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• MARCH 2022 GLOBAL MARKET INDEX PERFORMANCE 04-01-2022

  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% ...

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• FINANCIAL ADVISORS BUILDING UP HOLISTIC PLANNING CAPABILITIES 03-28-2022

  Marta Ferro, Angeles Investments Managing Director of Philanthropy Services and Mission Aligned Investing, believes it's important to humanize your ...

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• THE 60/40 PORTFOLIO NEEDS A RETHINK. WHAT TO DO NOW. 03-22-2022

  With inflation now surging and interest rates on the rise, a rethink of long-term investment strategy may be in order. Our CIO, Michael Rosen gives ...

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• Q&A W/ MICHAEL ROSEN: ENERGY BEST PLACE TO "HIDE" FROM POTENTIAL RECESSION 03-15-2022

  The odds of an economic recession are increasing in the country as the Federal Reserve is forced to take a more aggressive approach due to inflation. ...

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• SEEKING LIQUIDITY, TEXAS ERS ALSO GOT A HIGH-YIELD BARGAIN 03-14-2022

  Portfolio construction is particularly crucial within high-yield ETFs, Mr. Rosen emphasized, noting a distinct return gap that shows up over 10 years, ...

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• WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022

  The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and ...

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• FEBRUARY 2022 GLOBAL MARKET INDEX PERFORMANCE 03-01-2022

  Global equities posted negative returns in February with the MSCI ACWI IMI down -2.3%, the S&P 500 down -3.0%, and non-US developed equity markets ...

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• THE RUSSIA-UKRAINE WAR: WHAT INVESTORS SHOULD - AND SHOULDN'T - DO NOW 02-25-2022

  This history is pertinent, says Michael Rosen, managing partner and CIO at Angeles Investments and Angeles Wealth Management: "History tells us that ...

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• ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT (12-31-21) 02-22-2022

  In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantly clear that the quality of our team is not only one ...

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• ANGELES 2022 LONG TERM CAPITAL MARKET ASSUMPTIONS 02-18-2022

  This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset ...

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• RON CARSON'S PURSUIT OF SIGNIFICANCE 02-14-2022

  Jon Foster, president and CEO at Angeles Wealth, a Los Angeles-based RIA with more than $900 million in assets, worked closely with the founder at ...

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• RECAPPING EARNINGS SEASON SO FAR 02-10-2022

  Our CIO Michael Rosen broke down earnings to date, record-high inflation, why he's opposed to bonds and in favor of equities, and more with Nicole ...

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• FIRESIDE READING 02-08-2022

  It's beach weather in LA this week, but in deference to the rest of the country, we'll stay with Fireside Reading. Three amazing novels and one ...

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• WALL STREET'S EPIC BONUSES ARE BACK 02-03-2022

  Tune in to our CIO Michael Rosen's segment on Bloomberg Radio where he shared his thoughts on buying opportunities in the equity market and why ...

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• JANUARY 2022 GLOBAL MARKET INDEX PERFORMANCE 02-01-2022

  Global equities posted negative returns in January, with the MSCI ACWI IMI and the S&P 500 down -5.2%, and non-US developed equity markets down ...

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• 5 STRATEGIES FOR CHARITY-MINDED CLIENTS IN 2022 02-01-2022

  "There are a lot of different nuances that go into what's the most tax-efficient way to accomplish philanthropic goals, and it really depends on the ...

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• ANGELES INVESTMENT ADVISORS APPOINTS HEAD OF CLIENT DEVELOPMENT 01-31-2022

  Angeles Investment Advisors, LLC, a global multi-asset investment management firm, announced today the hiring of Garry Duncan, CAIA, as Head of Client ...

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• HOW FUNDERS CAN ASSESS NONPROFIT EFFECTIVENESS FOR INVESTMENT 01-24-2022

  As with any investment, the decision to support a nonprofit should be grounded in empirical evidence. An organization is worthy of investment if its ...

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• NETFLIX PLUNGE DEEPENS NASDAQ'S CORRECTION 01-21-2022

  "Monetary policy is no longer skewed in one direction: to ease. It's just the opposite," said Michael Rosen, managing partner at Angeles Investments. ...

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• ADVISORS SHARE TOP INVESTMENT RECOMMENDATIONS FOR 2022 01-19-2022

  "There is no case for investors to own high-quality bonds," our CIO Michael Rosen tells Steve Garmhausen in his latest "The Big Q" column for ...

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• 4TH QUARTER 2021 - OPTICS 01-12-2022

  Euclid wrote Elements 2,300 years ago. It consists of thirteen volumes of mathematical proofs, essentially inventing the field of geometry. It is the ...

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• ANGELES APPOINTS TWO NEW PARTNERS AND ESTABLISHES NEW HEAD OF PRIVATE MARKETS 01-12-2022

  Angeles Investment Advisors, LLC, , a global multi-asset investment management firm, announced today the admission of two new partners and the ...

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• DECEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 01-03-2022

  Global equities posted positive returns in December, with the MSCI ACWI IMI up 4.0%, the S&P 500 up 4.5%, and non-US developed equity markets up ...

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• BEST ADVISOR INTERVIEWS: 10 ANSWERS TO GET YOU THINKING 12-29-2021

  The financial advice industry is booming and everyone in it seems really sanguine. What if anything should the industry be worried about? I think fee ...

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