INVESTMENT INSIGHTS

313 RESULTS

• A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021

  Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO. ...

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• BEACH READING 04-29-2021

  Beach weather is upon us in Southern California, so here are some book suggestions from my last few months of reading. ...

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• 1ST QUARTER 2021 - COGNITIVE DISSONANCE 04-05-2021

  Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably ...

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• WITH A LITTLE HELP FROM OUR FRIENDS 04-01-2021

  For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined ...

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• WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH 03-22-2021

  I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in ...

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• A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021

  The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...

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• RESILIA - PHILANTHROPY REPORT 2021 02-11-2021

  While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new ...

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• STOP THE GAME! 01-31-2021

  Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price ...

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• 4TH QUARTER 2020 - NA TRIOBLOIDI 01-11-2021

  Betty Smyth was born in Belfast in the midst of World War Two, to a Protestant father, a butcher, and a Catholic mother, a part-time waitress. She ...

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• FIRESIDE READING 12-15-2020

  Since my last update a few months ago (), I've moved from the beach to the fireplace, and am happy to share my reading ...

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• NOT JUST A GAME 12-10-2020

  There are twenty amino acids in the human body. Amino acids are the chemical links that make up proteins. Proteins perform all sorts of essential ...

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• 3RD QUARTER 2020 - STAND UP 10-05-2020

  August Landmesser was born into a poor family in a rural village outside of Hamburg in 1910. He came of age in a Germany convulsed with economic ...

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• TWO (PERCENT) IS A SAD NUMBER 09-21-2020

  Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a ...

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• STILL BEACH READING 09-10-2020

  It's still beach weather here in Southern California, so I have a few more suggestions for beach reading. ...

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• DISCONNECT: HOW CAN MARKETS BE AT ALL-TIME HIGHS WHEN THE WORLD AROUND US IS COLLAPSING? 08-18-2020

  Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic upheaval.Many find this ...

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• BEACH READING 08-11-2020

  One of the upsides to confinement over the past few months is that I've been able to raise my reading capacity. Here are my exceptional ...

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• 2ND QUARTER 2020 - DREAMS DEFERRED 07-07-2020

  Eunice Wayman was born in Tyron, a small town of around 1600 people in western North Carolina, in 1933, the sixth of eight children of a handyman ...

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• MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS 06-22-2020

  Fiduciaries charged with the governance and implementation of an institutional portfolio must adapt to uncertain and sometimes extreme situations. We ...

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• REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020

  It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have ...

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• EARTHRISE OR EARTHSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 3) 06-02-2020

  Source: NASAWeak economic growth and low investment returns are the prospects we discussed in the first two parts of this ...

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• SUNRISE OR SUNSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 2) 05-29-2020

  In Part 1 (), we outlined an economic backdrop of weak growth, high levels of government debt, cautious consumers, higher taxes and rising trade ...

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• SUNRISE OR SUNSET: THOUGHTS ON A POST-PANDEMIC WORLD (PART 1) 05-27-2020

  Two and a half months of isolation engenders reflection, on what we've endured, and contemplation on what the future may hold.Our reflections are ...

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• MEMENTO MORI 04-26-2020

  The Romans had a tradition that, following a military victory, the triumphant general was paraded through the city in a four horse-drawn chariot to ...

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• PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020

  We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that ...

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