ARTICLES & INSIGHTS

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CIO INSIGHTS

• 2ND QUARTER 2024 - VERSCHLIMMBESSERUNG 07-08-2024

  Investors make two big mistakes in assessing the risks of volatility and liquidity in equities. Solving for one problem creates a far bigger one, a notion captured by this mouthful of a German word, Verschlimmbesserung.

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• BEACH READING 05-08-2024

  I'm happy to go to the beach year-round, but it's now really becoming beach weather, so I have five new book suggestions for your next trip to the beach.Nonfiction

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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

• AWM SPEAKER SERIES FEATURING BESTSELLING AUTHOR MORGAN HOUSEL 05-10-2024

  We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.

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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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IN THE NEWS

• HERE'S WHERE MONEY MANAGERS ARE SEEKING INCOME AT MID-YEAR AS RATES STAY HIGH 07-05-2024

  The prospect of "higher for longer" rates has made short-term fixed income assets especially attractive. In a recent CNBC article, our CIO, Michael Rosen, discussed how we're using collateralized loan obligations (CLOs) in portfolios.

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• A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES 06-10-2024

  Safeguarding family wealth across generations requires careful planning, particularly when implementing optimal tax strategies. In a piece written by our managing director Rick Nott, he explores three crucial, lesser-known, strategies.

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• EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST 06-05-2024

  "EM markets as a whole have been less profitable. They have lower valuations, but that's because they should have lower valuations," Rosen said. He also notes the consistent outperformance & reliability of the U.S. compared to international markets.

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MARKET UPDATE SNAPSHOTS

• JUNE 2024 GLOBAL MARKET INDEX PERFORMANCE 07-01-2024

  Global equity and bond returns were mostly positive in June. The S&P 500 returned 3.6\%, the MSCI ACWI increased 1.9\%, and developed non-U.S. equities (MSCI EAFE) fell -1.6\%. In the U.S., growth stocks significantly outperformed value.

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• MAY 2024 GLOBAL MARKET INDEX PERFORMANCE 06-03-2024

  Global equity and bond returns were positive in May. The S&P 500 returned 5.0%, the MSCI ACWI increased 4.1%, and developed non-U.S. equities (MSCI EAFE) rose 3.9%. In the U.S., growth stocks significantly outperformed value while small cap...

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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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