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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.
SELECTED FUN FACTS
Published: 11-14-2014Some fun facts about this year (courtesy Michael Hartnett of Merrill Lynch):
- US equities (+14%) are ahead of European equities (-6%) by the widest margin since 1976.
- US large cap is beating US small cap by 950 bps, the most since 1998.
- 50% of all government bonds globally yield less than 1%.
- Notable exception: Venezuela US$-denominated bonds yield 22%.
- Apple’s market cap ($662 billion) is one-third greater than all Eurozone banks combined, and nearly as large as every listed company in Latin America ($695 billion).
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EM Thoughts...Not There Yet 11-25-2014
Successful investing is frequently about balancing valuation with growth prospects. We would all love to invest in cheap ...
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MLPs 10-15-2014
Some historical data from Credit Suisse below: MLPs are off 14% this month, pretty bad. Subsequent performance (no ...
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Shock, Part 2 (The Asset Allocator's Dilemma) 11-28-2016
In Shock (Part 1) (http://blog.angelesadvisors.com/2016/11/shock-part-1/), we looked at a possible Trump economic agenda ...
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