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![What to Know About the Average Rate of Return on Mutual Funds]()
26 Feb, 2021What to Know About the Average Rate of Return on Mutual Funds
"Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief investment officer for Angeles Investments. Rosen adds that when reviewing track records, it's...
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![Michael Rosen Nasdaq #TradeTalks When Do You Take Profits]()
18 Feb, 2021Michael Rosen Nasdaq #TradeTalks When Do You Take Profits
When Do You Take Profits? Our Chief Investment Officer, Michael Rosen, joins Global Markets Reporter, Jill Malandrino, on Nasdaq #TradeTalks to discuss.
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![A New Framework to Strategic Asset Allocation]()
18 Feb, 2021A New Framework to Strategic Asset Allocation
The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in the case of a pension fund), current operational expenses (in the case of an endowment) or...
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![Resilia - Philanthropy Report 2021]()
11 Feb, 2021Resilia - Philanthropy Report 2021
While 2020 was in many ways unprecedented, itÃs important to consider the ways in which the underlying causes of the upheaval weÃve witnessed arenÃt new at all.
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![January 2021 Global Market Index Performance]()
1 Feb, 2021January 2021 Global Market Index Performance
Global equities gave up their gains for the month as January came to a close, with the MSCI ACWI IMI down -0.2%, the S&P 500 down -1.0%, non-US developed equity markets down -1.1% in dollar terms, and emerging markets up 3.1%. Growth stocks...
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![Stop the Game!]()
31 Jan, 2021Stop the Game!
Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price soaring.Back then, Livermore organized stock pools, in ...
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![A Decade of Growth: How the Biggest Managers Consolidated their AUM Advantage]()
27 Jan, 2021A Decade of Growth: How the Biggest Managers Consolidated their AUM Advantage
"In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles Investment Advisors, an investment consultant.
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![Renaissance Caps Transition as Succession Issue Stalks Hedge Funds]()
20 Jan, 2021Renaissance Caps Transition as Succession Issue Stalks Hedge Funds
Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to get a lot of attention, says Michael Rosen, principal and CIO at Angeles Investment Advisors
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![Ares, GIP Muscle into Aviation Market with New Deals]()
13 Jan, 2021Ares, GIP Muscle into Aviation Market with New Deals
Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation that absorbed heavy damage, says Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![4th Quarter 2020 - Na Triobloidi]()
11 Jan, 20214th Quarter 2020 - Na Triobloidi
Betty Smyth was born in Belfast in the midst of World War Two, to a Protestant father, a butcher, and a Catholic mother, a part-time waitress. She left school at 5 and married Ralph Williams at the age of 18. August 10, 1976 was a hot summer day...
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![Consultants Create Group to Focus on Industry Diversity]()
5 Jan, 2021Consultants Create Group to Focus on Industry Diversity
Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations and other funds. Founding members include Angeles Investment Advisors.
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![December 2020 Global Market Index Performance]()
4 Jan, 2021December 2020 Global Market Index Performance
Global equities continued to rally in December, with the MSCI ACWI IMI up 5.0%, the S&P 500 up 3.8%, non-US developed equity markets up 4.7 % in dollar terms, and emerging markets up 7.4%. Growth stocks outperformed value for the month, and small...
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![Nineteen Predictions for Wealth Management in 2021]()
24 Dec, 2020Nineteen Predictions for Wealth Management in 2021
2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management business. It will be much the same in 2021. This is a year of the ÃÅ"Have and Have Nots.ÃÂ A number of...
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![Fireside Reading]()
15 Dec, 2020Fireside Reading
Since my last update a few months ago (http://jv26.gxitma.net/institutional-insights/still-beach-reading), I've moved from the beach to the fireplace, and am happy to share my reading ...
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![Not Just A Game]()
10 Dec, 2020Not Just A Game
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 tasks. Hemoglobin, for example, is the protein ...
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![November 2020 Global Market Index Performance]()
1 Dec, 2020November 2020 Global Market Index Performance
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 developed equity markets up 15.5% in dollar terms, and emerging markets up 9.3%. Value stocks outperformed...
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![Amid Election Turmoil, Institutional Investors Stay Focused on the Pandemic]()
4 Nov, 2020Amid Election Turmoil, Institutional Investors Stay Focused on the Pandemic
"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 reasons. For our country, society, our children, their children. But not the markets."
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![October 2020 Global Market Index Performance]()
2 Nov, 2020October 2020 Global Market Index Performance
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 down -4.0% in dollar terms. Emerging markets continued to outpace developed markets and were up 2.1%.
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![3rd Quarter 2020 - Stand Up]()
5 Oct, 20203rd Quarter 2020 - Stand Up
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 strife and political turmoil. He had little education and no particular skills, and no world view...
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![September 2020 Global Market Index Performance]()
1 Oct, 2020September 2020 Global Market Index Performance
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 was down -3.8%, non-US developed equity markets were down -2.6% in dollar terms, and emerging...
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![Two (Percent) is a Sad Number]()
21 Sep, 2020Two (Percent) is a Sad Number
Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a target inflation rate (2%) in favor of an average ...
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![Growth Equity, High Yield and REITs Pique Investor Interest amid Pandemic]()
21 Sep, 2020Growth Equity, High Yield and REITs Pique Investor Interest amid Pandemic
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 Investment Advisors. ÃÅ"WeÃve seen outflows from equity and inflows to fixed income all year and...
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![Fed Hires BlackRock to Help Calm Markets. Its ETF Business Wins Big.]()
18 Sep, 2020Fed Hires BlackRock to Help Calm Markets. Its ETF Business Wins Big.
"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 officer of Angeles Investments. Mr. Rosen said he picked the fund because of its size and liquidity.
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![Still Beach Reading]()
10 Sep, 2020Still Beach Reading
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 in school, James Baldwin was unapproachable: his ...
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