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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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OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE 11-01-2022
Global equities posted positive returns in October with the MSCI ACWI IMI up 6.2% and the S&P 500 up 8.1%. Growth stocks underperformed value stocks ...
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WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022
For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising. ...
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FIRESIDE READING 10-18-2022
It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and ...
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ANGELES: ESG IS HERE TO STAY 10-17-2022
Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth ...
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3RD QUARTER 2022 - SKYWAVE 10-07-2022
On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died ...
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'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT 10-05-2022
Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth ...
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SEPTEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 10-03-2022
Global equities posted negative returns in September with the MSCI ACWI IMI down -9.7% and the S&P 500 down -9.2%. Growth stocks underperformed ...
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MORRIS CLOTHIER APPOINTED MANAGING DIRECTOR, CAPITAL MARKETS & WEALTH ADVISORY 09-28-2022
Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory. ...
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BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 09-19-2022
While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our ...
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THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022
"For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for ...
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MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation ...
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AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE 09-01-2022
Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6% and the S&P 500 down -4.1%. Growth stocks underperformed value ...
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HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil ...
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ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022
Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with ...
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WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022
In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can ...
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VISITS TO TAIWAN RAISE CHINAS IRE, BUT UNLIKELY TO HAVE MARKET IMPACT 08-25-2022
Michael Rosen, chief investment officer at Angeles Investments, says in the near-term it's not in either country's interest to impose capital ...
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INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 08-17-2022
Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the ...
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DON'T GIVE UP ON THE 60/40 STRATEGY IT COULD BE HEADED FOR DOUBLE-DIGIT RETURNS 08-03-2022
Last September, Michael Rosen, chief investment officer of Angeles Investments and Angeles Wealth, wrote in an op-ed for CNBC that the 60/40 portfolio ...
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THE G.O.A.T. 08-01-2022
John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games to ...
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JULY 2022 GLOBAL MARKET INDEX PERFORMANCE 08-01-2022
Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1%, the S&P 500 up 9.2%, and non-US developed equity markets up 5.0% in ...
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EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS 07-26-2022
"I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, ...
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BEACH READING 07-19-2022
It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! FictionDay for Night, Frederich ReikenMesmerizing ...
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ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS 07-18-2022
"Holding cash is not a long-term investment plan, as inflation erodes its value, but it is more attractive than the alternatives at the moment and has ...
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2ND QUARTER 2022 - PENDULUM 07-11-2022
Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow ...
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