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![OCIOs Flag Potential to 'Game' Proposed GIPS Guidelines]()
27 Nov, 2023OCIOs Flag Potential to 'Game' Proposed GIPS Guidelines
Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total return aggressive" composite as a portfolio with an 80/20 allocation to public equities and cash.
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![How Financial Advisor Clients Perceive the Current Environment]()
10 Nov, 2023How Financial Advisor Clients Perceive the Current Environment
Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of current macro environment conditions, year-end giving and philanthropic strategies, and more.
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![Best Books on Investing]()
8 Nov, 2023Best Books on Investing
"Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But investors can, and do, lose by underperforming the market for a myriad of reasons."
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![October 2023 Global Market Index Performance]()
1 Nov, 2023October 2023 Global Market Index Performance
Global equities continued to post negative returns in October. The S&P 500 returned -2.1% and the MSCI ACWI decreased -3.3%, while developed non-U.S. equities fell -4.1%. In the U.S., value stocks underperformed growth, while large cap...
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![Navigating Private Markets & Due Diligence]()
30 Oct, 2023Navigating Private Markets & Due Diligence
Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under the hood & examine the rigor of Angeles' due diligence process within this important asset class.
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![No Recession in Sight: The US Economy Grew 4.9% Annual Rate in the 3rd Quarter]()
26 Oct, 2023No Recession in Sight: The US Economy Grew 4.9% Annual Rate in the 3rd Quarter
Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we remain fully invested," he said.
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![Here's How Many Billionaires And Millionaires Live In The U.S.]()
20 Oct, 2023Here's How Many Billionaires And Millionaires Live In The U.S.
While it might seem like making a "best of" list for the world's wealthiest would be a one-way ticket to Easy Street, Jon Foster, CEO of Angeles Wealth Management, says that a pile of money comes with its fair share of challenges.
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![Bond Market Experts Offer Road Map for What Lies Ahead]()
13 Oct, 2023Bond Market Experts Offer Road Map for What Lies Ahead
Angeles CIO Michael Rosen recently shared with Jeff Benjamin the biggest near-term risks and opportunities within the bond market that investors should be considering.
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![3rd Quarter 2023 - Dyscrasia]()
9 Oct, 20233rd Quarter 2023 - Dyscrasia
Records of infanticide, that most heinous of crimes, have, sadly, existed throughout human history. Disability and poverty have been common explanations for this horror, but so has misguided morality. Babies born in 18th and 19th century Europe out..
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![Commentary: Hedge Funds do not Offer Value to Pension Funds and Other Investors]()
6 Oct, 2023Commentary: Hedge Funds do not Offer Value to Pension Funds and Other Investors
Angeles CIO Michael Rosen: "When I began investing in hedge funds, more than 30 years ago, the value proposition was absolute return: modest but positive returns regardless of market conditions. One percent per month was the oft-cited promise."
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![Costco Members can Stock up on Everyday Items - and Gold Bars]()
3 Oct, 2023Costco Members can Stock up on Everyday Items - and Gold Bars
"Costco members would be much better served buying a share of Costco than an ounce of gold" says Michael Rosen, CIO of Angeles. "If you look at the last 20 years, gold is up 50% ... Costco is up 2500%, or about 50 times what gold has been."
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![September 2023 Global Market Index Performance]()
2 Oct, 2023September 2023 Global Market Index Performance
Global equities posted negative returns in September. The S&P 500 returned -4.8% and the MSCI ACWI decreased -4.2%, while developed non-U.S. equities fell -3.4%. In the U.S., value stocks outperformed growth, while large cap outperformed small cap...
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![The Case for Private Equity]()
28 Sep, 2023The Case for Private Equity
Angeles Wealth CEO Jon Foster discusses best practices for allocating to private equity in a time when appetite for alternative investing is on the rise. He redefines democratization, discusses best practices for deal sourcing and much more.
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![Michael Rosen on the Markets - Bloomberg Daybreak Asia]()
24 Sep, 2023Michael Rosen on the Markets - Bloomberg Daybreak Asia
Listen in as Angeles Investments' CIO and Managing Partner, Michael Rosen, delves into all things markets from fixed income to equities to emerging markets with hosts Doug Krizner and Paul Allen on 'Bloomberg Radio Daybreak Asia.'
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![Sustainability at Angeles]()
21 Sep, 2023Sustainability at Angeles
Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.
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![Beach Reading]()
18 Sep, 2023Beach Reading
September is still beach time, so I have a few more recommendations for you. One nonfiction and four fiction, including my (so far) book of the year. Enjoy!House of Cotton, Monica BrashearsMagnolia ...
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![Here Are Barron's Top Independent Financial Advisors]()
15 Sep, 2023Here Are Barron's Top Independent Financial Advisors
Angeles Wealth's CEO Jonathan Foster spoke with Barron's Advisor for their latest article breaking down the different approaches of top independent RIAs. While many firms are expanding their service offerings, Foster believes it's important to...
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![Short-Term Bonds, U.S. Stocks Attractive As Recession Signals Fade]()
13 Sep, 2023Short-Term Bonds, U.S. Stocks Attractive As Recession Signals Fade
With the prospects of a recession or bear market moving farther away, short-duration bonds and U.S. public equities are increasingly attractive for institutional investors, according to Angeles Investment Advisors CIO Michael Rosen.
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![When Will Consumers Stop Buying? It's a Key Question for the Stock Market]()
10 Sep, 2023When Will Consumers Stop Buying? It's a Key Question for the Stock Market
"The market has been expecting a recession for the past year or so, and has been wrong," said Michael Rosen, chief investment officer at Angeles Investments. "In some sense, they probably are still looking for a recession. I think that's also wrong."
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![Spending, Earnings, & Performance of the US Dollar in a Tight Monetary Policy]()
6 Sep, 2023Spending, Earnings, & Performance of the US Dollar in a Tight Monetary Policy
Michael Rosen, Chief Investment Officer of Angeles Investments, joins Jill Malandrino on Nasdaq TradeTalks to discuss consumer spending, earnings, and performance of the US dollar in a tight monetary policy environment.
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![This Is the China New Normal. Get Used to It]()
5 Sep, 2023This Is the China New Normal. Get Used to It
"There are other things more important for us to worry about than China," said Michael Rosen, co-founder and CIO at Angeles Investments. "Trade is a very small percentage of our GDP. We're mostly a closed, self-sufficient economy."
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![August 2023 Global Market Index Performance]()
1 Sep, 2023August 2023 Global Market Index Performance
All global equities posted negative returns in August. The S&P 500 returned -1.6% and the MSCI ACWI decreased -2.9%, while developed non-U.S. equities fell -3.8%. In the U.S., value stocks largely underperformed growth, while the Russell 2000...
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![Sorry, Fed Chair Powell, Financial Advisors Watch Their Own Economic Indicators]()
31 Aug, 2023Sorry, Fed Chair Powell, Financial Advisors Watch Their Own Economic Indicators
"GDP is especially backward-looking as the first estimate covers the period 30 to 120 days in the past, & the second estimate 60 to 150 days in the past. That's almost ancient history for the markets..." said Michael Rosen, CIO of Angeles
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![Our Core Mission and Culture]()
23 Aug, 2023Our Core Mission and Culture
Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.
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