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Insights + Media
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Insights + Media
Insights from our CIO-
7 Jul, 20262nd Quarter 2026 - Perosmysleniye
The world order is changing, and AI is reshaping markets. In our latest letter, Perosmysleniye, we look to a 19th-century Russian chemist for a new framework to understand, and profit from, a changing world.
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22 Jul, 2026Beach Reading
We're at the height of beach weather, so try to get there as often as you can, and bring a book with you! I have a new list of recommendations:
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28 Apr, 2026Bloomberg Surveillance Interview with Angeles CIO: US Economy and Iran
Michael Rosen joined Bloomberg Surveillance to discuss what's behind the market's resilience in the face of the conflict in Iran and the broader gulf region.
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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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29 Apr, 20262026 Angeles Sustainability Report
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2026 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2026.
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1 Apr, 2026Celebrating 25 Years of Angeles
This year marks the 25th anniversary of Angeles Investments, a milestone that allows us to reflect on what we have built and where we are headed. We are deeply grateful for the clients, partners, and colleagues who have shaped this journey.
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10 Mar, 2026March 2026 Webinar Replay: The Great Rotation
Join our CIO Michael Rosen, for a tour the major shifts we see taking place across markets and the global economy, rising interest rates, inflation, gold, a weakening US dollar, and changing leadership between US and international equities.
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22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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16 Sep, 2026Money Quote: Warsh's Mission Today
"Kevin Warsh needs to firmly establish Fed independence and credibility. He didn't do that in his first speech. He did it at Jackson Hole. He has an opportunity to do it again today," said Michael Rosen, CIO at Angeles.
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15 Sep, 2026Expected Rate Hike on Wednesday Could be Start of Something More Troubling
At this point, markets risk having a bad reaction if the Fed surprises investors by not lifting its policy rate, Michael Rosen, CIO at Angeles Investment Advisors, told MarketWatch in an interview. In his view, U.S. stocks can absorb a rate hike.
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14 Sep, 2026'We're in a Bull Market Until Proven Otherwise'
Live from the NYSE, Michael Rosen, CIO at Angeles, joined Schwab Network's Morning Movers to discuss AI safety risks, crude oil's price spike and political polarization, and why strong corporate profits and fundamentals continue to support markets.
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13 Sep, 2026Wall Street Says Stay With Stocks Despite Late '90s Dot-Com Vibe
"Greater risk is missing last leg of a bull market... I'm not suggesting this is the end of a bull market, but if it were, then missing out and then having to get back in is really an impossible task," said Michael Rosen, CIO at Angeles.
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22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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10 May, 2024View more Videos + PodcastsAWM 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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Press Releases
13 Jan, 2026Read more Press ReleasesAngeles Wealth Management Acquires XO Capital, Launches Angeles Family Office
AWM today announced the acquisition of XO Capital, a boutique firm that offers comprehensive family office and investment management services. This acquisition marks the launch of Angeles Wealth's family office affiliate, Angeles Family Office.
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Market Updates
1 Sep, 2026Read more Market UpdatesAugust 2026 Global Market Index Performance
Global equity and bond markets delivered positive results in August. The S&P 500 returned 2.7%, the MSCI ACWI IMI increased 2.8%, and developed non-U.S. equities (MSCI EAFE) rose 2.0%. In the U.S., value stocks outperformed growth, while large...
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