CIO INSIGHTS

653 RESULTS

• 1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024

  One of America's greatest scientists was responsible for the most famous failed experiment in history. Therein lies lessons for investors today. We ...

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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. ...

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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 ...

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• MARCH 2024 GLOBAL MARKET INDEX PERFORMANCE 04-01-2024

  Global equity returns were positive for March. The S&P 500 returned 3.2% and the MSCI ACWI increased 3.2%, while developed non-U.S. equities (MSCI ...

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• ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024

  "Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles ...

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• GETTING A FAMILY TO THE TABLE TO DISCUSS GIVING IS TOUGHER THAN IT SOUNDS 03-19-2024

  "The real question is 'What is our clients legacy?'" Chloe said. "What does that mean? And so we make sure that the plans we put forward reflect that ...

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• IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS. 03-13-2024

  Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help ...

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• FIRESIDE READING 03-01-2024

  Seven new selections for you - 3 fiction, 4 nonfiction - while it's still fireside reading season. Enjoy! FictionBaumgartner, Paul AusterBaumgartner ...

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• WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH 03-01-2024

  "Wall Street will embrace whatever will raise them money so that doesn't let you know whether it's good or bad," said Michael Rosen, CIO at ...

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• FEBRUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 03-01-2024

  Global equity returns were positive for February. The S&P 500 returned 5.3% and the MSCI ACWI increased 4.2%, while developed non-U.S. equities ...

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• AWM'S RICK NOTT RECOGNIZED AS ONE OF THE TOP BLACK FINANCIAL ADVISORS OF 2024 02-28-2024

  In celebration of Black History Month, we're thrilled Angeles Wealth Management managing director Rick Nott has been recognized in Wealth Solutions ...

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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, ...

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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, ...

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• RISK-PARITY QUANTS REEL AS CPI-FUELED ROUT SPREADS ACROSS ASSETS 02-13-2024

  "I don't think that this is a temporary lull," said Michael Rosen, CIO at Angeles. "Risk parity carries the assumption that stocks and bonds are ...

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• NASDAQ SLIPS FROM NEAR ALL-TIME HIGH, DOW UP MODESTLY AHEAD OF INFLATION DATA 02-12-2024

  "The CPI report tomorrow will be just another important data point on where inflation is and that will translate to the pace of when we may see a cut ...

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• AWM APPOINTS RICK NOTT AS MANAGING DIRECTOR, CAPPING 6TH STRAIGHT YEAR OF GROWTH 02-08-2024

  Rick Nott brings more than 15 years of wealth management experience, adding to our firm's comprehensive private wealth services and solutions. ...

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• KING CASH IS BEING DETHRONED. WHAT TO BUY NOW. 02-07-2024

  Another strategy is simply to "follow the profits," says Michael Rosen, CIO at Angeles Wealth. His firm emphasizes growth over value, large-caps over ...

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• JANUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 02-01-2024

  Global equity' returns were mostly positive for the first month of 2024. The S&P 500 returned 1.7\% and the MSCI ACWI increased 0.2\%, while ...

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• MICROSOFT, ALPHABET UNDER PRESSURE TO SHOW AI EARNINGS BOOST 01-30-2024

  "AI is something we're trying to get a handle on, since even if it is transformative, translating that to products and profits is challenging, and ...

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• WHERE TO INVEST $1 MILLION RIGHT NOW 01-18-2024

  Our Chief Investment Officer, Michael Rosen, shares his insights on where to strategically allocate $1 million in the current market. Check out his ...

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• 4TH QUARTER 2023 - STORMS 01-09-2024

  Confronting seemingly intractable problems with determination & innovation are necessary for investment success. Storms tells the story of the ...

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• DECEMBER 2023 GLOBAL MARKET INDEX PERFORMANCE 01-02-2024

  Global equities posted positive returns for the final month of 2023. The S&P 500 returned 4.5% and the MSCI ACWI increased 5.2%, while developed ...

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• FIRESIDE READING 12-21-2023

  I hope you have a wonderful holiday season, with ample time to enjoy some good books next to a crackling fire. I have an even-dozen to recommend. Best ...

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• IT'S THE MAGNIFICENT SEVEN'S MARKET. THE OTHER STOCKS ARE JUST LIVING IN IT. 12-17-2023

  "Interest rates just don't matter as much as profits matter," said Michael Rosen, CIO of Angeles Investments. "Where are the profits being generated? ...

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