• 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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      1ST QUARTER 2022 - SHATTERING 04-11-2022

      So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the life of an extraordinary woman who shattered stereotypes.

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      YELLOW FLAG 05-10-2022

      When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the crews to move ...

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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.

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    ANGELES INSIGHTS

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      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

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      ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT (12-31-21) 02-22-2022

      In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantly clear that the quality of our team is not only one of our strongest competitive advantages, but also key to cultivating... Updated 12-31-21

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      ANGELES 2022 LONG TERM CAPITAL MARKET ASSUMPTIONS 02-18-2022

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

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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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      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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    IN THE NEWS

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      BOUTIQUE OCIOS CARVE OUT NICHE IN CROWDED MARKET 05-19-2022

      The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others and performs about the same, and those that want something more differentiated, said Michael Rosen.

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      ADVISORS SAY FED IS BEHIND CURVE. CATCHING UP COULD BE A 'ROCKY ROAD.' 05-12-2022

      With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on the Fed's strategy.

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      HIGH INFLATION, DECLINING STOCKS AND BONDS CAUSE TROUBLE FOR WORKER PENSIONS 05-11-2022

      Michael Rosen, managing partner and chief investment officer at Angeles Investments, joins CBS News to discuss the impact inflation coupled with the falling stock and bonds markets have had on Americans' pensions and retirement funds.

      WATCH VIDEO

    MARKET UPDATE SNAPSHOTS

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      APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE 05-02-2022

      Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9\%, the S&P 500 down -8.7\%, and non-US developed equity markets down -6.5\% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...

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      APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE 05-02-2022

      Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9\%, the S&P 500 down -8.7\%, and non-US developed equity markets down -6.5\% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...

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      MARCH 2022 GLOBAL MARKET INDEX PERFORMANCE 04-01-2022

      Global equities posted positive returns in March with the MSCI ACWI IMI up 2.0\%, the S&P 500 up 3.7\%, and non-US developed equity markets up 0.6\% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...

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    ANGELES INVESTMENT ADVISORS, LLC
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