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Insights + Media
Insights from our CIO-
![1st Quarter 2025 - Exorbitant Privilege]()
2 Apr, 20251st Quarter 2025 - Exorbitant Privilege
The United States is unilaterally dismantling the global economic structure that it created 80 years ago. We no longer wish to bear the responsibilities of leadership, but we may come to regret losing the privileges that come with it.
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![Fireside Reading]()
18 Feb, 2025Fireside Reading
Three nonfiction and three fiction recommendations for your fireside reading. 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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![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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![Webinar Replay - Politics and Profits]()
17 Oct, 2024Webinar Replay - Politics and Profits
On election day, investors often face a range of important questions and considerations. Elections matter on many levels, but do they matter to the markets? Do markets fare better under Democrats or Republicans?
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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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![Angeles Wealth Recognized as 5-Star Wealth Management Team]()
12 May, 2025Angeles Wealth Recognized as 5-Star Wealth Management Team
In its inaugural ranking, Angeles Wealth Management has been recognized as one of Investment News' 5-Star Wealth Management Teams for 2025! This list honors top-performing firms across the country.
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![The Great Wealth Transfer's Not Just About the Money]()
4 May, 2025The Great Wealth Transfer's Not Just About the Money
Over the next 25 years, $54 trillion is expected to move to surviving spouses, a shift that Angeles Wealth's President & CEO Jonathan Foster calls "the great horizontal wealth transfer."
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![Consultants Tell Investors to Brace for Trade War, Potential Recession]()
29 Apr, 2025Consultants Tell Investors to Brace for Trade War, Potential Recession
"The U.S. has been much more liberal in fiscal spending than Europe or China has been... which is partly why our economy has performed so well," Rosen said. "But there does seem to be some constraint on our ability to expand the fiscal deficits."
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![AWM's Rick Nott Named Recipient of Connect Moneys 2025 Next Gen Wealth Award]()
17 Apr, 2025AWM's Rick Nott Named Recipient of Connect Moneys 2025 Next Gen Wealth Award
Underscored by this honor, Rick has played a pivotal role in Angeles Wealth's growth, while also empowering the next generation through mentorship and a strong focus on financial literacy.
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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 Named a Greenwich Best Investment Consultant for 8th Consecutive Year]()
14 Mar, 2025Read more Press ReleasesAngeles Named a Greenwich Best Investment Consultant for 8th Consecutive Year
Angeles was named Greenwich Coalition Best Investment Consultant for the 8th consecutive year. We are grateful to all of you for the continued trust in Angeles and partnership in supporting each institution's core mission & objectives.
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Market Updates
![April 2025 Global Market Index Performance]()
1 May, 2025Read more Market UpdatesApril 2025 Global Market Index Performance
Global equity and bond returns delivered mixed results in April. The S&P 500 returned -0.7%, while the MSCI ACWI increased 0.9% and developed non-U.S. equities (MSCI EAFE) rose 4.6%. In the U.S., growth stocks underperformed value.
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