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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.
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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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It's a Big World 11-03-2014
With apologies to Walt Disney, the global economy is getting, well, more global, and, intuitively, companies' ...
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Money Matters 11-17-2014
When the Fed embarked on Quantitative Easing (QE), many prominent economists warned this would lead to hyperinflation ...
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Janet Yellen Is Your Friend 09-28-2016
I have not met Janet Yellen, but she seems like a perfectly friendly person. Yet, for some reason, investors seem to ...
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