CLIENT LOGIN
-
-
CIO INSIGHTS
-
BACK TO CIO INSIGHTS
BACK TO ARTICLES & INSIGHTS HOME
-
-
-
-
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.
im电竞在线登录
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).
-
Pressure Building 11-20-2014
Yes, we all know the European economy is not growing: stagnant, sclerotic, etc. But this fact is not a crisis. It's ...
READ MORE -
Picking Up the Pace 08-28-2015
Lost amidst the market turmoil this week were a number of reports of a strengthening US economy. Consumer confidence ...
READ MORE -
O Pais do Futuro 11-30-2015
Charles de Gaulle (photobelow)imperious, disdainful, utterly French (and venerated for it in France)noted 50 years ago ...
READ MORE
-
-
SUBSCRIBE TO ANGELES' INSIGHTS
Get the latest investment information and stay on top of market trends.
-
SANTA MONICA
555 SANTA MONICA BLVD
SUITE 650
SANTA MONICA, CA 90401
310.393.0000
GET DIRECTIONS -
CONTACT US
NEW YORK
333 PARK AVENUE
SUITE 2209
NEW YORK, NY 10152
212.451.9999
GET DIRECTIONS -
CHICAGO
444 D. MICHIGAN AVE
SUITE S1700
CHICAGO, IL 60611
312.212.6666
GET DIRECTIONS