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Insights + Media
Insights from our CIO-
![4th Quarter 2025 - Garbo]()
6 Jan, 20264th Quarter 2025 - Garbo
What do a movie star and a Spanish poultry farmer have in common? No, that's not the beginning of a joke, but a connection between two mysterious private lives hidden by their public personas, and the deception that changed the course of WW2.
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![Beach Reading]()
19 Mar, 2026Beach Reading
We are having a bit of a heat wave here in Southern California, so take your reading to the beach! I have six new recommendations, all fiction this time, all ...
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![Money Life with Chuck Jaffe]()
11 Dec, 2023Money Life with Chuck Jaffe
As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his expectations for the economy and what investors should look out for in 2024.
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![Giving]()
27 Jul, 2023Giving "Foxy" a Voice - A Discussion with Michael Rosen on Q2-2023 Commentary
In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.
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![Celebrating 25 Years of Angeles]()
1 Apr, 2026Celebrating 25 Years of Angeles
This year marks the 25th anniversary of Angeles Investments, a milestone that allows us to reflect on what we have built and where we are headed. We are deeply grateful for the clients, partners, and colleagues who have shaped this journey.
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![March 2026 Webinar Replay: The Great Rotation]()
10 Mar, 2026March 2026 Webinar Replay: The Great Rotation
Join our CIO Michael Rosen, for a tour the major shifts we see taking place across markets and the global economy, rising interest rates, inflation, gold, a weakening US dollar, and changing leadership between US and international equities.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026]()
22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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![Year End Newsletter 2025]()
4 Dec, 2025Year End Newsletter 2025
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2025.
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![The Banner Year for International Stocks Has Stalled Before It Even Began]()
21 Mar, 2026The Banner Year for International Stocks Has Stalled Before It Even Began
Michael Rosen, CIO at Angeles, said we will likely still maintain some exposure to international markets once the conflict subsides, but for now the war has made it nearly impossible to make a confident call.
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![The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster]()
19 Mar, 2026The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster
Jonathan Foster, President and CEO of AWM, recently sat down with Doug Scott, Co-Founder and CEO of Ethic, on the Work Ethic podcast to discuss his career, leadership philosophy and the values that have shaped Angeles.
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![Wall Street Ends Sharply Lower After Fed Keeps Rates Unchanged]()
18 Mar, 2026Wall Street Ends Sharply Lower After Fed Keeps Rates Unchanged
"The Fed is on hold. With ?inflation running above target and the economy running above trend, and elevated uncertainty about the path of the Iran ?war, there is no argument for easing policy," said Michael Rosen, CIO at Angeles.
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![Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride]()
10 Mar, 2026Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride
"There is a sort of randomness both from a political perspective and then in terms of market reactions to all of this," said Michael Rosen, CIO at Angeles Investments.rnrn
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026]()
22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024View more Videos + PodcastsAWM Speaker Series Featuring Bestselling Author Morgan Housel
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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Press Releases
![Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office]()
13 Jan, 2026Read more Press ReleasesAngeles Wealth Management Acquires XO Capital, Launches Angeles Family Office
AWM today announced the acquisition of XO Capital, a boutique firm that offers comprehensive family office and investment management services. This acquisition marks the launch of Angeles Wealth's family office affiliate, Angeles Family Office.
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Market Updates
![March 2026 Global Market Index Performance]()
1 Apr, 2026Read more Market UpdatesMarch 2026 Global Market Index Performance
Global equity and bond markets delivered negative results in March. The S&P 500 returned -5.0%, the MSCI ACWI IMI decreased -7.3%, and developed non-U.S. equities (MSCI EAFE) fell -10.3%. In the U.S., value stocks outperformed growth, while large...
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