Latest Commentary: 4th Quarter 2021 - Optics - 01/12/2022
Latest Blog: Rick - 12/16/2021
  • 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

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      4TH QUARTER 2021 - OPTICS 01-12-2022

      Euclid wrote Elements 2,300 years ago. It consists of thirteen volumes of mathematical proofs, essentially inventing the field of geometry. It is the foremost work of deductive reasoning, the use of logic to establish hypotheses or proofs.

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      RICK 12-16-2021

      To fail or to suffice? It doesn't quite have the cadence of Shakespeare, admittedly. It is not the existential question that grips (and eventually destroys) ...

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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.

      LISTEN TO PODCAST
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      MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS 02-18-2021

      When Do You Take Profits? Our Chief Investment Officer, Michael Rosen, joins Global Markets Reporter, Jill Malandrino, on Nasdaq #TradeTalks to discuss.

      WATCH VIDEO

    ANGELES INSIGHTS

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      SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 01-18-2022

      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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      ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 11-08-2021

      In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantlyrnclear that the quality of our team is not only one of our strongest competitive advantages, but also key to cultivating the type of organizational...

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      BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 11-01-2021

      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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      FEE ANALYSIS: MAPPING FOR A BETTER FUTURE 09-27-2021

      High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. Read our latest case study to learn how Angeles works with retirement plans.

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      ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021

      Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important missions and values of our clients. This policy articulates some of the specifics of how Angeles...

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      A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021

      Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO.

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    IN THE NEWS

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      NETFLIX PLUNGE DEEPENS NASDAQ'S CORRECTION 01-21-2022

      "Monetary policy is no longer skewed in one direction: to ease. It's just the opposite," said Michael Rosen, managing partner at Angeles Investments. "We're facing an enormous change of monetary policy we havent seen in a very long time."

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      ADVISORS SHARE TOP INVESTMENT RECOMMENDATIONS FOR 2022 01-19-2022

      "There is no case for investors to own high-quality bonds," our CIO Michael Rosen tells Steve Garmhausen in his latest "The Big Q" column for Barron's.

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      ANGELES APPOINTS TWO NEW PARTNERS AND ESTABLISHES NEW HEAD OF PRIVATE MARKETS 01-12-2022

      Angeles Investment Advisors, LLC, , a global multi-asset investment management firm, announced today the admission of two new partners and the establishment of a new position, Head of Private Markets.

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    MARKET UPDATE SNAPSHOTS

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      DECEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 01-03-2022

      Global equities posted positive returns in December, with the MSCI ACWI IMI up 4.0\%, the S&P 500 up 4.5\%, and non-US developed equity markets up 5.1\% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...

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      NOVEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 12-01-2021

      Global equities posted negative returns in November, with the MSCI ACWI IMI down -2.7\%, the S&P 500 down -0.7\%, and non-US developed equity markets down -4.7\% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap...

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      OCTOBER 2021 GLOBAL MARKET INDEX PERFORMANCE 11-01-2021

      Global equities posted strong returns in October, with the MSCI ACWI IMI up 4.9\%, the S&P 500 up 7.0\%, and non-US developed equity markets up 2.5\% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...

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