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Insights + Media
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Insights + Media
Insights from our CIO-
8 Oct, 2024
3rd Quarter 2024 - Maginot
"Don't fight the last war" is sound advice to military planners, but also good guidance for investors and policymakers. Maginot examines the consequences of failing to follow this adage by investors, politicians and generals.
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13 Aug, 2024
Beach Reading
Six new books for you, all fiction, all great. I hope you enjoy!
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11 Dec, 2023
Money 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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27 Jul, 2023
Giving "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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17 Oct, 2024
Webinar 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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10 May, 2024
AWM 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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5 Apr, 2024
2023 Sustainability Report
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2023.
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2 Apr, 2024
Transitioning to OCIO: Enhancing a Foundation's Mission Alignment
A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundations transition to a fully discretionary, OCIO.
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17 Oct, 2024
Citadel Staff's Fund Stake Triples to $9 Billion in Four Years
"We appreciate the integrity it takes to acknowledge" that a fund has more money than it needs, said Michael Rosen, CIO at Angeles Investment Advisors, speaking generally. "There's a strong financial incentive to hold onto capital because..."
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10 Oct, 2024
Time to Get on The China ETF Train? Advisors Speak Up
"Unless and until the government reembraces the capitalist policies that propelled the extraordinary accretion of wealth in the economy, we will likely remain structurally underweight Chinese equities," said Michael Rosen, CIO at Angeles.
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3 Oct, 2024
If a Soft Landing Is in the Cards, Why Aren't Small-Cap Stocks Rallying?
"It's profits that matter, and the profits are not being generated by the Russell 2000 companies. They're being generated by these big megacap companies, and that's why they're the market leaders." said Michael Rosen, CIO at Angeles.
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27 Sep, 2024
The S&P 500 Hit Multiple Records This Week, But It's Still Nvidia's Market
"Equity markets are driven by profits and the companies that generate the most profits are the ones that lead the market," said Michael Rosen, managing partner and CIO at Angeles Investments.
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10 May, 2024
AWM 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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26 Feb, 2024View more Videos + Podcasts
Speaker 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
1 Aug, 2024Read more Press Releases
AWM Recognized as RIA of the Year by Institutional Investor's RIA Intel
Angeles Wealth Management celebrates its recognition as RIA Intel's registered investment advisor (RIA) of the Year in the "$1 billion - $10 billion assets under management (AUM)" category.
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Market Updates
1 Oct, 2024Read more Market Updates
September 2024 Global Market Index Performance
Global equity and bond returns were positive in September. The S&P 500 returned 2.1%, the MSCI ACWI increased 2.3%, and developed non-U.S. equities (MSCI EAFE) rose 0.9%. In the U.S., growth stocks outperformed value.
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