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Featured News
295 Results-
![Chloe Wohlforth has been included on InvestmentNews' Hot List for 2023]()
4 Dec, 2023Chloe Wohlforth has been included on InvestmentNews' Hot List for 2023
WeÃre pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included on InvestmentNews' Hot List for 2023.
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![OCIOs Flag Potential to 'Game' Proposed GIPS Guidelines]()
27 Nov, 2023OCIOs Flag Potential to 'Game' Proposed GIPS Guidelines
Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total return aggressive" composite as a portfolio with an 80/20 allocation to public equities and cash.
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![How Financial Advisor Clients Perceive the Current Environment]()
10 Nov, 2023How Financial Advisor Clients Perceive the Current Environment
Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of current macro environment conditions, year-end giving and philanthropic strategies, and more.
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![Best Books on Investing]()
8 Nov, 2023Best Books on Investing
"Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But investors can, and do, lose by underperforming the market for a myriad of reasons."
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![No Recession in Sight: The US Economy Grew 4.9% Annual Rate in the 3rd Quarter]()
26 Oct, 2023No Recession in Sight: The US Economy Grew 4.9% Annual Rate in the 3rd Quarter
Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we remain fully invested," he said.
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![Here's How Many Billionaires And Millionaires Live In The U.S.]()
20 Oct, 2023Here's How Many Billionaires And Millionaires Live In The U.S.
While it might seem like making a "best of" list for the world's wealthiest would be a one-way ticket to Easy Street, Jon Foster, CEO of Angeles Wealth Management, says that a pile of money comes with its fair share of challenges.
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![Bond Market Experts Offer Road Map for What Lies Ahead]()
13 Oct, 2023Bond Market Experts Offer Road Map for What Lies Ahead
Angeles CIO Michael Rosen recently shared with Jeff Benjamin the biggest near-term risks and opportunities within the bond market that investors should be considering.
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![Commentary: Hedge Funds do not Offer Value to Pension Funds and Other Investors]()
6 Oct, 2023Commentary: Hedge Funds do not Offer Value to Pension Funds and Other Investors
Angeles CIO Michael Rosen: "When I began investing in hedge funds, more than 30 years ago, the value proposition was absolute return: modest but positive returns regardless of market conditions. One percent per month was the oft-cited promise."
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![Costco Members can Stock up on Everyday Items - and Gold Bars]()
3 Oct, 2023Costco Members can Stock up on Everyday Items - and Gold Bars
"Costco members would be much better served buying a share of Costco than an ounce of gold" says Michael Rosen, CIO of Angeles. "If you look at the last 20 years, gold is up 50% ... Costco is up 2500%, or about 50 times what gold has been."
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![The Case for Private Equity]()
28 Sep, 2023The Case for Private Equity
Angeles Wealth CEO Jon Foster discusses best practices for allocating to private equity in a time when appetite for alternative investing is on the rise. He redefines democratization, discusses best practices for deal sourcing and much more.
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![Michael Rosen on the Markets - Bloomberg Daybreak Asia]()
24 Sep, 2023Michael Rosen on the Markets - Bloomberg Daybreak Asia
Listen in as Angeles Investments' CIO and Managing Partner, Michael Rosen, delves into all things markets from fixed income to equities to emerging markets with hosts Doug Krizner and Paul Allen on 'Bloomberg Radio Daybreak Asia.'
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![Here Are Barron's Top Independent Financial Advisors]()
15 Sep, 2023Here Are Barron's Top Independent Financial Advisors
Angeles Wealth's CEO Jonathan Foster spoke with Barron's Advisor for their latest article breaking down the different approaches of top independent RIAs. While many firms are expanding their service offerings, Foster believes it's important to...
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![Short-Term Bonds, U.S. Stocks Attractive As Recession Signals Fade]()
13 Sep, 2023Short-Term Bonds, U.S. Stocks Attractive As Recession Signals Fade
With the prospects of a recession or bear market moving farther away, short-duration bonds and U.S. public equities are increasingly attractive for institutional investors, according to Angeles Investment Advisors CIO Michael Rosen.
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![When Will Consumers Stop Buying? It's a Key Question for the Stock Market]()
10 Sep, 2023When Will Consumers Stop Buying? It's a Key Question for the Stock Market
"The market has been expecting a recession for the past year or so, and has been wrong," said Michael Rosen, chief investment officer at Angeles Investments. "In some sense, they probably are still looking for a recession. I think that's also wrong."
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![Spending, Earnings, & Performance of the US Dollar in a Tight Monetary Policy]()
6 Sep, 2023Spending, Earnings, & Performance of the US Dollar in a Tight Monetary Policy
Michael Rosen, Chief Investment Officer of Angeles Investments, joins Jill Malandrino on Nasdaq TradeTalks to discuss consumer spending, earnings, and performance of the US dollar in a tight monetary policy environment.
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![This Is the China New Normal. Get Used to It]()
5 Sep, 2023This Is the China New Normal. Get Used to It
"There are other things more important for us to worry about than China," said Michael Rosen, co-founder and CIO at Angeles Investments. "Trade is a very small percentage of our GDP. We're mostly a closed, self-sufficient economy."
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![Sorry, Fed Chair Powell, Financial Advisors Watch Their Own Economic Indicators]()
31 Aug, 2023Sorry, Fed Chair Powell, Financial Advisors Watch Their Own Economic Indicators
"GDP is especially backward-looking as the first estimate covers the period 30 to 120 days in the past, & the second estimate 60 to 150 days in the past. That's almost ancient history for the markets..." said Michael Rosen, CIO of Angeles
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![How to Invest $10,000: A Step-by-Step Guide]()
15 Aug, 2023How to Invest $10,000: A Step-by-Step Guide
"Investing is a critical part of growing wealth. It is important to invest savings that you have identified as long-term, so your assets can grow over time," says Chloe Wohlforth, CFP and partner at Angeles Wealth Management.
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![Council Of Independent Colleges & OCIO Firm Angeles Enter Partnership Agreement]()
8 Aug, 2023Council Of Independent Colleges & OCIO Firm Angeles Enter Partnership Agreement
Angeles Investments is proud and excited to announce a long-term agreement with the Council of Independent Colleges, aimed at enhancing endowment insights for higher education institutions across the U.S.
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![Time to Start Foraging for Foreign Stocks as Dollar Declines]()
3 Aug, 2023Time to Start Foraging for Foreign Stocks as Dollar Declines
"Weakness in the U.S. dollar would make non-U.S. assets relatively more attractive, and we may seek to tactically shift our allocations, but long term, U.S. companies are likely to continue to be structurally more profitable," Michael Rosen said.
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![Angeles Investments' Michael Rosen on US Markets]()
31 Jul, 2023Angeles Investments' Michael Rosen on US Markets
Michael Rosen, chief investment officer at Angeles Investments, discusses his outlook and investment strategies for US markets. He speaks with Bloomberg's Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia."
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![Investors Haven't Been This Optimistic About the Stock Market Since April 2021]()
21 Jul, 2023Investors Haven't Been This Optimistic About the Stock Market Since April 2021
Michael Rosen, managing partner and chief investment officer at Angeles Investments, recently told Money that earnings disappointments in the coming weeks could lead to a "disproportionate drop" in share prices.
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![An Allocator's Journey with William Yung of Angeles Investments]()
28 Jun, 2023An Allocator's Journey with William Yung of Angeles Investments
William Yung, Partner, and Director of Private Markets at Angeles Investments takes us on his career journey from wealth management to investment manager research for one of the financial industryÃs innovative leaders in OCIO & investment consulting.
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![A Family Foundation Manifests its Legacy Through Philanthropy]()
27 Jun, 2023A Family Foundation Manifests its Legacy Through Philanthropy
When it comes to philanthropic efforts, it should all start with "why." Marta Ferro shares the story of how the Berman Family Foundation manifests its legacy with philanthropy by bringing together multiple generations to develop a shared mission.
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