Latest Blog: Beach Reading - 05/08/2024
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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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ANGELES 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 05-01-2023
2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global ...
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APRIL 2023 GLOBAL MARKET INDEX PERFORMANCE 05-01-2023
Global equities posted positive returns in April. The S&P 500 returned 1.6% and the MSCI ACWI increased 1.3%, with developed non-U.S. equities ...
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U.S. INCHING TOWARD RECESSION AS GROWTH CONCERNS MOUNT, SAYS ANGELES CIO 04-27-2023
In a recent article for P&I, Angeles CIO Michael Rosen discusses the hope to be found in the the pace of innovation occurring across industries such ...
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SIXTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-26-2023
Angeles Investments has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth ...
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ANGELES PRIVATE INVESTMENT COMPANY (APIC) ANNOUNCEMENT 04-18-2023
Angeles Investments announced today the formation of Angeles Private Investment Company (APIC) and the appointment of Derrick Cruz as Chief Executive ...
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1ST QUARTER 2023 - DAM(N) 04-11-2023
Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is ...
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ADVISOR TRAINING: HERE ARE FIRMS' BEST PRACTICES 04-05-2023
President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's ...
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MARCH 2023 GLOBAL MARKET INDEX PERFORMANCE 04-03-2023
Global equities posted positive returns in March and for the first quarter of 2023. The S&P 500 returned 3.7% and the MSCI ACWI increased 2.5%, with ...
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FIRESIDE READING 03-30-2023
Six fiction and seven nonfiction books to recommend. Happy reading!FictionLessons in Chemistry, Bonnie GarmusElizabeth Zott is a talented chemistry ...
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ANGELES SCOUTS GROWTH, VC FOR PE BUILDOUT 03-24-2023
Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO ...
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MISMATCH 03-20-2023
Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked ...
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ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023
A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This ...
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STRETCHING YOUR DOLLAR: HOW TO PROTECT YOUR WEALTH BY SETTING UP A TRUST 03-16-2023
Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts. ...
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ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023
This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation ...
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FEBRUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 03-01-2023
Following a very strong start to the year in January, global equities gave up gains in February. The S&P 500 returned -2.4%, while the MSCI ACWI ...
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INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO 02-24-2023
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic ...
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NO PIVOT IS IMMINENT SAYS THE FED 02-23-2023
The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michaels full interview with Nicole ...
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ANGELES INVESTMENTS EARNS B CORPORATION CERTIFICATION 02-15-2023
Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in ...
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WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023
As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief ...
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SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 02-09-2023
Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out ...
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JANUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 02-01-2023
Global equities posted positive returns in January. The S&P 500 returned 6.3%, while the MSCI ACWI increased by 7.4%. As dollar weakness continued, ...
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HOW DIRECT INDEXING WILL EVOLVE IN 2023 01-18-2023
Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing ...
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NATURAL-GAS PRICES ARE TOPSY-TURVY. EXPECT MORE SWINGS THIS WINTER. 01-12-2023
Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, ...
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4TH QUARTER 2022 - KAPITALISMUS 01-05-2023
Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in ...
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