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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTS COMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTS RESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWS PRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTS MONTHLY MARKET ANALYSIS SEARCH MEDIA
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NOT JUST A GAME 12-10-2020
There are twenty amino acids in the human body. Amino acids are the chemical links that make up proteins. Proteins perform all sorts of essential ...
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NOVEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 12-01-2020
Global equities posted one of the best monthly returns on record in November, with the MSCI ACWI IMI up 12.7%, the S&P 500 up 11.0%, non-US ...
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AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC 11-04-2020
"The truth is for markets, it's not just terribly important," Michael Rosen, founder of AIA, said of the election. "It's important for a lot of ...
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OCTOBER 2020 GLOBAL MARKET INDEX PERFORMANCE 11-02-2020
Global equities posted negative returns in October with the MSCI ACWI IMI down -2.2%, the S&P 500 down -2.7%, and non-US developed equity markets ...
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3RD QUARTER 2020 - STAND UP 10-05-2020
August Landmesser was born into a poor family in a rural village outside of Hamburg in 1910. He came of age in a Germany convulsed with economic ...
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SEPTEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 10-01-2020
Global equities posted negative returns for the first month since March, challenging investors' sentiment. MSCI ACWI IMI was down -3.1%, the S&P 500 ...
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TWO (PERCENT) IS A SAD NUMBER 09-21-2020
Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a ...
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GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC 09-21-2020
The shift in allocations from equity to fixed income pre-dated the pandemic, but COVID-19 accelerated that trend, says Michael Rosen, CIO at Angeles ...
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FED HIRES BLACKROCK TO HELP CALM MARKETS. ITS ETF BUSINESS WINS BIG. 09-18-2020
"It's not that complicated, really. The Fed says, 'We're buying this.' OK, then, I'm going to buy it too," said Michael Rosen, chief investment ...
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STILL BEACH READING 09-10-2020
It's still beach weather here in Southern California, so I have a few more suggestions for beach reading.Begin Again by Eddie S. Glaude, Jr.When I was ...
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PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE 09-10-2020
"That doesn't mean it's a bad idea. But it probably means that it's not as attractive as many people think it may be." Rosen cautions that there is no ...
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AUGUST 2020 GLOBAL MARKET INDEX PERFORMANCE 09-01-2020
Global equities rose for a fifth straight month, reflecting investors enthusiasm that was lifted by a better than expected 2nd quarter earnings season ...
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DISCONNECT: HOW CAN MARKETS BE AT ALL-TIME HIGHS WHEN THE WORLD AROUND US IS COLLAPSING? 08-18-2020
Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic upheaval.Many find this ...
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TIDE TEN | NEXT GEN FEATURING CHAUNICE PEEBLES OF ANGELES INVESTMENTS 08-18-2020
The Investment Diversity Exchange (TIDE) connects and engages movers and shakers to promote diversity and inclusion within the investment industry. ...
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OCIO FOCUS: HERES HOW OCIOS ARE NAVIGATING THE PANDEMIC 08-17-2020
Michael Rosen of Angeles Investments added, "In the beginning of March we raised a bunch of cash in portfolios and then by the end of March had it ...
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BEACH READING 08-11-2020
One of the upsides to confinement over the past few months is that I've been able to raise my reading capacity. Here are my exceptional ...
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2020 WEBINAR - HOW CAN MARKETS BE AT ALL-TIME HIGHS WHEN THE WORLD IS COLLAPSING 08-03-2020
How do investors navigate stock market highs amid historic U.S. unemployment, a global pandemic, civil unrest, and an upcoming U.S. presidential ...
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JULY 2020 GLOBAL MARKET INDEX PERFORMANCE 08-03-2020
Although economic activity improved since lockdowns were lifted, momentum stalled particularly in the U.S. as states struggled to re-open while facing ...
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2ND QUARTER 2020 - DREAMS DEFERRED 07-07-2020
Eunice Wayman was born in Tyron, a small town of around 1600 people in western North Carolina, in 1933, the sixth of eight children of a handyman ...
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JUNE 2020 GLOBAL MARKET INDEX PERFORMANCE 07-01-2020
Global equities rose for a third straight month to complete the best quarterly showing since 2009. International stocks outpaced U.S. stocks during ...
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MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS 06-22-2020
Fiduciaries charged with the governance and implementation of an institutional portfolio must adapt to uncertain and sometimes extreme situations. We ...
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CONSULTANTS SPOKE OUT AGAINST RACISM. BUT WILL ACTIONS FOLLOW? 06-15-2020
Are consultants statements backed up by actionable change to make their own firms more inclusive, and increase the recommendations for black and other ...
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REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020
It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have ...
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ANGELES RESPONSE TO PROTESTS AND RECENT EVENTS 06-03-2020
Angeles stands with those who struggle, and we stand with all who exercise their liberties to protest injustice. ...
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