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Insights + Media
Insights from our CIO-
![3rd Quarter 2026 - Kipper und Wipper]()
13 Oct, 20263rd Quarter 2026 - Kipper und Wipper
As debt piles up, governments will look to evermore creative schemes to service that debt, and all will ultimately fail. Meet the genius whose scheme rescued an emperor and enriched himself. But there was no happy ending. Bond investors, beware.
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![Beach Reading]()
19 Oct, 2026Beach Reading
We're in the midst of a Santa Ana-induced heat wave in Southern California, so more beach weather! I have ten more recommendations for your reading pleasure. ...
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![Bloomberg Surveillance Interview with Angeles CIO: US Economy and Iran]()
28 Apr, 2026Bloomberg Surveillance Interview with Angeles CIO: US Economy and Iran
Michael Rosen joined Bloomberg Surveillance to discuss what's behind the market's resilience in the face of the conflict in Iran and the broader gulf region.
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![Money Life with Chuck Jaffe]()
11 Dec, 2023Money Life with Chuck Jaffe
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.
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![2026 Angeles Sustainability Report]()
29 Apr, 20262026 Angeles Sustainability Report
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2026 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2026.
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![Celebrating 25 Years of Angeles]()
1 Apr, 2026Celebrating 25 Years of Angeles
This year marks the 25th anniversary of Angeles Investments, a milestone that allows us to reflect on what we have built and where we are headed. We are deeply grateful for the clients, partners, and colleagues who have shaped this journey.
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![March 2026 Webinar Replay: The Great Rotation]()
10 Mar, 2026March 2026 Webinar Replay: The Great Rotation
Join our CIO Michael Rosen, for a tour the major shifts we see taking place across markets and the global economy, rising interest rates, inflation, gold, a weakening US dollar, and changing leadership between US and international equities.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026]()
22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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![Angeles Investment Advisors Appoints Shannon Morton as Senior Managing Director]()
3 Nov, 2026Angeles Investment Advisors Appoints Shannon Morton as Senior Managing Director
Angeles Investment Advisors is pleased to announce the appointment of Shannon Morton, CFA, who joins the firm as Senior Managing Director. This addition reflects our longstanding commitment to assembling a team of accomplished professionals.
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![Nasdaq Slides 2% to Post Worst Week Since June, Pressured by AI Sell-Off & Oil]()
16 Oct, 2026Nasdaq Slides 2% to Post Worst Week Since June, Pressured by AI Sell-Off & Oil
Investors have also grown concerned that tech companies are borrowing too much for the AI buildout. "The question is: Is this a systemic issue?" said Michael Rosen, Angeles' CIO. "Obviously, increased debt issuance is something to watch."
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![Dollar Hits 18-Month High, Then Cools as Investors Await Patient Fed]()
13 Oct, 2026Dollar Hits 18-Month High, Then Cools as Investors Await Patient Fed
"We see a rising dollar being supported by higher interest rates. Inflation won't fall unless the Fed engineers a recession by hiking rates significantly, or our policies on trade and immigration are corrected," said Michael Rosen.
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![Money Quote: Warsh's Mission Today]()
16 Sep, 2026Money Quote: Warsh's Mission Today
"Kevin Warsh needs to firmly establish Fed independence and credibility. He didn't do that in his first speech. He did it at Jackson Hole. He has an opportunity to do it again today," said Michael Rosen, CIO at Angeles.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026]()
22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024View more Videos + PodcastsAWM Speaker Series Featuring Bestselling Author Morgan Housel
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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Press Releases
![Angeles Investment Advisors Appoints Shannon Morton as Senior Managing Director]()
3 Nov, 2026Read more Press ReleasesAngeles Investment Advisors Appoints Shannon Morton as Senior Managing Director
Angeles Investment Advisors is pleased to announce the appointment of Shannon Morton, CFA, who joins the firm as Senior Managing Director. This addition reflects our longstanding commitment to assembling a team of accomplished professionals.
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Market Updates
![October 2026 Global Market Index Performance]()
2 Nov, 2026Read more Market UpdatesOctober 2026 Global Market Index Performance
Global equity markets declined in October, while bond markets delivered positive results. The S&P 500 returned (-0.9%), the MSCI ACWI IMI decreased (-1.9%), and developed non U.S. equities (MSCI EAFE) fell (-0.7%). In the U.S., value stocks...
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