• IN THE NEWS

    649 RESULTS

    SEARCH TOOLS
    • THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY

      THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022

      "For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for ...

      READ NEWS
    • MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS

      MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022

      This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation ...

      READ INSIGHT
    • AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE

      AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE 09-01-2022

      Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6% and the S&P 500 down -4.1%. Growth stocks underperformed value ...

      READ MARKET UPDATE
    • HIGH OIL PRICES OFFER ENDOWMENT BOOST

      HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022

      Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil ...

      READ NEWS
    • ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW

      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 ...

      READ NEWS
    • WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE

      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 ...

      READ NEWS
    • VISITS TO TAIWAN RAISE CHINAS IRE, BUT UNLIKELY TO HAVE MARKET IMPACT

      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 ...

      READ NEWS
    • INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS

      INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 08-17-2022

      Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the ...

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

      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 ...

      READ NEWS
    • THE G.O.A.T.

      THE G.O.A.T. 08-01-2022

      John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games to ...

      READ BLOG POST
    • JULY 2022 GLOBAL MARKET INDEX PERFORMANCE

      JULY 2022 GLOBAL MARKET INDEX PERFORMANCE 08-01-2022

      Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1%, the S&P 500 up 9.2%, and non-US developed equity markets up 5.0% in ...

      READ MARKET UPDATE
    • EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS

      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, ...

      READ NEWS
    • BEACH READING

      BEACH READING 07-19-2022

      It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! FictionDay for Night, Frederich ReikenMesmerizing ...

      READ BLOG POST
    • ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS

      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 ...

      READ NEWS
    • 2ND QUARTER 2022 - PENDULUM

      2ND QUARTER 2022 - PENDULUM 07-11-2022

      Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow ...

      READ COMMENTARY
    • A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED

      A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED 07-11-2022

      Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material ...

      READ INSIGHT
    • STOCK MARKETS INCH HIGHER AS INVESTORS STUDY FED MINUTES

      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 ...

      READ NEWS
    • JUNE 2022 GLOBAL MARKET INDEX PERFORMANCE

      JUNE 2022 GLOBAL MARKET INDEX PERFORMANCE 07-01-2022

      Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6%, the S&P 500 down -8.3%, and non-US developed equity markets down ...

      READ MARKET UPDATE
    • SHELTER FROM THE STORM

      SHELTER FROM THE STORM 06-21-2022

      The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. ...

      READ INSIGHT
    • FED HIKES RATES BY 0.75 PERCENTAGE POINT, FLAGS SLOWING ECONOMY

      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 ...

      READ NEWS
    • WHAT A START!

      WHAT A START! 06-14-2022

      Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!" ...

      VIEW VIDEO/PDF
    • ANGELES RECOGNIZED FOR ITS COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

      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 ...

      READ PRESS RELEASE
    • MAY 2022 GLOBAL MARKET INDEX PERFORMANCE

      MAY 2022 GLOBAL MARKET INDEX PERFORMANCE 06-01-2022

      Global equities posted slightly positive returns in May with the MSCI ACWI IMI up 0.1%, the S&P 500 up 0.2%, and non-US developed equity markets up ...

      READ MARKET UPDATE
    • PRIVATE EQUITY FUNDS FOR RETAIL INVESTORS? ADVISORS SEE SERIOUS RISKS

      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 ...

      READ NEWS
  • SEC/ADV | FORM CRS
  • © 2024 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2024
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

Subscribe to our newsletter or follow us on LinkedIn for regular updates

Subscribe to our newsletter or follow us on LinkedIn for regular updates