ARTICLES & INSIGHTS

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CIO INSIGHTS

• 1ST QUARTER 2023 - DAM(N) 04-11-2023

  Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is some of the most scenic landscape in eastern North America, which verdant mountains and deep...

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• FIRESIDE READING 03-30-2023

  Six fiction and seven nonfiction books to recommend. Happy reading!Fiction

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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 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 05-01-2023

  2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global economy and implications for markets, heightened concerns about climate change and its impact on...

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• 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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IN THE NEWS

• THIS MARKET COULD CONTINUE TO RUN: CIO ON INVESTING AMID RECESSION FEARS 06-08-2023

  Our CIO Michael Rosen joined BNN Bloomberg to discuss how investors should be positioning their portfolios in the wake of recessionary fears.

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• ANGELES INVESTMENTS APPOINTS HOWARD PERLOW AS CEO & DAVID BRIEF AS HEAD OF OCIO 06-07-2023

  Angeles Investments announced today the firm's co-founder Howard Perlow has been appointed its first-ever CEO and David Brief into the newly created role, Head of OCIO.rn

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• RIA ROUNDTABLE: TAKEAWAYS FROM THE ONGOING TURMOIL IN REGIONAL BANKING 05-25-2023

  In a recent article, Harry Grand, head of our New York office, discussed how the recent banking turmoil shines a light on how our clients benefit from our open architecture approach that leads to more personalized service.

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MARKET UPDATE SNAPSHOTS

• MAY 2023 GLOBAL MARKET INDEX PERFORMANCE 06-01-2023

  Global equities posted negative returns in May. The S&P 500 returned 0.4% and the MSCI ACWI decreased -1.2%, with developed non-U.S. equities underperforming at -4.2%. In the U.S., value stocks largely underperformed growth, while the Russell 2000...

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• APRIL 2023 GLOBAL MARKET INDEX PERFORMANCE 05-01-2023

  Global equities posted positive returns in April. The S&P 500 returned 1.6\% and the MSCI ACWI increased 1.3\%, with developed non-U.S. equities leading the way up 2.8\%. In the U.S., value stocks slightly outperformed growth, while the Russell 2000...

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• MARCH 2023 GLOBAL MARKET INDEX PERFORMANCE 04-03-2023

  Global equities posted positive returns in March and for the first quarter of 2023. The S&P 500 returned 3.7\% and the MSCI ACWI increased 2.5\%, with non-U.S. equities underperforming U.S. equities for the month. In the U.S., growth outperformed..

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