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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS SEARCH MEDIA
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ANGELES SCOUTS GROWTH, VC FOR PE BUILDOUT 03-24-2023
Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO ...
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MISMATCH 03-20-2023
Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked ...
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ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023
A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This ...
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STRETCHING YOUR DOLLAR: HOW TO PROTECT YOUR WEALTH BY SETTING UP A TRUST 03-16-2023
Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts. ...
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ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023
This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation ...
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FEBRUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 03-01-2023
Following a very strong start to the year in January, global equities gave up gains in February. The S&P 500 returned -2.4%, while the MSCI ACWI ...
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INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO 02-24-2023
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic ...
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NO PIVOT IS IMMINENT SAYS THE FED 02-23-2023
The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michaels full interview with Nicole ...
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ANGELES INVESTMENTS EARNS B CORPORATION CERTIFICATION 02-15-2023
Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in ...
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WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023
As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief ...
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SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 02-09-2023
Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out ...
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JANUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 02-01-2023
Global equities posted positive returns in January. The S&P 500 returned 6.3%, while the MSCI ACWI increased by 7.4%. As dollar weakness continued, ...
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HOW DIRECT INDEXING WILL EVOLVE IN 2023 01-18-2023
Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing ...
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NATURAL-GAS PRICES ARE TOPSY-TURVY. EXPECT MORE SWINGS THIS WINTER. 01-12-2023
Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, ...
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4TH QUARTER 2022 - KAPITALISMUS 01-05-2023
Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in ...
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DECEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 01-03-2023
After a 2-month rally, global equities posted negative returns in December. The S&P 500 returned -5.8%, while the MSCI ACWI fell -3.8%. As dollar ...
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BLACKSTONE'S REAL ESTATE FUND FOR WEALTHY PROMPTS SEC QUERIES, INVESTOR SCRUTIN 12-16-2022
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a ...
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ANGELES WEALTH LAUNCHES COMPREHENSIVE MISSION-RELATED INVESTING PROGRAM 12-08-2022
Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable ...
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DON'T GIVE UP ON CHARITABLE GIVING JUST YET 12-05-2022
Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will ...
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NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 12-01-2022
For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6%, while the MSCI ACWI advanced 7.6% return as ...
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TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the ...
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YEAR END NEWSLETTER 2022 11-21-2022
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022. ...
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"EVERYTHING HUMAN IS PATHETIC" 11-18-2022
This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, ...
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FAT BEAR TIME WEBINAR 11-01-2022
Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment ...
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