• ARTICLES & INSIGHTS

    • Michael Rosen Michael Rosen
    • CIO Insights are written by Angeles' CIO Michael Rosen

      Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, trader and academic.

    CIO INSIGHTS

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      2ND QUARTER 2022 - PENDULUM 07-11-2022

      Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow to engulf the Moon during a lunar eclipse, Aristarchus applied some basic geometric calculations...

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      THE G.O.A.T. 08-01-2022

      John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games ...

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      WHAT A START! 06-14-2022

      Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"

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      STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 07-08-2021

      What lies ahead for stocks, bonds, and other asset classes? Our Chief Investment Officer, Michael Rosen, joins Bloomberg Radio to share his outlook on the market, the economy, and other issues impacting investors during the second half of the year.

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    ANGELES INSIGHTS

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      A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED 07-11-2022

      Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material increase in forecasted expenses.

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      SHELTER FROM THE STORM 06-21-2022

      The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.

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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 discuss the prospects for inflation, the economy and investments. Oh, and there's a European land war g

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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 of our strongest competitive advantages, but also key to cultivating... Updated 12-31-21

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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 allocation modeling for our clients over a long-term horizon (>10 years).

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      SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 01-18-2022

      Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out DEI-focused managers, Angeles believes it is important to also encourage our high conviction managers...

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    IN THE NEWS

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      WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022

      In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can fail to take the appropriate steps to properly pass down their assets.

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      EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS 07-26-2022

      "I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, CEO of Angeles Wealth Management. "They are getting the stuff that couldn't get distributed via..."

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      ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS 07-18-2022

      "Holding cash is not a long-term investment plan, as inflation erodes its value, but it is more attractive than the alternatives at the moment and has optionality value as well," CIO Michael Rosen said.

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    MARKET UPDATE SNAPSHOTS

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      JULY 2022 GLOBAL MARKET INDEX PERFORMANCE 08-01-2022

      Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1\%, the S&P 500 up 9.2\%, and non-US developed equity markets up 5.0\% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...

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      JUNE 2022 GLOBAL MARKET INDEX PERFORMANCE 07-01-2022

      Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6\%, the S&P 500 down -8.3\%, and non-US developed equity markets down -9.3\% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...

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      MAY 2022 GLOBAL MARKET INDEX PERFORMANCE 06-01-2022

      Global equities posted slightly positive returns in May with the MSCI ACWI IMI up 0.1\%, the S&P 500 up 0.2\%, and non-US developed equity markets up 0.7\% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap stocks...

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    ANGELES INVESTMENT ADVISORS, LLC
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