• ARTICLES & INSIGHTS

    • Michael Rosen Michael Rosen
    • CIO Insights are written by Angeles' CIO Michael Rosen

      Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, trader and academic.

    CIO INSIGHTS

    • media_entry

      2ND QUARTER 2022 - PENDULUM 07-11-2022

      Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow to engulf the Moon during a lunar eclipse, Aristarchus applied some basic geometric calculations...

      READ MORE
    • media_entry

      THE G.O.A.T. 08-01-2022

      John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games ...

      READ MORE
    • media_entry

      WHAT A START! 06-14-2022

      Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"

      VIEW VIDEO/PDF
    • media_entry

      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.

      LISTEN TO PODCAST

    ANGELES INSIGHTS

    • media_entry

      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.

      READ MORE
    • media_entry

      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).

      READ MORE
    • media_entry

      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...

      READ MORE
    • media_entry

      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.

      READ MORE
    • media_entry

      SHELTER FROM THE STORM 06-21-2022

      The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.

      READ MORE
    • media_entry

      WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022

      The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and discuss the prospects for inflation, the economy and investments. Oh, and there's a European land war g

      VIEW VIDEO/PDF

    IN THE NEWS

    • media_entry

      THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022

      "For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for the sake of philanthropy... it's about aligning a foundations values with the entire picture..."

      READ MORE
    • media_entry

      HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022

      Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil fuel holdings, our CIO Michael Rosen, told Inside Higher Ed that many universities aren't budging.

      READ MORE
    • media_entry

      ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022

      Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with attacking BlackRock and the European firms, so then who is the next bogeyman you have to go after?"

      READ MORE

    MARKET UPDATE SNAPSHOTS

    • media_entry

      AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE 09-01-2022

      Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6\% and the S&P 500 down -4.1\%. Growth stocks underperformed value stocks for the month, while small cap stocks outperformed large cap. U.S. investment-grade...

      READ MORE
    • media_entry

      JULY 2022 GLOBAL MARKET INDEX PERFORMANCE 08-01-2022

      Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1\%, the S&P 500 up 9.2\%, and non-US developed equity markets up 5.0\% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...

      READ MORE
    • media_entry

      JUNE 2022 GLOBAL MARKET INDEX PERFORMANCE 07-01-2022

      Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6\%, the S&P 500 down -8.3\%, and non-US developed equity markets down -9.3\% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...

      READ MORE
  • SEC/ADV | FORM CRS
  • © 2022 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2022
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

Subscribe to our newsletter or follow us on LinkedIn for regular updates

Subscribe to our newsletter or follow us on LinkedIn for regular updates