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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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The Present is the Future (at least in bond land) 10-27-2014
In our long-term assumptions, we generally assume that the total return in fixed income is pretty close to its starting ...
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"Special"? 11-13-2014
The following item caught my eye on Bloomberg:Los Angeles City Employees' Retirement System is scheduled to discuss a ...
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Shock, Part 4 (Divided We Are) 12-21-2016
We began this series with a review of the likely economic policies and their implications of the new Trump ...
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