ARTICLES & INSIGHTS

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CIO INSIGHTS

• 4TH QUARTER 2022 - KAPITALISMUS 01-05-2023

  Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in Sicily and elsewhere, but revolutionary fervor arose most dramatically in France. On 22 February...

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• MISMATCH 03-20-2023

  Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked his ...

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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

• ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023

  This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).

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• WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023

  As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief Investment Officer, Michael Rosen for a discussion on the markets & the economy

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• SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 02-09-2023

  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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• YEAR END NEWSLETTER 2022 11-21-2022

  We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022.

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• FAT BEAR TIME WEBINAR 11-01-2022

  Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment environment.

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• BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 09-19-2022

  While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our partnerships often extend beyond the boundaries of portfolio management.

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IN THE NEWS

• ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023

  A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This bespoke approach offers many benefits, including tax-loss harvesting and the ability to tailor a...

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• STRETCHING YOUR DOLLAR: HOW TO PROTECT YOUR WEALTH BY SETTING UP A TRUST 03-16-2023

  Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts.

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• INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO 02-24-2023

  The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic activity, said Michael A. Rosen, co-founder, managing partner and CIO of Angeles Investments.

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MARKET UPDATE SNAPSHOTS

• FEBRUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 03-01-2023

  Following a very strong start to the year in January, global equities gave up gains in February. The S&P 500 returned -2.4\%, while the MSCI ACWI decreased -2.8\%. Non-U.S. equities modestly outperformed U.S. equities for the month, with the MSCI...

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• JANUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 02-01-2023

  Global equities posted positive returns in January. The S&P 500 returned 6.3\%, while the MSCI ACWI increased by 7.4\%. As dollar weakness continued, non-U.S. equities outperformed U.S. equities for the month. In the U.S., growth outperformed...

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• DECEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 01-03-2023

  After a 2-month rally, global equities posted negative returns in December. The S&P 500 returned -5.8\%, while the MSCI ACWI fell -3.8\%. As dollar weakness continued, non-U.S. equity market performance outperformed U.S. equity performance for the...

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