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Insights + Media
Insights from our CIO-
![2nd Quarter 2025 - Seed Bank]()
7 Jul, 20252nd Quarter 2025 - Seed Bank
Investment principles are rooted in true experiences, but investment success comes from cross-fertilizing those principles with new ideas to adapt to the new environment. We hope you enjoy this quarter's letter.
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![Fireside Reading]()
18 Feb, 2025Fireside Reading
Three nonfiction and three fiction recommendations for your fireside reading. Enjoy!
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![Money Life with Chuck Jaffe]()
11 Dec, 2023Money Life with Chuck Jaffe
As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his expectations for the economy and what investors should look out for in 2024.
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![Giving]()
27 Jul, 2023Giving "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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![Private Equity - Why Now, Why Still]()
23 Jun, 2025Private Equity - Why Now, Why Still
Despite recent headlines, the rumors of Private Equitys (PE) demise are greatly exaggerated. PE has historically faced similar challenges, adapted, and recovered stronger. We believe that will again be the case.
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![Webinar Replay - We're Going to Need a Bigger Boat]()
14 Apr, 2025Webinar Replay - We're Going to Need a Bigger Boat
Please join Angeles Chief Investment Officer, Michael Rosen, for a review of the blanket tariffs implemented by the United States, what is transpiring in real-time, and what may lie ahead.
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![Year End Newsletter 2024]()
12 Dec, 2024Year End Newsletter 2024
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2024.
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![Webinar Replay - Politics and Profits]()
17 Oct, 2024Webinar Replay - Politics and Profits
On election day, investors often face a range of important questions and considerations. Elections matter on many levels, but do they matter to the markets? Do markets fare better under Democrats or Republicans?
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![How CIOs, OCIOs Are Structured to Face New Investing & Operational Challenges]()
2 Jun, 2025How CIOs, OCIOs Are Structured to Face New Investing & Operational Challenges
Michael Rosen, CIO of Angeles Investments, says beyond just summarization, AI tools can highlight areas or word combinations, allowing the human team to follow up if they want more information. On the portfolio side, AI may identify risk factors.
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![AWM is Pleased to Announce the Addition of Cameron Rogers as Partner]()
21 May, 2025AWM is Pleased to Announce the Addition of Cameron Rogers as Partner
With more than 15 years of experience in investing, Cameron has advised individuals, families & nonprofits on a wide range of complex financial matters - including public & private markets, generational wealth transitions & sustainable strategies.
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![Angeles Wealth Recognized as 5-Star Wealth Management Team]()
12 May, 2025Angeles Wealth Recognized as 5-Star Wealth Management Team
In its inaugural ranking, Angeles Wealth Management has been recognized as one of Investment News' 5-Star Wealth Management Teams for 2025! This list honors top-performing firms across the country.
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![The Great Wealth Transfer's Not Just About the Money]()
4 May, 2025The Great Wealth Transfer's Not Just About the Money
Over the next 25 years, $54 trillion is expected to move to surviving spouses, a shift that Angeles Wealth's President & CEO Jonathan Foster calls "the great horizontal wealth transfer."
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024AWM Speaker Series Featuring Bestselling Author Morgan Housel
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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![Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency]()
26 Feb, 2024View more Videos + PodcastsSpeaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency
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, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.
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Press Releases
![Angeles Named a Greenwich Best Investment Consultant for 8th Consecutive Year]()
14 Mar, 2025Read more Press ReleasesAngeles Named a Greenwich Best Investment Consultant for 8th Consecutive Year
Angeles was named Greenwich Coalition Best Investment Consultant for the 8th consecutive year. We are grateful to all of you for the continued trust in Angeles and partnership in supporting each institution's core mission & objectives.
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Market Updates
![June 2025 Global Market Index Performance]()
1 Jul, 2025Read more Market UpdatesJune 2025 Global Market Index Performance
Global equity and bond returns were strongly positive in June. The S&P 500 returned 5.1%, the MSCI ACWI IMI increased 3.4%, and developed non-U.S. equities (MSCI EAFE) rose 2.2%. In the U.S., growth stocks outperformed value.
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