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![2nd Quarter 2025 - Seed Bank]()
7 Jul, 20252nd Quarter 2025 - Seed Bank
Investment principles are rooted in true experiences, but investment success comes from cross-fertilizing those principles with new ideas to adapt to the new environment. We hope you enjoy this quarter's letter.
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![June 2025 Global Market Index Performance]()
1 Jul, 2025June 2025 Global Market Index Performance
Global equity and bond returns were strongly positive in June. The S&P 500 returned 5.1%, the MSCI ACWI IMI increased 3.4%, and developed non-U.S. equities (MSCI EAFE) rose 2.2%. In the U.S., growth stocks outperformed value.
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![Private Equity - Why Now, Why Still]()
23 Jun, 2025Private Equity - Why Now, Why Still
Despite recent headlines, the rumors of Private Equitys (PE) demise are greatly exaggerated. PE has historically faced similar challenges, adapted, and recovered stronger. We believe that will again be the case.
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![How CIOs, OCIOs Are Structured to Face New Investing & Operational Challenges]()
2 Jun, 2025How CIOs, OCIOs Are Structured to Face New Investing & Operational Challenges
Michael Rosen, CIO of Angeles Investments, says beyond just summarization, AI tools can highlight areas or word combinations, allowing the human team to follow up if they want more information. On the portfolio side, AI may identify risk factors.
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![May 2025 Global Market Index Performance]()
2 Jun, 2025May 2025 Global Market Index Performance
Global equities surged in May. The S&P 500 returned 6.3%, the MSCI ACWI IMI increased 5.8%, and developed non-U.S. equities (MSCI EAFE) rose 4.6%. In the U.S., growth stocks outperformed value. The Bloomberg Aggregate Bond Index returned -0.7%...
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![AWM is Pleased to Announce the Addition of Cameron Rogers as Partner]()
21 May, 2025AWM is Pleased to Announce the Addition of Cameron Rogers as Partner
With more than 15 years of experience in investing, Cameron has advised individuals, families & nonprofits on a wide range of complex financial matters - including public & private markets, generational wealth transitions & sustainable strategies.
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![Angeles Wealth Recognized as 5-Star Wealth Management Team]()
12 May, 2025Angeles Wealth Recognized as 5-Star Wealth Management Team
In its inaugural ranking, Angeles Wealth Management has been recognized as one of Investment News' 5-Star Wealth Management Teams for 2025! This list honors top-performing firms across the country.
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![The Great Wealth Transfer's Not Just About the Money]()
4 May, 2025The Great Wealth Transfer's Not Just About the Money
Over the next 25 years, $54 trillion is expected to move to surviving spouses, a shift that Angeles Wealth's President & CEO Jonathan Foster calls "the great horizontal wealth transfer."
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![April 2025 Global Market Index Performance]()
1 May, 2025April 2025 Global Market Index Performance
Global equity and bond returns delivered mixed results in April. The S&P 500 returned -0.7%, while the MSCI ACWI increased 0.9% and developed non-U.S. equities (MSCI EAFE) rose 4.6%. In the U.S., growth stocks underperformed value.
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![Consultants Tell Investors to Brace for Trade War, Potential Recession]()
29 Apr, 2025Consultants Tell Investors to Brace for Trade War, Potential Recession
"The U.S. has been much more liberal in fiscal spending than Europe or China has been... which is partly why our economy has performed so well," Rosen said. "But there does seem to be some constraint on our ability to expand the fiscal deficits."
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![AWM's Rick Nott Named Recipient of Connect Moneys 2025 Next Gen Wealth Award]()
17 Apr, 2025AWM's Rick Nott Named Recipient of Connect Moneys 2025 Next Gen Wealth Award
Underscored by this honor, Rick has played a pivotal role in Angeles Wealth's growth, while also empowering the next generation through mentorship and a strong focus on financial literacy.
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![Webinar Replay - We're Going to Need a Bigger Boat]()
14 Apr, 2025Webinar Replay - We're Going to Need a Bigger Boat
Please join Angeles Chief Investment Officer, Michael Rosen, for a review of the blanket tariffs implemented by the United States, what is transpiring in real-time, and what may lie ahead.
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![Sucking in the 70s Again? Advisors Weigh the Threat of Stagflation]()
9 Apr, 2025Sucking in the 70s Again? Advisors Weigh the Threat of Stagflation
Michael Rosen, CIO of Angeles, agrees that it is unlikely we will reach the depths of the 1970s stagflation, with double-digit unemployment and double-digit inflation.That said, he certainly sees the risks of a recession rising considerably...
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![Tariff-whipped Wall Street wonders: will Trump blink?]()
7 Apr, 2025Tariff-whipped Wall Street wonders: will Trump blink?
"The whole notion of tariffs and trade policy has been such an integral part of Donald Trumps psyche, I dont see it abandoned," said Michael Rosen, CIO at Angeles Investments.
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![Dollar in the Doldrums Following Tariffs]()
3 Apr, 2025Dollar in the Doldrums Following Tariffs
"The global economic system, underpinned by the US dollar as its reserve currency, solidified US economic dominance for generations...," said Michael Rosen, CIO at Angeles Investments.
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![Trump's Tariffs Tanked the Market. Heres What Wealth Managers Say to Do Now.]()
3 Apr, 2025Trump's Tariffs Tanked the Market. Heres What Wealth Managers Say to Do Now.
Michael Rosen, CIO at Angeles, sees little upside for the U.S. economy from the administration's trade policy, which he believes will erode the value of the dollar, increase inflation, and potentially lead to a recession.
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![What Financial Advisors Are Saying to Clients About 'Liberation Day']()
3 Apr, 2025What Financial Advisors Are Saying to Clients About 'Liberation Day'
Michael Rosen, CIO at Angeles, in a note to investors, wrote, "The global economic system that pulled billions out of poverty, created new technologies that transformed nearly every facet of life in countless ways, was designed and led by the US."
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![1st Quarter 2025 - Exorbitant Privilege]()
2 Apr, 20251st Quarter 2025 - Exorbitant Privilege
The United States is unilaterally dismantling the global economic structure that it created 80 years ago. We no longer wish to bear the responsibilities of leadership, but we may come to regret losing the privileges that come with it.
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![The 60/40 Portfolio May No Longer Fully Represent True Diversification']()
2 Apr, 2025The 60/40 Portfolio May No Longer Fully Represent True Diversification'
The 60/40 portfolio, which Michael Rosen previously said reached its "expiration date," hasnt been used by his firm's endowment & foundation clients for decades. There's a key reason why. Institutional investors need to guarantee a return.
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![March 2025 Global Market Index Performance]()
1 Apr, 2025March 2025 Global Market Index Performance
Global equity and bond returns were mostly negative for March to wrap up the first quarter of 2025. The S&P 500 returned -5.6% and the MSCI ACWI decreased -3.9%, while developed non-U.S. equities (MSCI EAFE) returned -0.4%.
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![Angeles Named a Greenwich Best Investment Consultant for 8th Consecutive Year]()
14 Mar, 2025Angeles Named a Greenwich Best Investment Consultant for 8th Consecutive Year
Angeles was named Greenwich Coalition Best Investment Consultant for the 8th consecutive year. We are grateful to all of you for the continued trust in Angeles and partnership in supporting each institution's core mission & objectives.
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![Markets Rocked by Trump Show Economic Fear Across Wall Street]()
10 Mar, 2025Markets Rocked by Trump Show Economic Fear Across Wall Street
"Absent a clear idea of what 'better' is, investors are just left with the detritus of the broken global economic framework. Unless and until we see what replaces it, investors will be cautious, at best," said Michael Rosen, CIO at Angeles.
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![February 2025 Global Market Index Performance]()
3 Mar, 2025February 2025 Global Market Index Performance
After a strong start to the new year, global equity returns were mostly negative for February. The S&P 500 returned -1.3% and the MSCI ACWI decreased -0.9%, while developed non-U.S. equities...
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!['Hot Money' Flees Bitcoin ETFs at Record Pace in Risk Aversion]()
28 Feb, 2025'Hot Money' Flees Bitcoin ETFs at Record Pace in Risk Aversion
"Hot money that chases Bitcoin, or any speculative trade, flows out as fast as it entered when prices start falling," said Michael Rosen, CIO at Angeles. "It's a good reminder Bitcoin is not an investment, it is a highly speculative trade."
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