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6 Sep, 2023
Spending, 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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5 Sep, 2023
This 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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1 Sep, 2023
August 2023 Global Market Index Performance
All global equities posted negative returns in August. The S&P 500 returned -1.6% and the MSCI ACWI decreased -2.9%, while developed non-U.S. equities fell -3.8%. In the U.S., value stocks largely underperformed growth, while the Russell 2000...
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31 Aug, 2023
Sorry, 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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23 Aug, 2023
Our Core Mission and Culture
Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.
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15 Aug, 2023
How 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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10 Aug, 2023
Beach Reading
There's still a lot of summer left, so I have five nonfiction and five fiction recommendations for your beach reading.NonfictionThe Half-Known Life: In Search of Paradise, Pico IyerWhat is Paradise? ...
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8 Aug, 2023
Council 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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7 Aug, 2023
Satisfaction
Why does the Fed insist that low unemployment drives higher inflation? Policymakers' imagination is being fired by useless information, and they just can't get no.And I'm tryin' to make some girl, who ...
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3 Aug, 2023
Time 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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1 Aug, 2023
July 2023 Global Market Index Performance
Global equities continued to surge in July. The S&P 500 returned 3.2% and the MSCI ACWI increased 3.8%, while developed non-U.S. equities rose 3.2%. In the U.S., value stocks very slightly outperformed growth, while the Russell 2000 small cap...
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31 Jul, 2023
Angeles 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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27 Jul, 2023
Giving "Foxy" a Voice - A Discussion with Michael Rosen on Q2-2023 Commentary
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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21 Jul, 2023
Investors 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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6 Jul, 2023
2nd Quarter 2023 - Foxy
A famous 20th century philosopher finds wisdom in an ancient Greek poet, and in so doing, shows us the path to successful investing. Please enjoy this quarter's letter, Foxy.
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3 Jul, 2023
June 2023 Global Market Index Performance
Global equities surged in June, capping off a very strong first half of the year. The S&P 500 returned 6.6% and the MSCI ACWI increased 5.8%, while developed non-U.S. equities rose 4.6%. In the U.S., value stocks slightly underperformed growth...
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29 Jun, 2023
Mission Absolutely Possible
From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent Higher Education in "Mission Absolutely Possible."
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28 Jun, 2023
An 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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27 Jun, 2023
A 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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20 Jun, 2023
Beach Reading
Most of you know that I don't favor romance novels for reading on the beach (or anywhere else, for that matter, although that's not a judgment about people who like them!), and I apologize that this ...
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14 Jun, 2023
What Bull Market for Stocks? Investors Are Still Sitting on a Pile of Cash
Michael Rosen, co-founder and CIO of Angeles Investments, which advises endowments, foundations and private pension funds, still thinks a lot of cash on the sidelines and sustained bearishness about stocks could be a signal to move into stocks.
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13 Jun, 2023
Chloe Wohlforth Has Been Included in InvestmentNews' 40 Under 40 List
We're pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included in InvestmentNews' 40 Under 40 list! Honorees exhibit success in the advisory business, contribute to and promote the financial advice profession.
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8 Jun, 2023
Howard Perlow Named Angeles Investments' 1st CEO
Chief Investment Officer recently covered our announcement that Angeles Investments co-founder, Howard Perlow, has been appointed the firm's first-ever CEO and that David Brief has been promoted to the newly created role, Head of OCIO.
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8 Jun, 2023
This Market Could Continue to Run: CIO on Investing Amid Recession Fears
Our CIO Michael Rosen joined BNN Bloomberg to discuss how investors should be positioning their portfolios in the wake of recessionary fears.
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