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Insights + Media
Insights from our CIO-
![3rd Quarter 2025 - Photograph 51]()
6 Oct, 20253rd Quarter 2025 - Photograph 51
Errors of the past must be corrected, and progress comes through collaborating with colleagues that have diverse experiences, skills and perspectives. We learn these lessons by looking at the most important photograph in history.
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![Beach Reading]()
26 Sep, 2025Beach Reading
September is the best beach month in Southern California: the water is warm, the days are long, the crowds are gone. I have seven books to recommend, five ...
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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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![Angeles Wealth Becomes First Tenant of The Rolex Building, Rolex's New U.S. HQ]()
31 Oct, 2025Angeles Wealth Becomes First Tenant of The Rolex Building, Rolex's New U.S. HQ
AWM will become the first tenant of The Rolex Building, the legendary brand's new U.S. headquarters at 665 Fifth Avenue in Midtown Manhattan, opening in 2026. Designed by Pritzker Prize-winning architect Sir David Chipperfield.
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![Dow Gives Up Gains After Powell Signals Fed May Not Cut Again This Year]()
29 Oct, 2025Dow Gives Up Gains After Powell Signals Fed May Not Cut Again This Year
"Powell is reflecting the tension on the Fed between those who favor more aggressive easing and those who are concerned that inflation remains too high, even as the labor market weakens," said Michael Rosen, CIO at Angeles.
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![AI in Higher Education, Trumps Tariffs Hit Lesotho, Unicorns Avoiding IPOs]()
24 Oct, 2025AI in Higher Education, Trumps Tariffs Hit Lesotho, Unicorns Avoiding IPOs
Last week, Angeles Wealth Management's president and CEO Jonathan Foster joined Bloomberg to discuss why companies are staying private for longer, extending from an average of 7 years to nearly 11.
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![Next-gen Advisors See 'Empathy' as an Advantage Over the Next Decade]()
24 Oct, 2025Next-gen Advisors See 'Empathy' as an Advantage Over the Next Decade
Cameron Rogers, partner at Angeles Wealth Management, recently shared next-gen advisors bring a unique credibility to their work. She adds that leading with empathy has become the "new alpha" for next-gen clients.
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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 Wealth Becomes First Tenant of The Rolex Building, Rolex's New U.S. HQ]()
31 Oct, 2025Read more Press ReleasesAngeles Wealth Becomes First Tenant of The Rolex Building, Rolex's New U.S. HQ
AWM will become the first tenant of The Rolex Building, the legendary brand's new U.S. headquarters at 665 Fifth Avenue in Midtown Manhattan, opening in 2026. Designed by Pritzker Prize-winning architect Sir David Chipperfield.
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Market Updates
![October 2025 Global Market Index Performance]()
3 Nov, 2025Read more Market UpdatesOctober 2025 Global Market Index Performance
Global equity and bond returns delivered positive results in October. The S&P 500 returned 2.3%, the MSCI ACWI IMI increased 2.1%, and developed non-U.S. equities (MSCI EAFE) increased 1.2%. In the U.S., value stocks underperformed growth...
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