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Insights from our CIO
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![Michael Rosen]()
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CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 35 years experience as an institutional portfolio manager, investment strategist, trader and academic.
RSS: CIO Blog | All Media
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![ESG and Tax Benefits ArenÃt Just for the Rich Anymore]()
20 Mar, 2023ESG and Tax Benefits ArenÃt Just for the Rich Anymore
A new kind of index investing is "direct indexing" a customized basket of stocks that tracks the benchmark of the investor's choosing. This bespoke approach offers many benefits, including tax-loss harvesting and the ability to tailor a...
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![Stretching Your Dollar: How to Protect Your Wealth By Setting Up a Trust]()
16 Mar, 2023Stretching Your Dollar: How to Protect Your Wealth By Setting Up a Trust
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]()
1 Mar, 2023Angeles 2023 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
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![February 2023 Global Market Index Performance]()
1 Mar, 2023February 2023 Global Market Index Performance
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 decreased -2.8%. Non-U.S. equities modestly outperformed U.S. equities for the month, with the MSCI...
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![Inflation Continues to Weigh on Institutional Investors - Angeles CIO]()
24 Feb, 2023Inflation Continues to Weigh on Institutional Investors - Angeles CIO
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic activity, said Michael A. Rosen, co-founder, managing partner and CIO of Angeles Investments.
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![No Pivot Is Imminent Says The Fed]()
23 Feb, 2023No Pivot Is Imminent Says The Fed
The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michael's full interview with Nicole Petallides to hear his thoughts on the current market environment and the months ahead.
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![Angeles Investments Earns B Corporation Certification]()
15 Feb, 2023Angeles Investments Earns B Corporation Certification
Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in discretionary assets under management (as of September 30, 2022), announced that it has been certified...
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![Webinar Replay - A Box of Chocolates]()
14 Feb, 2023Webinar Replay - A Box of Chocolates
As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief Investment Officer, Michael Rosen for a discussion on the markets & the economy
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![Supporting Diversity: Partnership & Engagement to Improve Industry Standards]()
9 Feb, 2023Supporting Diversity: Partnership & Engagement to Improve Industry Standards
Diversity, equity, and inclusion (DEI) is critical to Angeles' philosophy, including our manager research process. While we actively seek out DEI-focused managers, Angeles believes it is important to also encourage our high conviction managers...
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![January 2023 Global Market Index Performance]()
1 Feb, 2023January 2023 Global Market Index Performance
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, non-U.S. equities outperformed U.S. equities for the month. In the U.S., growth outperformed...
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![How Direct Indexing Will Evolve In 2023]()
18 Jan, 2023How Direct Indexing Will Evolve In 2023
Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing will change in 2023, which he believes will greatly benefit both financial advisors and...
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![Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.]()
12 Jan, 2023Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.
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, which is typically a period of high demand for the heating fuel...
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![4th Quarter 2022 - Kapitalismus]()
5 Jan, 20234th Quarter 2022 - Kapitalismus
Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in Sicily and elsewhere, but revolutionary fervor arose most dramatically in France. On 22 February...
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![December 2022 Global Market Index Performance]()
3 Jan, 2023December 2022 Global Market Index Performance
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 weakness continued, non-U.S. equity market performance outperformed U.S. equity performance for the...
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![Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin]()
16 Dec, 2022Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a private wealth advisory firm in Santa Monica, California.
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![Angeles Wealth Launches Comprehensive Mission-Related Investing Program]()
8 Dec, 2022Angeles Wealth Launches Comprehensive Mission-Related Investing Program
Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families' investment and philanthropic activities and deliver bespoke solutions...
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![Don't Give Up on Charitable Giving Just Yet]()
5 Dec, 2022Don't Give Up on Charitable Giving Just Yet
Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will dig deep because they recognize the organizations they support need them more than ever...
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![November 2022 Global Market Index Performance]()
1 Dec, 2022November 2022 Global Market Index Performance
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 dollar weakness bolstered non-U.S. equity market performance. In the U.S., value stocks continued...
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![Tough Markets, Increased Pleas For Help - Challenges For Philanthropy]()
23 Nov, 2022Tough Markets, Increased Pleas For Help - Challenges For Philanthropy
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the philanthropic space for charitable families and foundations.
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![Year End Newsletter 2022]()
21 Nov, 2022Year End Newsletter 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]()
18 Nov, 2022Everything Human is Pathetic
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, obtuse, repetitive, numbingly boring.An exception is the ...
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![Fat Bear Time Webinar]()
1 Nov, 2022Fat Bear Time Webinar
Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment environment.
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![October 2022 Global Market Index Performance]()
1 Nov, 2022October 2022 Global Market Index Performance
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 for the month, and small cap stocks outperformed large cap. U.S. investment-grade bonds decreased...
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![Why Wealth Management's Diversity Issues Go Deeper than Demographics]()
26 Oct, 2022Why Wealth Management's Diversity Issues Go Deeper than Demographics
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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