Latest Blog: Beach Reading - 04/29/2021
Investment Insights are written by Angeles' CIO Michael Rosen
Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, trader and academic.
US ECONOMIC GROWTHPublished: 10-14-2014
So, US economic growth is outpacing the rest of the developed world (and much of the non-developed, um, emerging, world), as seen in these charts (thanks to Goldman Sachs).
But will we converge, and if so, will it be a positive (the world rises to the US) or negative (US drops) convergence? I don’t really know (who really does?). But the US is the most self-contained economy in the world (outside of sub-Saharan Africa), thus the woes of the world impact the US much less than any other country.
Rather than worry about the US economy, it’s the EM markets that are signaling distress (in their equities and currency markets…again, next chart courtesy Goldman Sachs):
PRINT THIS ARTICLE
New Owners 04-01-2015
A few years, I was at a conference, standing in a buffet line. I must have become fixated on extracting the blueberries ...READ MORE
[nota bene: this is a long one; if you don't have time, just skip to the summary at the end. I promise, no hard ...READ MORE
DOUBLE LEVERAGE? 10-29-2014
Oil prices are down about $30 from their highs; great news for consumers and the big oil importers (China, Korea, ...READ MORE
We build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
- MANAGER INQUIRIES
How Can We Help You?Institutional Investors
Fully resourced investment office built to manage sophisticated client investment programsPrivate Wealth
Personalized discretionary portfolio and wealth management services powered by institutional processInvestment Management
Rigorous process and a flexible platform designed to meet client needsArticles & Insights
Latest insights and perspectives from the Angeles teamContact Us
Get in touch