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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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![June 2022 Global Market Index Performance]()
1 Jul, 2022June 2022 Global Market Index Performance
Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6%, the S&P 500 down -8.3%, and non-US developed equity markets down -9.3% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...
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![Shelter from the Storm]()
21 Jun, 2022Shelter from the Storm
The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.
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![Fed Hikes Rates by 0.75 Percentage Point, Flags Slowing Economy]()
15 Jun, 2022Fed Hikes Rates by 0.75 Percentage Point, Flags Slowing Economy
"The Fed is in a very difficult position that frankly, they put themselves in by mishandling monetary policy and allowing inflation to rise as much as it has. There's just simply no sign that inflation is turning," said Michael Rosen, CIO of Angeles.
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![What a Start!]()
14 Jun, 2022What a Start!
Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"
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![Angeles Recognized for its Commitment to Diversity, Equity, and Inclusion]()
6 Jun, 2022Angeles Recognized for its Commitment to Diversity, Equity, and Inclusion
Angeles Investments, celebrates the diversity, equity, and inclusion (DEI) initiatives that contributed to the firm recently being recognized as an Outstanding Practice in InvestmentNewsà 2022 DEI Award program.
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![May 2022 Global Market Index Performance]()
1 Jun, 2022May 2022 Global Market Index Performance
Global equities posted slightly positive returns in May with the MSCI ACWI IMI up 0.1%, the S&P 500 up 0.2%, and non-US developed equity markets up 0.7% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap stocks...
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![Private Equity Funds for Retail Investors? Advisors See Serious Risks]()
31 May, 2022Private Equity Funds for Retail Investors? Advisors See Serious Risks
"As a general statement, providing private equity exposure to mass affluent clients is a bad idea," says Angeles Wealth Management CEO, Jonathan Foster. While private equity investing has become more mainstream in recent years, Foster warned...
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![Boutique OCIOs Carve Out Niche in Crowded Market]()
19 May, 2022Boutique OCIOs Carve Out Niche in Crowded Market
The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others and performs about the same, and those that want something more differentiated, said Michael Rosen.
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![Advisors Say Fed Is Behind Curve. Catching Up Could Be a 'Rocky Road.']()
12 May, 2022Advisors Say Fed Is Behind Curve. Catching Up Could Be a 'Rocky Road.'
With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on the Fed's strategy.
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![InvestmentNews Hosts Fifth Annual Diversity, Equity & Inclusion Awards]()
11 May, 2022InvestmentNews Hosts Fifth Annual Diversity, Equity & Inclusion Awards
InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are helping to make financial advice a more diverse profession.
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![High inflation, Declining Stocks and Bonds Cause Trouble for Worker pensions]()
11 May, 2022High inflation, Declining Stocks and Bonds Cause Trouble for Worker pensions
Michael Rosen, managing partner and chief investment officer at Angeles Investments, joins CBS News to discuss the impact inflation coupled with the falling stock and bonds markets have had on Americans' pensions and retirement funds.
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![Yellow Flag]()
10 May, 2022Yellow Flag
When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the crews to move the debris off the track so it can be ...
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![What Causes Inflation?]()
4 May, 2022What Causes Inflation?
"The price of any particular good going up or down is not inflation," says Michael Rosen, CIO at Angeles Investment Advisors. "Inflation is caused by the supply-demand imbalance of money, , not the supply and demand imbalance of a particular good...
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![April 2022 Global Market Index Performance]()
2 May, 2022April 2022 Global Market Index Performance
Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down -6.5% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
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![April 2022 Global Market Index Performance]()
2 May, 2022April 2022 Global Market Index Performance
Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down -6.5% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
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![Buying the Dip Can Be a Retiree's Best Friend.]()
27 Apr, 2022Buying the Dip Can Be a Retiree's Best Friend.
The circumstances driving today's volatility wonÃt be around forever, Angeles CIO Michael Rosen told Debbie Carlson for her latest Barron's article.
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![Fifth Consecutive Year Angeles Wins the Greenwich Quality Leader Award]()
26 Apr, 2022Fifth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
For the fifth time, Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for five consecutive years.
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![Beach Reading]()
23 Apr, 2022Beach Reading
The Lincoln Highway, Amor TowlesEmmett Watson is released from prison when his father dies to take care of his younger brother Billy. Greeting Emmett as he arrives home is the banker, there to ...
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![1st Quarter 2022 - Shattering]()
11 Apr, 20221st Quarter 2022 - Shattering
So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the life of an extraordinary woman who shattered stereotypes.
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![Empowering Women Throughout Their Financial Journeys]()
9 Apr, 2022Empowering Women Throughout Their Financial Journeys
Angeles Wealth Management Managing Director Chloe Wohlforth joins Jill Malandrino on Nasdaq TradeTalks for Financial Literacy Month to discuss empowering women throughout their financial journeys.
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![Allocators Are Investing Like a Recession Is on the Way]()
8 Apr, 2022Allocators Are Investing Like a Recession Is on the Way
Rising geopolitical risks, which have led to more fragmentation in the world economy, are adding to allocators' bearish outlooks, according to Michael Rosen, chief investment officer at Angeles Investments.
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![Outstanding Practice in the Excellence in Diversity, Equity & Inclusion Awards]()
4 Apr, 2022Outstanding Practice in the Excellence in Diversity, Equity & Inclusion Awards
Today, we're honored to share that Angeles Investments has been recognized as an Outstanding Practice in the Investment News Excellence in Diversity, Equity & Inclusion Awards.
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![March 2022 Global Market Index Performance]()
1 Apr, 2022March 2022 Global Market Index Performance
Global equities posted positive returns in March with the MSCI ACWI IMI up 2.0%, the S&P 500 up 3.7%, and non-US developed equity markets up 0.6% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...
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![Financial Advisors Building Up Holistic Planning Capabilities]()
28 Mar, 2022Financial Advisors Building Up Holistic Planning Capabilities
Marta Ferro, Angeles Investments Managing Director of Philanthropy Services and Mission Aligned Investing, believes it's important to humanize your approach toward guiding clients to reach their financial and philanthropic goals.
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