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• MARKETS CHEER FED OUTLOOK, BUT THE RALLY COMPLICATES IT 12-14-2023

  "The market has been ahead of reality for the past two years, and it is still ahead of itself with how much the Fed is going to cut rates," said ...

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• MONEY LIFE WITH CHUCK JAFFE 12-11-2023

  As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his ...

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• YEAR END NEWSLETTER 2023 12-06-2023

  We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023. ...

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• CHLOE WOHLFORTH HAS BEEN INCLUDED ON INVESTMENTNEWS' HOT LIST FOR 2023 12-04-2023

  Were pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included on InvestmentNews' Hot List for 2023. ...

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• NOVEMBER 2023 GLOBAL MARKET INDEX PERFORMANCE 12-01-2023

  Global equities posted positive returns in November. The S&P 500 returned 9.1% and the MSCI ACWI increased 9.2%, while developed non-U.S. equities ...

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• OCIOS FLAG POTENTIAL TO 'GAME' PROPOSED GIPS GUIDELINES 11-27-2023

  Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total ...

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• HOW FINANCIAL ADVISOR CLIENTS PERCEIVE THE CURRENT ENVIRONMENT 11-10-2023

  Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of ...

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• BEST BOOKS ON INVESTING 11-08-2023

  "Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But ...

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• OCTOBER 2023 GLOBAL MARKET INDEX PERFORMANCE 11-01-2023

  Global equities continued to post negative returns in October. The S&P 500 returned -2.1% and the MSCI ACWI decreased -3.3%, while developed ...

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• NAVIGATING PRIVATE MARKETS & DUE DILIGENCE 10-30-2023

  Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under ...

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• NO RECESSION IN SIGHT: THE US ECONOMY GREW 4.9% ANNUAL RATE IN THE 3RD QUARTER 10-26-2023

  Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we ...

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• HERE'S HOW MANY BILLIONAIRES AND MILLIONAIRES LIVE IN THE U.S. 10-20-2023

  While it might seem like making a "best of" list for the world's wealthiest would be a one-way ticket to Easy Street, Jon Foster, CEO of Angeles ...

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• BOND MARKET EXPERTS OFFER ROAD MAP FOR WHAT LIES AHEAD 10-13-2023

  Angeles CIO Michael Rosen recently shared with Jeff Benjamin the biggest near-term risks and opportunities within the bond market that investors ...

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• 3RD QUARTER 2023 - DYSCRASIA 10-09-2023

  Records of infanticide, that most heinous of crimes, have, sadly, existed throughout human history. Disability and poverty have been common ...

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• COMMENTARY: HEDGE FUNDS DO NOT OFFER VALUE TO PENSION FUNDS AND OTHER INVESTORS 10-06-2023

  Angeles CIO Michael Rosen: "When I began investing in hedge funds, more than 30 years ago, the value proposition was absolute return: modest but ...

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• COSTCO MEMBERS CAN STOCK UP ON EVERYDAY ITEMS - AND GOLD BARS 10-03-2023

  "Costco members would be much better served buying a share of Costco than an ounce of gold" says Michael Rosen, CIO of Angeles. "If you look at the ...

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• SEPTEMBER 2023 GLOBAL MARKET INDEX PERFORMANCE 10-02-2023

  Global equities posted negative returns in September. The S&P 500 returned -4.8% and the MSCI ACWI decreased -4.2%, while developed non-U.S. ...

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• THE CASE FOR PRIVATE EQUITY 09-28-2023

  Angeles Wealth CEO Jon Foster discusses best practices for allocating to private equity in a time when appetite for alternative investing is on the ...

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• MICHAEL ROSEN ON THE MARKETS - BLOOMBERG DAYBREAK ASIA 09-24-2023

  Listen in as Angeles Investments' CIO and Managing Partner, Michael Rosen, delves into all things markets from fixed income to equities to emerging ...

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• SUSTAINABILITY AT ANGELES 09-21-2023

  Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests ...

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• BEACH READING 09-18-2023

  September is still beach time, so I have a few more recommendations for you. One nonfiction and four fiction, including my (so far) book of the year. ...

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• HERE ARE BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS 09-15-2023

  Angeles Wealth's CEO Jonathan Foster spoke with Barron's Advisor for their latest article breaking down the different approaches of top independent ...

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• SHORT-TERM BONDS, U.S. STOCKS ATTRACTIVE AS RECESSION SIGNALS FADE 09-13-2023

  With the prospects of a recession or bear market moving farther away, short-duration bonds and U.S. public equities are increasingly attractive for ...

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• WHEN WILL CONSUMERS STOP BUYING? IT'S A KEY QUESTION FOR THE STOCK MARKET 09-10-2023

  "The market has been expecting a recession for the past year or so, and has been wrong," said Michael Rosen, chief investment officer at Angeles ...

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