ARTICLES & INSIGHTS

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CIO INSIGHTS

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  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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  "EVERYTHING HUMAN IS PATHETIC" 11-18-2022

  This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, obtuse, ...

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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

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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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  MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022

  This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).

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  INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 08-17-2022

  Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the investment program. Angeles takes a holistic approach to responsible investing and creates custom...

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  A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED 07-11-2022

  Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material increase in forecasted expenses.

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IN THE NEWS

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  HOW DIRECT INDEXING WILL EVOLVE IN 2023 01-18-2023

  Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing will change in 2023, which he believes will greatly benefit both financial advisors and...

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  NATURAL-GAS PRICES ARE TOPSY-TURVY. EXPECT MORE SWINGS THIS WINTER. 01-12-2023

  Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, which is typically a period of high demand for the heating fuel...

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  BLACKSTONE'S REAL ESTATE FUND FOR WEALTHY PROMPTS SEC QUERIES, INVESTOR SCRUTIN 12-16-2022

  "The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a private wealth advisory firm in Santa Monica, California.

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MARKET UPDATE SNAPSHOTS

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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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  NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 12-01-2022

  For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6\%, while the MSCI ACWI advanced 7.6\% return as dollar weakness bolstered non-U.S. equity market performance. In the U.S., value stocks continued...

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  OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE 11-01-2022

  Global equities posted positive returns in October with the MSCI ACWI IMI up 6.2\% and the S&P 500 up 8.1\%. Growth stocks underperformed value stocks for the month, and small cap stocks outperformed large cap. U.S. investment-grade bonds decreased...

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