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Insights + Media
Insights from our CIO-
![2nd Quarter 2025 - Seed Bank]()
7 Jul, 20252nd Quarter 2025 - Seed Bank
Investment principles are rooted in true experiences, but investment success comes from cross-fertilizing those principles with new ideas to adapt to the new environment. We hope you enjoy this quarter's letter.
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![Beach Reading]()
18 Jul, 2025Beach Reading
Most of you know that Beach Reading is not a list of "summertime" romances or light novels, but rather my usual mix of fiction and nonfiction books ...
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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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![A Dark Stain on American History and the Patriot who Stood in Opposition]()
6 Aug, 2025A Dark Stain on American History and the Patriot who Stood in Opposition
At AWM, we believe leadership takes courage, especially in times of challenge. Jonathan Foster, our President and CEO, reflects on his great-great-grandfather, Senator George Frisbie Hoar, who bravely opposed the Chinese Exclusion Act.
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![Private Equity - Why Now, Why Still]()
23 Jun, 2025Private Equity - Why Now, Why Still
Despite recent headlines, the rumors of Private Equitys (PE) demise are greatly exaggerated. PE has historically faced similar challenges, adapted, and recovered stronger. We believe that will again be the case.
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![Webinar Replay - We're Going to Need a Bigger Boat]()
14 Apr, 2025Webinar Replay - We're Going to Need a Bigger Boat
Please join Angeles Chief Investment Officer, Michael Rosen, for a review of the blanket tariffs implemented by the United States, what is transpiring in real-time, and what may lie ahead.
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![Year End Newsletter 2024]()
12 Dec, 2024Year End Newsletter 2024
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2024.
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![Cameron Rogers: Mixing Business and Pleasure to Succeed]()
14 Aug, 2025Cameron Rogers: Mixing Business and Pleasure to Succeed
In a recent Barron's Advisor Q&A with Steve Garmhausen, Cameron Rogers, partner at Angeles Wealth Management, shares how authenticity, generosity and shared experiences are central to building lasting client relationships.
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![Lemonade Stand to Leadership: Cameron Rogers on Redefining Wealth Management]()
13 Aug, 2025Lemonade Stand to Leadership: Cameron Rogers on Redefining Wealth Management
From lemonade stand profits at age eight to becoming a partner at Angeles Wealth Management, Cameron Rogers' journey is a testament to curiosity, technical expertise, and the power of relationships.
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![Harvard's Endowment Could Shrink 40% by 2040: Report]()
7 Aug, 2025Harvard's Endowment Could Shrink 40% by 2040: Report
"Increasing returns come with a variety of risks, and that could just be public equity risk, which is short term volatility," Rosen said. "Or it could be illiquid risk, moving more into private equity, for example, to get higher returns, but..."
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![Angeles Investments Earns B Corporation Recertification]()
5 Aug, 2025Angeles Investments Earns B Corporation Recertification
Angeles Investments is proud to announce that it has been recertified as a B Corporation (B Corp) by B Lab, the nonprofit organization that administers the certification.
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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
![Angeles Investments Earns B Corporation Recertification]()
5 Aug, 2025Read more Press ReleasesAngeles Investments Earns B Corporation Recertification
Angeles Investments is proud to announce that it has been recertified as a B Corporation (B Corp) by B Lab, the nonprofit organization that administers the certification.
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Market Updates
![July 2025 Global Market Index Performance]()
1 Aug, 2025Read more Market UpdatesJuly 2025 Global Market Index Performance
Global equity and bond returns delivered mixed results in July. The S&P 500 returned 2.2%, the MSCI ACWI IMI increased 1.3%, and developed non-U.S. equities (MSCI EAFE) decreased -1.4%. In the U.S., value stocks underperformed growth.
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