CIO INSIGHTS

653 RESULTS

• SPENDING, EARNINGS, & PERFORMANCE OF THE US DOLLAR IN A TIGHT MONETARY POLICY 09-06-2023

  Michael Rosen, Chief Investment Officer of Angeles Investments, joins Jill Malandrino on Nasdaq TradeTalks to discuss consumer spending, earnings, and ...

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• THIS IS THE CHINA NEW NORMAL. GET USED TO IT 09-05-2023

  "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 ...

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• AUGUST 2023 GLOBAL MARKET INDEX PERFORMANCE 09-01-2023

  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. ...

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• SORRY, FED CHAIR POWELL, FINANCIAL ADVISORS WATCH THEIR OWN ECONOMIC INDICATORS 08-31-2023

  "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 ...

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• OUR CORE MISSION AND CULTURE 08-23-2023

  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 & ...

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• HOW TO INVEST $10,000: A STEP-BY-STEP GUIDE 08-15-2023

  "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 ...

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• BEACH READING 08-10-2023

  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: ...

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• COUNCIL OF INDEPENDENT COLLEGES & OCIO FIRM ANGELES ENTER PARTNERSHIP AGREEMENT 08-08-2023

  Angeles Investments is proud and excited to announce a long-term agreement with the Council of Independent Colleges, aimed at enhancing endowment ...

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• SATISFACTION 08-07-2023

  Why does the Fed insist that low unemployment drives higher inflation? Policymakers' imagination is being fired by useless information, and they just ...

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• TIME TO START FORAGING FOR FOREIGN STOCKS AS DOLLAR DECLINES 08-03-2023

  "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 ...

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• JULY 2023 GLOBAL MARKET INDEX PERFORMANCE 08-01-2023

  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 ...

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• ANGELES INVESTMENTS' MICHAEL ROSEN ON US MARKETS 07-31-2023

  Michael Rosen, chief investment officer at Angeles Investments, discusses his outlook and investment strategies for US markets. He speaks with ...

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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 ...

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• INVESTORS HAVEN'T BEEN THIS OPTIMISTIC ABOUT THE STOCK MARKET SINCE APRIL 2021 07-21-2023

  Michael Rosen, managing partner and chief investment officer at Angeles Investments, recently told Money that earnings disappointments in the coming ...

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• 2ND QUARTER 2023 - FOXY 07-06-2023

  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 ...

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• JUNE 2023 GLOBAL MARKET INDEX PERFORMANCE 07-03-2023

  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 ...

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• MISSION ABSOLUTELY POSSIBLE 06-29-2023

  From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent ...

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• AN ALLOCATOR'S JOURNEY WITH WILLIAM YUNG OF ANGELES INVESTMENTS 06-28-2023

  William Yung, Partner, and Director of Private Markets at Angeles Investments takes us on his career journey from wealth management to investment ...

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• A FAMILY FOUNDATION MANIFESTS ITS LEGACY THROUGH PHILANTHROPY 06-27-2023

  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 ...

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• BEACH READING 06-20-2023

  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 ...

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• WHAT BULL MARKET FOR STOCKS? INVESTORS ARE STILL SITTING ON A PILE OF CASH 06-14-2023

  Michael Rosen, co-founder and CIO of Angeles Investments, which advises endowments, foundations and private pension funds, still thinks a lot of cash ...

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• CHLOE WOHLFORTH HAS BEEN INCLUDED IN INVESTMENTNEWS' 40 UNDER 40 LIST 06-13-2023

  We're pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included in InvestmentNews' 40 Under 40 list! Honorees exhibit ...

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• HOWARD PERLOW NAMED ANGELES INVESTMENTS' 1ST CEO 06-08-2023

  Chief Investment Officer recently covered our announcement that Angeles Investments co-founder, Howard Perlow, has been appointed the firm's ...

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• THIS MARKET COULD CONTINUE TO RUN: CIO ON INVESTING AMID RECESSION FEARS 06-08-2023

  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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