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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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![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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![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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![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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![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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![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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!['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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![Advisors Want In on Private Credit. Should They?]()
23 Feb, 2025Advisors Want In on Private Credit. Should They?
Private credit strategies are gaining traction, but is it a suitable allocation for all portfolios? Angeles Wealth Management's CEO Jonathan Foster recently told Steve Garmhausen that private credit isn't without its challenges.
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![Fed Stands Pat, Leans Hawkish with Omission of Inflation-Progress Reference]()
29 Jan, 2025Fed Stands Pat, Leans Hawkish with Omission of Inflation-Progress Reference
Angeles CIO Michael Rosen weighed in on the Fed's decision to hold rates steady, telling Reuters the bond market is selling off after the Fed dropped language about inflation moving toward 2%.
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![CFA's New OCIO Guidance Gets Mixed Reviews]()
8 Jan, 2025CFA's New OCIO Guidance Gets Mixed Reviews
Angeles Investments CIO Michael Rosen noted that while "moving toward a reporting standard is desirable," gaps remain. For instance, the guidance provides "no recommendation for how to classify hedge funds..."
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![Wall St Week Ahead Trump's First Actions & Job Data to Test Market in January]()
27 Dec, 2024Wall St Week Ahead Trump's First Actions & Job Data to Test Market in January
As the markets look to the new year and the new administration, our chief investment officer Michael Rosen spoke to Reuters to provide his perspective on what investors should expect.
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![Bloomberg Businessweek: Fed Decides to Cut]()
18 Dec, 2024Bloomberg Businessweek: Fed Decides to Cut
Bloomberg's Ira Jersey and Michael Rosen, CIO at Angeles Investments, discuss Federal Reserve officials projecting just two rate cuts in 2025, and they made it clear that future reductions would hinge on inflation progress.
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![Bonds Get Crushed as Yields Spike Despite Rate Cuts. What to Do Now.]()
17 Dec, 2024Bonds Get Crushed as Yields Spike Despite Rate Cuts. What to Do Now.
The economy - as measured by hiring and corporate profits - is "humming along," while inflation is no longer falling and has become stuck just below 3%, says Michael Rosen, chief investment officer of Angeles Investment Advisors.
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![AWM's Chloe Wohlforth and Rick Nott Added to InvestmentNews' 2024 Hot List]()
16 Dec, 2024AWM's Chloe Wohlforth and Rick Nott Added to InvestmentNews' 2024 Hot List
We're proud to share that Angeles Wealth Management's partner Chloe Wohlforth and managing director Rick Nott have been named to InvestmentNews' 2024 Hot List!
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![Some Advisors are Bullish on Commercial Real Estate - Here's Why]()
11 Dec, 2024Some Advisors are Bullish on Commercial Real Estate - Here's Why
"It's important to remember central business district office represents just one segment of the CRE market. Other areas are seeing strong demand, such as data centers, cell towers, industrial, & multifamily..." said Michael Rosen, CIO at Angeles.
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![Revisiting 60-40 Portfolio Allocations in the Wake of Volatility]()
6 Dec, 2024Revisiting 60-40 Portfolio Allocations in the Wake of Volatility
The reasoning, says CIO Michael Rosen of Angeles Investmennts, "is that stocks accrete wealth over the long term, while bonds provide a moderate but positive real yield - real meaning over inflation - and hedge against equity declines."
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![Almost Every Investor Plans to Boost Bonds]()
2 Dec, 2024Almost Every Investor Plans to Boost Bonds
Allocators still need to examine the role of fixed income in their portfolios, "given current yields and inflation prospects," says Michael Rosen, CIO of Angeles Investments.
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