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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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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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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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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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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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HOW VANGUARD GAINS FROM FIRM THAT FIRED FOUNDER JACK BOGLE 03-17-2016
Many managers spend their entire careers at Wellington, said Michael Rosen, CIO at Angeles Investment Advisors in Los Angeles, where he helps oversee ...
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BRIDGEWATER'S DALIO CALLS REPORT ABOUT FEUD WITH JENSEN OVERBLOWN 02-05-2016
"Bridgewater has a unique culture, and one of the most successful long-term track records in the history of investing. I suspect those two ...
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BAIRD REAPING BIG GAINS FROM FALLOUT AT PIMCO 01-11-2016
Mr. Rosen said the Baird approach had produced strong investment results, despite avoiding macro bets. "Using a baseball term, do you swing for the ...
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CONSULTING FIRMS ANSWER ASSET OWNER CALLS FOR ACCOUNTABILITY 11-30-2015
Michael Rosen said in a phone interview: "Since the crisis, the advice and analysis of consultants is more greatly valued. But at the same time, ...
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UNNERVED INVESTORS PULL SHUTTERS AS CAPITAL-MARKET CRACKS SPREAD 10-15-2015
Ghana, which sold $1 billion in debt this month at 10.75 percent, is an example of a borrower that has been forced to offer a higher yield, according ...
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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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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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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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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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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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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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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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SOUTHLAND BOND TRADERS HAD PREPARED FOR SCENARIOS FROM GREEK DEBT CRISIS 06-07-2015
Michael Rosen said MetWest benefited from its size and consistency in attracting cautious bond investors, which often move herd-like to a few firms. ...
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FIVE YEARS IN, JANUS CEO RICHARD WEIL BEATS THE ODDS BUT HAS MORE WORK TO DO 06-01-2015
But consultant Michael Rosen, founder and CIO of Angeles Investment Advisors, believes institutional money could flow to Mr. Gross sooner than the ...
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