Latest Blog: Mismatch - 03/20/2023
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ARTICLES & INSIGHTS
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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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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 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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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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STOCKS CLOSE MOSTLY LOWER AS YELLEN SAYS INTEREST RATES LIKELY TO RISE 05-04-2021
Michael Rosen, Managing Partner and CEO at Angeles Wealth Management, says Yellen's comments threw a wrench into the market, even though her comments ...
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RVK AND ANGELES TOP GREENWICH CONSULTANT RANKINGS FOUR YEARS STRAIGHT 04-30-2021
Michael Rosen, Angeles' chief investment officer, says his firm's size gives it a structural advantage. Angeles, which just marked its 20th ...
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U.S. ECONOMY TO SEE STRONGEST GROWTH SINCE 1950: ANGELES WEALTH MANAGEMENT CIO 04-28-2021
Michael Rosen, Angeles Wealth Management CIO & Co-Founder, joins Yahoo Finance Live to discuss outlook on the economy amid FOMC published statements. ...
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FOURTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-27-2021
For the fourth time, Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize ...
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A TREMENDOUS LOSS ON 9/11 AND THE PATH FORWARD 04-21-2021
Sept. 11, 2001 is a day most Americans cant forget, when Al-Qaida coordinated four terrorist attacks against the United States. But for Chloe ...
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ARTADIA ANNOUNCES 2021 LOS ANGELES AWARDEES 04-08-2021
The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual ...
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ARE ADVISORS REALLY DOING SOMETHING ABOUT DIVERSITY? 03-02-2021
Take Angeles Investments, a Los Angeles-based firm with over $30 billion in assets under advisement. After the protests, the firm held two three-hour ...
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WHAT TO KNOW ABOUT THE AVERAGE RATE OF RETURN ON MUTUAL FUNDS 02-26-2021
"Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief ...
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A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE 01-27-2021
"In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles ...
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RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS 01-20-2021
Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to ...
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ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS 01-13-2021
Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation ...
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CONSULTANTS CREATE GROUP TO FOCUS ON INDUSTRY DIVERSITY 01-05-2021
Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations ...
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NINETEEN PREDICTIONS FOR WEALTH MANAGEMENT IN 2021 12-24-2020
2020 has been a forgettable year for the human condition and political discourse. However, it has been a memorable year in the wealth management ...
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AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC 11-04-2020
"The truth is for markets, it's not just terribly important," Michael Rosen, founder of AIA, said of the election. "It's important for a lot of ...
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GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC 09-21-2020
The shift in allocations from equity to fixed income pre-dated the pandemic, but COVID-19 accelerated that trend, says Michael Rosen, CIO at Angeles ...
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