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![December 2023 Global Market Index Performance]()
2 Jan, 2024December 2023 Global Market Index Performance
Global equities posted positive returns for the final month of 2023. The S&P 500 returned 4.5% and the MSCI ACWI increased 5.2%, while developed non-U.S. equities rose 5.3%. In the U.S., value stocks largely outperformed growth, while large cap...
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![Fireside Reading]()
21 Dec, 2023Fireside Reading
I hope you have a wonderful holiday season, with ample time to enjoy some good books next to a crackling fire. I have an even-dozen to recommend. Best wishes to all!FictionOld God's Time, Sebastian ...
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![It's the Magnificent Seven's Market. The Other Stocks Are Just Living in It.]()
17 Dec, 2023It's the Magnificent Seven's Market. The Other Stocks Are Just Living in It.
"Interest rates just don't matter as much as profits matter," said Michael Rosen, CIO of Angeles Investments. "Where are the profits being generated? Because that's what I want to own."
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![Markets Cheer Fed Outlook, but the Rally Complicates It]()
14 Dec, 2023Markets Cheer Fed Outlook, but the Rally Complicates It
"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 Michael Rosen, chief investment officer of Angeles Investments.
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![Money Life with Chuck Jaffe]()
11 Dec, 2023Money Life with Chuck Jaffe
As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his expectations for the economy and what investors should look out for in 2024.
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![Year End Newsletter 2023]()
6 Dec, 2023Year End Newsletter 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]()
4 Dec, 2023Chloe Wohlforth has been included on InvestmentNews' Hot List for 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]()
1 Dec, 2023November 2023 Global Market Index Performance
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 rose 9.3%. In the U.S., value stocks underperformed growth, while large cap slightly outperformed...
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![OCIOs Flag Potential to 'Game' Proposed GIPS Guidelines]()
27 Nov, 2023OCIOs Flag Potential to 'Game' Proposed GIPS Guidelines
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 return aggressive" composite as a portfolio with an 80/20 allocation to public equities and cash.
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![How Financial Advisor Clients Perceive the Current Environment]()
10 Nov, 2023How Financial Advisor Clients Perceive the Current Environment
Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of current macro environment conditions, year-end giving and philanthropic strategies, and more.
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![Best Books on Investing]()
8 Nov, 2023Best Books on Investing
"Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But investors can, and do, lose by underperforming the market for a myriad of reasons."
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![October 2023 Global Market Index Performance]()
1 Nov, 2023October 2023 Global Market Index Performance
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 non-U.S. equities fell -4.1%. In the U.S., value stocks underperformed growth, while large cap...
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![Navigating Private Markets & Due Diligence]()
30 Oct, 2023Navigating Private Markets & Due Diligence
Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under the hood & examine the rigor of Angeles' due diligence process within this important asset class.
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![No Recession in Sight: The US Economy Grew 4.9% Annual Rate in the 3rd Quarter]()
26 Oct, 2023No Recession in Sight: The US Economy Grew 4.9% Annual Rate in the 3rd Quarter
Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we remain fully invested," he said.
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![Here's How Many Billionaires And Millionaires Live In The U.S.]()
20 Oct, 2023Here's How Many Billionaires And Millionaires Live In The U.S.
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 Wealth Management, says that a pile of money comes with its fair share of challenges.
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![Bond Market Experts Offer Road Map for What Lies Ahead]()
13 Oct, 2023Bond Market Experts Offer Road Map for What Lies Ahead
Angeles CIO Michael Rosen recently shared with Jeff Benjamin the biggest near-term risks and opportunities within the bond market that investors should be considering.
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![3rd Quarter 2023 - Dyscrasia]()
9 Oct, 20233rd Quarter 2023 - Dyscrasia
Records of infanticide, that most heinous of crimes, have, sadly, existed throughout human history. Disability and poverty have been common explanations for this horror, but so has misguided morality. Babies born in 18th and 19th century Europe out..
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![Commentary: Hedge Funds do not Offer Value to Pension Funds and Other Investors]()
6 Oct, 2023Commentary: Hedge Funds do not Offer Value to Pension Funds and Other Investors
Angeles CIO Michael Rosen: "When I began investing in hedge funds, more than 30 years ago, the value proposition was absolute return: modest but positive returns regardless of market conditions. One percent per month was the oft-cited promise."
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![Costco Members can Stock up on Everyday Items - and Gold Bars]()
3 Oct, 2023Costco Members can Stock up on Everyday Items - and Gold Bars
"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 last 20 years, gold is up 50% ... Costco is up 2500%, or about 50 times what gold has been."
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![September 2023 Global Market Index Performance]()
2 Oct, 2023September 2023 Global Market Index Performance
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. equities fell -3.4%. In the U.S., value stocks outperformed growth, while large cap outperformed small cap...
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![The Case for Private Equity]()
28 Sep, 2023The Case for Private Equity
Angeles Wealth CEO Jon Foster discusses best practices for allocating to private equity in a time when appetite for alternative investing is on the rise. He redefines democratization, discusses best practices for deal sourcing and much more.
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![Michael Rosen on the Markets - Bloomberg Daybreak Asia]()
24 Sep, 2023Michael Rosen on the Markets - Bloomberg Daybreak Asia
Listen in as Angeles Investments' CIO and Managing Partner, Michael Rosen, delves into all things markets from fixed income to equities to emerging markets with hosts Doug Krizner and Paul Allen on 'Bloomberg Radio Daybreak Asia.'
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![Sustainability at Angeles]()
21 Sep, 2023Sustainability at Angeles
Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.
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![Beach Reading]()
18 Sep, 2023Beach Reading
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. Enjoy!House of Cotton, Monica BrashearsMagnolia ...
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