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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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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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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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AUGUST 2021 GLOBAL MARKET INDEX PERFORMANCE 09-01-2021
Global equities posted positive returns in August, with the MSCI ACWI IMI up 2.5%, the S&P 500 up 3.0%, and non-US developed equity markets up 1.8% ...
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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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ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021
Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important ...
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ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021
Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important ...
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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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JULY 2021 GLOBAL MARKET INDEX PERFORMANCE 08-02-2021
Global equities posted positive returns in July, with the MSCI ACWI IMI up 0.5%, the S&P 500 up 2.4%, and non-US developed equity markets up 0.8% ...
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STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 07-08-2021
What lies ahead for stocks, bonds, and other asset classes? Our Chief Investment Officer, Michael Rosen, joins Bloomberg Radio to share his outlook on ...
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2ND QUARTER 2021 - ALL IN THE STARS 07-07-2021
Concrete has been used as a building material since the Roman Empire 2,000 years ago. It has high compressive strength (it doesn't crack under heavy ...
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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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JUNE 2021 GLOBAL MARKET INDEX PERFORMANCE 07-01-2021
Global equities posted positive returns in June, with the MSCI ACWI IMI up 1.2% and the S&P 500 up 2.3%, while non-US developed equity markets fell ...
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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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MAY 2021 GLOBAL MARKET INDEX PERFORMANCE 06-01-2021
Global equities posted positive returns in May, with the MSCI ACWI IMI up 1.5%, the S&P 500 up 0.7%, and non-US developed equity markets up 3.3% in ...
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