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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DECEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 01-03-2023
After a 2-month rally, global equities posted negative returns in December. The S&P 500 returned -5.8%, while the MSCI ACWI fell -3.8%. As dollar ...
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BLACKSTONE'S REAL ESTATE FUND FOR WEALTHY PROMPTS SEC QUERIES, INVESTOR SCRUTIN 12-16-2022
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a ...
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ANGELES WEALTH LAUNCHES COMPREHENSIVE MISSION-RELATED INVESTING PROGRAM 12-08-2022
Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable ...
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DON'T GIVE UP ON CHARITABLE GIVING JUST YET 12-05-2022
Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will ...
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NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 12-01-2022
For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6%, while the MSCI ACWI advanced 7.6% return as ...
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TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the ...
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YEAR END NEWSLETTER 2022 11-21-2022
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022. ...
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"EVERYTHING HUMAN IS PATHETIC" 11-18-2022
This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, ...
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FAT BEAR TIME WEBINAR 11-01-2022
Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment ...
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OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE 11-01-2022
Global equities posted positive returns in October with the MSCI ACWI IMI up 6.2% and the S&P 500 up 8.1%. Growth stocks underperformed value stocks ...
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WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022
For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising. ...
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FIRESIDE READING 10-18-2022
It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and ...
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ANGELES: ESG IS HERE TO STAY 10-17-2022
Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth ...
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3RD QUARTER 2022 - SKYWAVE 10-07-2022
On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died ...
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'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT 10-05-2022
Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth ...
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SEPTEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 10-03-2022
Global equities posted negative returns in September with the MSCI ACWI IMI down -9.7% and the S&P 500 down -9.2%. Growth stocks underperformed ...
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MORRIS CLOTHIER APPOINTED MANAGING DIRECTOR, CAPITAL MARKETS & WEALTH ADVISORY 09-28-2022
Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory. ...
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BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 09-19-2022
While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our ...
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THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022
"For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for ...
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MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation ...
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AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE 09-01-2022
Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6% and the S&P 500 down -4.1%. Growth stocks underperformed value ...
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HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil ...
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ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022
Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with ...
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WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022
In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can ...
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