Latest Blog: Fireside Reading - 03/01/2024
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS VIEW ALL MEDIA
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HOW NONPROFITS CAN WORK WITH THE PRIVATE SECTOR TO SCALE IMPACT 12-09-2021
The past year and a half has been a time of extraordinary social mobilization in the United States. From the protests for racial equality to the ...
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CALPERS IS TURNING TO PRIVATE EQUITY & LEVERAGE TO BOOST RETURNS & REDUCE RISK 12-06-2021
"To me, this highlights the biggest challenge that institutional investors have, which is achieving a rate of return that will meet their investment ...
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LOSING HER FATHER ON 9/11 LED THIS WOMAN TO HELP PEOPLE MANAGE THEIR MONEY 12-03-2021
In the weeks after 9/11, the family's friends rallied around Chloe and her mother. When one of them asked about the family's financial situation, it ...
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LOOKING TO DIVERSIFY? THINK REAL ESTATE 11-29-2021
"Yale has significant material advantages that very few investors have," says Michael Rosen. "It's not quite so simple for investors to replicate what ...
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STAY INVESTED & RIDE OUT MARKET VOLATILITY 11-19-2021
Michael Rosen says to stay invested as there is a strong economy and an accommodative Fed. Regarding inflation, he believes that the Fed is playing ...
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TIS ALMOST THE SEASON: THE HOLIDAY GIFTS FINANCIAL ADVISORS ARE GIVING CLIENTS 11-17-2021
Were sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. Its identified by what the staff and our ...
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WHY GRANTORS SHOULD FOCUS ON CAPACITY-BUILDING TO SCALE IMPACT 10-26-2021
Of all the ways grantors can help nonprofits scale impact, capacity-building is the most effective over the long term. Grantors often think about ...
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WEST TAKES EAST: HARRY GRAND AND AWMS TRIUMPHANT CHARGE INTO NYC 10-21-2021
From a temporary office as a solo show, Grand has grown the NYC office significantly, in client relationships, assets and talent, bringing aboard four ...
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TAX-SAVVY WEALTH MGMT. SURGES IN IMPORTANCE FOR FINANCIAL ADVISORS & CLIENTS 10-15-2021
Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. Financial advice and tax planning both ...
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SOLAR & WATER SHORTAGES MAY DEFINE FUTURE BUT DOESN'T MAKE THEM GOOD INVESTMENTS 09-22-2021
Its great to identify sectors with great demand, and the structural demand for those two sectors seems right for a long period of time, said Michael ...
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HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN 09-11-2021
For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. That began to change as she was sitting in her high school French class in ...
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OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE 09-02-2021
The traditional 60/40 portfolio has served investors well, but it has reached its expiration date. In an Op-ed for CNBC, Angeles CIO Michael Rosen ...
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COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE. 09-02-2021
Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barrons ...
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TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME 09-01-2021
Pensions are moving away from core fixed income as they seek to make a tradeoff between volatility and yield, said Michael Rosen, principal and CIO at ...
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1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE 09-01-2021
With many asset managers predicting lower market returns in the next decade, hedge funds that charge high fees and need high returns to justify them ...
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ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS 08-10-2021
"It's easy to exclude coal companies or bad actors from your portfolio and only invest in companies that are green. The real impact comes from taking ...
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BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE 08-03-2021
"There is an enormous illiquidity aspect to investing in infrastructure, said Michael Rosen, principal and CIO at Angeles Investment Advisors. These ...
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EQUITIES REMAIN THE PLACE TO BE FOR LONG-TERM GROWTH: ANGELES WEALTH MANAGEMENT 07-06-2021
Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by ...
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4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR 06-24-2021
"There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and ...
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ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY 06-11-2021
Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business ...
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REASONS TO BE BULLISH ON THE ECONOMY RIGHT NOW 06-05-2021
The economy will see the fastest growth this year since 1950, says Michael Rosen of Angeles Investments. Corporations are short of supply in face of a ...
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STOCKS POP AS SOLID JOBS REPORT SOOTHES INVESTOR FEARS 06-04-2021
"This is not a game-changer for the Fed," said Michael Rosen, managing partner and chief investment officer with Angeles Wealth. Rosen added that the ...
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WHAT'S NEXT FOR THE ADVISOR'S OFFICE? 06-03-2021
Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create ...
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WHAT FINANCIAL ADVISERS ARE READING THIS SUMMER 06-03-2021
"Think Again: The Power of Knowing What You Dont Know" (2021) by Adam M. Grant - For professional growth, this one is fascinating to me. Think Again ...
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