ARTICLES & INSIGHTS

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CIO INSIGHTS

• 2ND QUARTER 2023 - FOXY 07-06-2023

  A famous 20th century philosopher finds wisdom in an ancient Greek poet, and in so doing, shows us the path to successful investing. Please enjoy this quarters letter, Foxy.

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• BEACH READING 09-18-2023

  September is still beach time, so I have a few more recommendations for you. One nonfiction and four fiction, including my (so far) book of the year. Enjoy!

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• GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

  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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• WHAT A START! 06-14-2022

  Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"

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ANGELES INSIGHTS

• SUSTAINABILITY AT ANGELES 09-21-2023

  Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.

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• OUR CORE MISSION AND CULTURE 08-23-2023

  Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.

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• MISSION ABSOLUTELY POSSIBLE 06-29-2023

  From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent Higher Education in "Mission Absolutely Possible."

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• ANGELES 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 05-01-2023

  2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global economy and implications for markets, heightened concerns about climate change and its impact on...

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• ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023

  This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).

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• WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023

  As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief Investment Officer, Michael Rosen for a discussion on the markets & the economy

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IN THE NEWS

• HERE ARE BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS 09-15-2023

  Angeles Wealth's CEO Jonathan Foster spoke with Barron's Advisor for their latest article breaking down the different approaches of top independent RIAs. While many firms are expanding their service offerings, Foster believes it's important to...

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• SHORT-TERM BONDS, U.S. STOCKS ATTRACTIVE AS RECESSION SIGNALS FADE 09-13-2023

  With the prospects of a recession or bear market moving farther away, short-duration bonds and U.S. public equities are increasingly attractive for institutional investors, according to Angeles Investment Advisors CIO Michael Rosen.

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• WHEN WILL CONSUMERS STOP BUYING? IT'S A KEY QUESTION FOR THE STOCK MARKET 09-10-2023

  "The market has been expecting a recession for the past year or so, and has been wrong," said Michael Rosen, chief investment officer at Angeles Investments. "In some sense, they probably are still looking for a recession. I think that's also wrong."

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MARKET UPDATE SNAPSHOTS

• AUGUST 2023 GLOBAL MARKET INDEX PERFORMANCE 09-01-2023

  All global equities posted negative returns in August. The S&P 500 returned -1.6\% and the MSCI ACWI decreased -2.9\%, while developed non-U.S. equities fell -3.8\%. In the U.S., value stocks largely underperformed growth, while the Russell 2000...

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• JULY 2023 GLOBAL MARKET INDEX PERFORMANCE 08-01-2023

  Global equities continued to surge in July. The S&P 500 returned 3.2\% and the MSCI ACWI increased 3.8\%, while developed non-U.S. equities rose 3.2\%. In the U.S., value stocks very slightly outperformed growth, while the Russell 2000 small cap...

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• JUNE 2023 GLOBAL MARKET INDEX PERFORMANCE 07-03-2023

  Global equities surged in June, capping off a very strong first half of the year. The S&P 500 returned 6.6\% and the MSCI ACWI increased 5.8\%, while developed non-U.S. equities rose 4.6\%. In the U.S., value stocks slightly underperformed growth...

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