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Insights + Media
Insights from our CIO-
![2nd Quarter 2024 - Verschlimmbesserung]()
8 Jul, 20242nd Quarter 2024 - Verschlimmbesserung
Investors make two big mistakes in assessing the risks of volatility and liquidity in equities. Solving for one problem creates a far bigger one, a notion captured by this mouthful of a German word, Verschlimmbesserung.
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![Beach Reading]()
13 Aug, 2024Beach Reading
Six new books for you, all fiction, all great. I hope you enjoy!
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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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![Giving]()
27 Jul, 2023Giving "Foxy" a Voice - A Discussion with Michael Rosen on Q2-2023 Commentary
In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024AWM 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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![2023 Sustainability Report]()
5 Apr, 20242023 Sustainability Report
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2023.
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![Transitioning to OCIO: Enhancing a Foundation's Mission Alignment]()
2 Apr, 2024Transitioning to OCIO: Enhancing a Foundation's Mission Alignment
A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundations transition to a fully discretionary, OCIO.
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![Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency]()
26 Feb, 2024Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency
At the height of the pandemic, TV star Ben McKenzie was the perfect mark for cryptocurrency. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.
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![If a Soft Landing Is in the Cards, Why Aren't Small-Cap Stocks Rallying?]()
3 Oct, 2024If a Soft Landing Is in the Cards, Why Aren't Small-Cap Stocks Rallying?
"It's profits that matter, and the profits are not being generated by the Russell 2000 companies. They're being generated by these big megacap companies, and that's why they're the market leaders." said Michael Rosen, CIO at Angeles.
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![The S&P 500 Hit Multiple Records This Week, But It's Still Nvidia's Market]()
27 Sep, 2024The S&P 500 Hit Multiple Records This Week, But It's Still Nvidia's Market
"Equity markets are driven by profits and the companies that generate the most profits are the ones that lead the market," said Michael Rosen, managing partner and CIO at Angeles Investments.
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![Bond Markets Search for Value as Equities Eye Profits]()
26 Sep, 2024Bond Markets Search for Value as Equities Eye Profits
This afternoon, our CIO Michael Rosen joined Nicole Petallides on Schwab Network to discuss the market's response to the Fed rate cut, the state of the bond market, equity performance and more. Tune in to hear more of Michael's perspective.
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![S&P 500 Snaps Two-Day Climb With Fed in Focus: Markets Wrap]()
25 Sep, 2024S&P 500 Snaps Two-Day Climb With Fed in Focus: Markets Wrap
"What's changed a bit with the 50 basis point move was a willingness by the Fed to move faster, to be more accommodative, to be more receptive to economic conditions, as opposed to just focusing on inflation," said Michael Rosen, CIO at Angeles.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024AWM 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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![Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency]()
26 Feb, 2024View more Videos + PodcastsSpeaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency
At the height of the pandemic, TV star Ben McKenzie was the perfect mark for cryptocurrency. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.
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Press Releases
![AWM Recognized as RIA of the Year by Institutional Investor's RIA Intel]()
1 Aug, 2024Read more Press ReleasesAWM Recognized as RIA of the Year by Institutional Investor's RIA Intel
Angeles Wealth Management celebrates its recognition as RIA Intel's registered investment advisor (RIA) of the Year in the "$1 billion - $10 billion assets under management (AUM)" category.
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Market Updates
![September 2024 Global Market Index Performance]()
1 Oct, 2024Read more Market UpdatesSeptember 2024 Global Market Index Performance
Global equity and bond returns were positive in September. The S&P 500 returned 2.1%, the MSCI ACWI increased 2.3%, and developed non-U.S. equities (MSCI EAFE) rose 0.9%. In the U.S., growth stocks outperformed value.
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