Latest Blog: Fireside Reading - 03/01/2024
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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS VIEW ALL MEDIA
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ARTICLES & INSIGHTS
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CIO 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.
CIO INSIGHTS
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1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024
One of America's greatest scientists was responsible for the most famous failed experiment in history. Therein lies lessons for investors today. We hope you enjoy our latest quarterly letter, Luminiferous, by our CIO, Michael Rosen.
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FIRESIDE READING 03-01-2024
Seven new selections for you - 3 fiction, 4 nonfiction - while it's still fireside reading season. Enjoy! Fiction
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MONEY LIFE WITH CHUCK JAFFE 12-11-2023
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 "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023
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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ANGELES INSIGHTS
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2023 SUSTAINABILITY REPORT 04-05-2024
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2023.
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TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT 04-02-2024
A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundations transition to a fully discretionary, OCIO.
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SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY 02-26-2024
At the height of the pandemic, TV star Ben McKenzie was the perfect mark for cryptocurrency. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.
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WEBINAR REPLAY - THE MYSTERIOUS HORIZON 02-14-2024
Angeles' CIO, Michael Rosen, provided a glimpse over The Mysterious Horizon. During the program, Michael examined the economy, prevailing sentiment, markets, & the structural challenges facing long-term government debt using the lens of history.
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YEAR END NEWSLETTER 2023 12-06-2023
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023.
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NAVIGATING PRIVATE MARKETS & DUE DILIGENCE 10-30-2023
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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IN THE NEWS
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CELEBRITY, CHARITY, DIVERSITY: INSIGHTS FROM A 'FINANCIAL ARCHITECT' 04-30-2024
Angeles Wealth managing director Rick Nott opens up about the personal journey that led him to a career as a financial advisor. He reflects on his upbringing and coming up in the industry during the Global Financial Crisis.
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ANGELES NAMED A GREENWICH QUALITY LEADER FOR SEVENTH CONSECUTIVE YEAR 04-26-2024
Angeles is proud to be named a Greenwich Quality Leader for the seventh consecutive year. We are grateful to you, our clients, for the partnership and trust which form the foundation of each relationship and is at the core of what we do each day.
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ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024
"Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles CIO, Michael Rosen. "Small-caps are also much more leveraged than large-caps, thus riskier..."
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MARKET UPDATE SNAPSHOTS
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APRIL 2024 GLOBAL MARKET INDEX PERFORMANCE 05-01-2024
Global equity and bond returns were negative in April. The S&P 500 returned -4.1\%, the MSCI ACWI decreased -3.4\%, and developed non-U.S. equities (MSCI EAFE) fell -2.6\%. In the U.S., growth stocks slightly outperformed value while large cap...
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MARCH 2024 GLOBAL MARKET INDEX PERFORMANCE 04-01-2024
Global equity returns were positive for March. The S&P 500 returned 3.2\% and the MSCI ACWI increased 3.2\%, while developed non-U.S. equities (MSCI EAFE) rose 3.3\%. In the U.S., value stocks outperformed growth while small cap outperformed large cap.
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FEBRUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 03-01-2024
Global equity returns were positive for February. The S&P 500 returned 5.3\% and the MSCI ACWI increased 4.2\%, while developed non-U.S. equities (MSCI EAFE) rose 1.8\%. In the U.S., growth stocks outperformed value while small cap outperformed large...
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