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Insights + Media
Insights from our CIO-
![1st Quarter 2026 - Fire Horse]()
8 Apr, 20261st Quarter 2026 - Fire Horse
This is the Year of the Fire Horse, a 1-in-60-year occurrence that portends great risks and upheaval, but potentially great achievements. We recall the origin story of the Fire Horse, why it is an ominous omen, and suggests more turbulence ahead.
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![Beach Reading]()
10 Jun, 2026Beach Reading
Summer is upon us, and while not light reading, I have some new recommendations for your beach reading. Enjoy!
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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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![SpaceX's Retail-Powered Debut Helps Steady Shaky Markets]()
13 Jun, 2026SpaceX's Retail-Powered Debut Helps Steady Shaky Markets
"The strong performance is indicative of a more risk-taking mode" Said Michael Rosen, CIO at Angeles. Still, he added, "I think there's an aura around Elon that makes this rather specific."
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![VIEW CPI Rises at Fastest Rate in Three Years but Meets Market Expectations]()
10 Jun, 2026VIEW CPI Rises at Fastest Rate in Three Years but Meets Market Expectations
Michael Rosen: "No surprises in the CPI report. Headline inflation is 4.2% over the last 12 months, a 3-year high. The Fed risks losing credibility if it continues to stick to its 2% inflation goal while taking no action in monetary policy."
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![Stocks are Losing Their Edge Over Bonds, in an Ominous Sign for the Market]()
6 May, 2026Stocks are Losing Their Edge Over Bonds, in an Ominous Sign for the Market
"It's profits that drive equity markets," said Michael Rosen, and "profits have been strong. We have heard that the U.S. stock market has been overvalued for the last 10 years, and yet we're at an all-time high."
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![Rosen: Earnings Keep Stock Market, Mag 7 in 'Pretty Good Shape']()
29 Apr, 2026Rosen: Earnings Keep Stock Market, Mag 7 in 'Pretty Good Shape'
Angeles CIO Michael Rosen joined Schwab Network's Diane King Hall this morning, offering his perspective on current market conditions. Michael highlighted that markets remain broadly constructive, even as energy prices remain in focus.
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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 Wealth Management Acquires XO Capital, Launches Angeles Family Office]()
13 Jan, 2026Read more Press ReleasesAngeles Wealth Management Acquires XO Capital, Launches Angeles Family Office
AWM today announced the acquisition of XO Capital, a boutique firm that offers comprehensive family office and investment management services. This acquisition marks the launch of Angeles Wealth's family office affiliate, Angeles Family Office.
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Market Updates
![May 2026 Global Market Index Performance]()
1 Jun, 2026Read more Market UpdatesMay 2026 Global Market Index Performance
Global equity and bond markets delivered positive results in May. The S&P 500 returned 5.3%, the MSCI ACWI IMI increased 5.0%, and developed non-U.S. equities (MSCI EAFE) rose 3.1%. In the U.S., growth stocks outperformed value..
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