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Insights + Media
Insights from our CIO-
![4th Quarter 2025 - Garbo]()
6 Jan, 20264th Quarter 2025 - Garbo
What do a movie star and a Spanish poultry farmer have in common? No, that's not the beginning of a joke, but a connection between two mysterious private lives hidden by their public personas, and the deception that changed the course of WW2.
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![Fireside Reading]()
28 Jan, 2026Fireside Reading
With most of the country confined to home by snow and ice, I thought you might appreciate some more book recommendations for your fireside reading. And I ...
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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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![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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![Year End Newsletter 2025]()
4 Dec, 2025Year End Newsletter 2025
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2025.
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![Webinar Replay - What's Brewing? A Burgeoning Bubble in AI?]()
29 Oct, 2025Webinar Replay - What's Brewing? A Burgeoning Bubble in AI?
Join our Chief Investment Officer, Michael Rosen, for a tour of the markets, economy and the AI bubble mania (opportunity) in a webinar held on 10-29-25.
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![Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride]()
10 Mar, 2026Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride
"There is a sort of randomness both from a political perspective and then in terms of market reactions to all of this," said Michael Rosen, CIO at Angeles Investments.rnrn
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![Keeping It in the Family! More RIAs Spinning Off Family Offices]()
5 Mar, 2026Keeping It in the Family! More RIAs Spinning Off Family Offices
Jonathan Foster, president & CEO of Angeles Wealth Management, told Investment News why we decided to launch Angeles Family Office and why many complex families fall into an underserved middle ground.
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![Angeles Family Office Names Kate Flume to Lead New Dallas Office]()
5 Mar, 2026Angeles Family Office Names Kate Flume to Lead New Dallas Office
Kate Flume and Jason Oclaray spoke with Crain Currency about Kates recent move to Angeles Family Office, and her remarkable journey from a nurse at Johns Hopkins to a trusted family office expert advising families with significant, complex wealth.
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![Trump's Upbeat Oil Comments Fail to Erase Inflation Fears and Market Losses]()
3 Mar, 2026Trump's Upbeat Oil Comments Fail to Erase Inflation Fears and Market Losses
"It's still really not quite clear what the endgame is" " or when that will be, said Michael Rosen, CIO at Angeles Investments, by phone. Investors worry the conflict could have "a bigger potential impact in the economy" than initially thought.
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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
![February 2026 Global Market Index Performance]()
2 Mar, 2026Read more Market UpdatesFebruary 2026 Global Market Index Performance
Global equity and bond markets delivered mixed results in February. The S&P 500 returned -0.8%, the MSCI ACWI IMI increased 1.6%, and developed non-U.S. equities (MSCI EAFE) increased 4.6%. In the U.S., value stocks outperformed growth...
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