ARTICLES & INSIGHTS

RSS: CIO Blog All Media

CIO INSIGHTS

• 1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024

  One of America's greatest scientists was responsible for the most famous failed experiment in history. Therein lies lessons for investors today. We hope you enjoy our latest quarterly letter, Luminiferous, by our CIO, Michael Rosen.

  READ COMMENTARY
• FIRESIDE READING 03-01-2024

  Seven new selections for you - 3 fiction, 4 nonfiction - while it's still fireside reading season. Enjoy! Fiction

  READ BLOG POST
• MONEY LIFE WITH CHUCK JAFFE 12-11-2023

  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.

  LISTEN TO PODCAST
• GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

  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.

  WATCH VIDEO

ANGELES INSIGHTS

• 2023 SUSTAINABILITY REPORT 04-05-2024

  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.

  READ INSIGHT
• TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT 04-02-2024

  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.

  READ INSIGHT
• SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY 02-26-2024

  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.

  WATCH VIDEO
• WEBINAR REPLAY - THE MYSTERIOUS HORIZON 02-14-2024

  Angeles' CIO, Michael Rosen, provided a glimpse over The Mysterious Horizon. During the program, Michael examined the economy, prevailing sentiment, markets, & the structural challenges facing long-term government debt using the lens of history.

  READ INSIGHT
• YEAR END NEWSLETTER 2023 12-06-2023

  We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023.

  READ INSIGHT
• NAVIGATING PRIVATE MARKETS & DUE DILIGENCE 10-30-2023

  Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under the hood & examine the rigor of Angeles' due diligence process within this important asset class.

  WATCH VIDEO

IN THE NEWS

• ANGELES NAMED A GREENWICH QUALITY LEADER FOR SEVENTH CONSECUTIVE YEAR 04-26-2024

  Angeles is proud to be named a Greenwich Quality Leader for the seventh consecutive year. We are grateful to you, our clients, for the partnership and trust which form the foundation of each relationship and is at the core of what we do each day.

  READ PRESS RELEASE
• ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024

  "Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles CIO, Michael Rosen. "Small-caps are also much more leveraged than large-caps, thus riskier..."

  READ NEWS
• GETTING A FAMILY TO THE TABLE TO DISCUSS GIVING IS TOUGHER THAN IT SOUNDS 03-19-2024

  "The real question is 'What is our clients legacy?'" Chloe said. "What does that mean? And so we make sure that the plans we put forward reflect that and can make sure that their legacy is carried forward."

  READ NEWS

MARKET UPDATE SNAPSHOTS

• MARCH 2024 GLOBAL MARKET INDEX PERFORMANCE 04-01-2024

  Global equity returns were positive for March. The S&P 500 returned 3.2\% and the MSCI ACWI increased 3.2\%, while developed non-U.S. equities (MSCI EAFE) rose 3.3\%. In the U.S., value stocks outperformed growth while small cap outperformed large cap.

  READ MARKET UPDATE
• FEBRUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 03-01-2024

  Global equity returns were positive for February. The S&P 500 returned 5.3\% and the MSCI ACWI increased 4.2\%, while developed non-U.S. equities (MSCI EAFE) rose 1.8\%. In the U.S., growth stocks outperformed value while small cap outperformed large...

  READ MARKET UPDATE
• JANUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 02-01-2024

  Global equity' returns were mostly positive for the first month of 2024. The S&P 500 returned 1.7\\% and the MSCI ACWI increased 0.2\\%, while developed non-U.S. equities rose 0.6\\%. In the U.S., growth stocks outperformed value while large cap...

  READ MARKET UPDATE