-
Insights from our CIO
-
![Michael Rosen]()
-
CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 35 years experience as an institutional portfolio manager, investment strategist, trader and academic.
RSS: CIO Blog | All Media
-
![1st Quarter 2002 - Relativity]()
1 Apr, 20021st Quarter 2002 - Relativity
The accompanying photograph is of a non-descript, undistinguished, 26-year old clerk in the Patent Office in Bern Switzerland who, in 1905, submitted a paper called On the Electrodynamics of Moving Bodies to a leading German physics journal.
-
![4th Quarter 2001 - Ode to Joy]()
1 Jan, 20024th Quarter 2001 - Ode to Joy
BeethovenÃs ninth, and final, symphony premiered in Vienna on 7 May 1824 with the composer himself presiding over the orchestra. Beethoven had no idea how the piece would be received since he knew he had broken all the rules...
-
![3rd Quarter 2001 - Freedom]()
1 Oct, 20013rd Quarter 2001 - Freedom
September. On the 17th of that month in 1862, 23,000 Americans were killed or wounded near a little town in Maryland on the banks of the Potomac River called Antietam. It was the bloodiest day inrnAmerican history.
-
![2nd Quarter 2001 - Keeping the Top Down]()
1 Jul, 20012nd Quarter 2001 - Keeping the Top Down
Summer means morning fog along the California coast. It usually burns off by afternoon, but not always. No matter; the top of my convertible is always down, because the view is better. Not always good, especially in this market, just better.
-
![1st Quarter 2001 - Trials, Tribulations... & Tips]()
1 Apr, 20011st Quarter 2001 - Trials, Tribulations... & Tips
Unless your portfolio has been stuffed with Treasury bonds, you are suffering through the worst period of portfolio returns in a generation. You probably didn't need that reminder, but I hope we can put some perspective around this current market...
-
