IN THE NEWS

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• ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022

  Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with ...

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• WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022

  In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can ...

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• VISITS TO TAIWAN RAISE CHINAS IRE, BUT UNLIKELY TO HAVE MARKET IMPACT 08-25-2022

  Michael Rosen, chief investment officer at Angeles Investments, says in the near-term it's not in either country's interest to impose capital ...

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• DON'T GIVE UP ON THE 60/40 STRATEGY IT COULD BE HEADED FOR DOUBLE-DIGIT RETURNS 08-03-2022

  Last September, Michael Rosen, chief investment officer of Angeles Investments and Angeles Wealth, wrote in an op-ed for CNBC that the 60/40 portfolio ...

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• EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS 07-26-2022

  "I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, ...

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• ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS 07-18-2022

  "Holding cash is not a long-term investment plan, as inflation erodes its value, but it is more attractive than the alternatives at the moment and has ...

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• STOCK MARKETS INCH HIGHER AS INVESTORS STUDY FED MINUTES 07-06-2022

  "The challenge for monetary policy will become much more acute as the Fed is forced to balance elevated inflation with a contracting economy," our CIO ...

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• FED HIKES RATES BY 0.75 PERCENTAGE POINT, FLAGS SLOWING ECONOMY 06-15-2022

  "The Fed is in a very difficult position that frankly, they put themselves in by mishandling monetary policy and allowing inflation to rise as much as ...

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• ANGELES RECOGNIZED FOR ITS COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION 06-06-2022

  Angeles Investments, celebrates the diversity, equity, and inclusion (DEI) initiatives that contributed to the firm recently being recognized as an ...

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• PRIVATE EQUITY FUNDS FOR RETAIL INVESTORS? ADVISORS SEE SERIOUS RISKS 05-31-2022

  "As a general statement, providing private equity exposure to mass affluent clients is a bad idea," says Angeles Wealth Management CEO, Jonathan ...

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• BOUTIQUE OCIOS CARVE OUT NICHE IN CROWDED MARKET 05-19-2022

  The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others ...

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• ADVISORS SAY FED IS BEHIND CURVE. CATCHING UP COULD BE A 'ROCKY ROAD.' 05-12-2022

  With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on ...

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• INVESTMENTNEWS HOSTS FIFTH ANNUAL DIVERSITY, EQUITY & INCLUSION AWARDS 05-11-2022

  InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are ...

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• HIGH INFLATION, DECLINING STOCKS AND BONDS CAUSE TROUBLE FOR WORKER PENSIONS 05-11-2022

  Michael Rosen, managing partner and chief investment officer at Angeles Investments, joins CBS News to discuss the impact inflation coupled with the ...

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• WHAT CAUSES INFLATION? 05-04-2022

  "The price of any particular good going up or down is not inflation," says Michael Rosen, CIO at Angeles Investment Advisors. "Inflation is caused by ...

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• BUYING THE DIP CAN BE A RETIREE'S BEST FRIEND. 04-27-2022

  The circumstances driving today's volatility wont be around forever, Angeles CIO Michael Rosen told Debbie Carlson for her latest Barron's article. ...

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• FIFTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-26-2022

  For the fifth time, Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize ...

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• EMPOWERING WOMEN THROUGHOUT THEIR FINANCIAL JOURNEYS 04-09-2022

  Angeles Wealth Management Managing Director Chloe Wohlforth joins Jill Malandrino on Nasdaq TradeTalks for Financial Literacy Month to discuss ...

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• ALLOCATORS ARE INVESTING LIKE A RECESSION IS ON THE WAY 04-08-2022

  Rising geopolitical risks, which have led to more fragmentation in the world economy, are adding to allocators' bearish outlooks, according to Michael ...

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• OUTSTANDING PRACTICE IN THE EXCELLENCE IN DIVERSITY, EQUITY & INCLUSION AWARDS 04-04-2022

  Today, we're honored to share that Angeles Investments has been recognized as an Outstanding Practice in the Investment News Excellence in Diversity, ...

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• FINANCIAL ADVISORS BUILDING UP HOLISTIC PLANNING CAPABILITIES 03-28-2022

  Marta Ferro, Angeles Investments Managing Director of Philanthropy Services and Mission Aligned Investing, believes it's important to humanize your ...

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• THE 60/40 PORTFOLIO NEEDS A RETHINK. WHAT TO DO NOW. 03-22-2022

  With inflation now surging and interest rates on the rise, a rethink of long-term investment strategy may be in order. Our CIO, Michael Rosen gives ...

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• Q&A W/ MICHAEL ROSEN: ENERGY BEST PLACE TO "HIDE" FROM POTENTIAL RECESSION 03-15-2022

  The odds of an economic recession are increasing in the country as the Federal Reserve is forced to take a more aggressive approach due to inflation. ...

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• SEEKING LIQUIDITY, TEXAS ERS ALSO GOT A HIGH-YIELD BARGAIN 03-14-2022

  Portfolio construction is particularly crucial within high-yield ETFs, Mr. Rosen emphasized, noting a distinct return gap that shows up over 10 years, ...

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