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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.
EUROPE FALLING
Published: 10-22-2014Yes, pessimism over Europe’s prospects is high, and valuations in Europe are relatively low. But both for good reasons.
Below is another data point on how the markets are reflecting the divergence in economic performance and prospects between the US and Europe. Anticipated US inflation 5 years hence is around 2.4%, a little lower than at the start of the year when it was about 2.6%. But forward inflation in Europe is sinking fast, now at just 1.7%, down from 2.2% at the beginning of this year.
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In A Hole 03-04-2016
Two months ago, I offered some hope that drop we saw on the first day of 2016 was a good omen for the rest of the month ...
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Swiss Cheese 01-15-2015
Back in 2011, as talk of the Eurozone disintegrating was at high pitch, investors fled to the perceived safety of the ...
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Fireside Reading 12-18-2019
To sit near a warm fire in a comfortable chair on a cold night is one of life's pleasures that I hope you will be able ...
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