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![Angeles Investments' Michael Rosen on US Markets]()
31 Jul, 2023Angeles Investments' Michael Rosen on US Markets
Michael Rosen, chief investment officer at Angeles Investments, discusses his outlook and investment strategies for US markets. He speaks with Bloomberg's Haidi Stroud-Watts and Shery Ahn on "Bloomberg Daybreak: Australia."
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![Giving]()
27 Jul, 2023Giving "Foxy" a Voice - A Discussion with Michael Rosen on Q2-2023 Commentary
In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.
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![Investors Haven't Been This Optimistic About the Stock Market Since April 2021]()
21 Jul, 2023Investors Haven't Been This Optimistic About the Stock Market Since April 2021
Michael Rosen, managing partner and chief investment officer at Angeles Investments, recently told Money that earnings disappointments in the coming weeks could lead to a "disproportionate drop" in share prices.
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![2nd Quarter 2023 - Foxy]()
6 Jul, 20232nd Quarter 2023 - Foxy
A famous 20th century philosopher finds wisdom in an ancient Greek poet, and in so doing, shows us the path to successful investing. Please enjoy this quarter's letter, Foxy.
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![June 2023 Global Market Index Performance]()
3 Jul, 2023June 2023 Global Market Index Performance
Global equities surged in June, capping off a very strong first half of the year. The S&P 500 returned 6.6% and the MSCI ACWI increased 5.8%, while developed non-U.S. equities rose 4.6%. In the U.S., value stocks slightly underperformed growth...
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![Mission Absolutely Possible]()
29 Jun, 2023Mission Absolutely Possible
From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent Higher Education in "Mission Absolutely Possible."
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![An Allocator's Journey with William Yung of Angeles Investments]()
28 Jun, 2023An Allocator's Journey with William Yung of Angeles Investments
William Yung, Partner, and Director of Private Markets at Angeles Investments takes us on his career journey from wealth management to investment manager research for one of the financial industryÃs innovative leaders in OCIO & investment consulting.
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![A Family Foundation Manifests its Legacy Through Philanthropy]()
27 Jun, 2023A Family Foundation Manifests its Legacy Through Philanthropy
When it comes to philanthropic efforts, it should all start with "why." Marta Ferro shares the story of how the Berman Family Foundation manifests its legacy with philanthropy by bringing together multiple generations to develop a shared mission.
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![Beach Reading]()
20 Jun, 2023Beach Reading
Most of you know that I don't favor romance novels for reading on the beach (or anywhere else, for that matter, although that's not a judgment about people who like them!), and I apologize that this ...
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![What Bull Market for Stocks? Investors Are Still Sitting on a Pile of Cash]()
14 Jun, 2023What Bull Market for Stocks? Investors Are Still Sitting on a Pile of Cash
Michael Rosen, co-founder and CIO of Angeles Investments, which advises endowments, foundations and private pension funds, still thinks a lot of cash on the sidelines and sustained bearishness about stocks could be a signal to move into stocks.
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![Chloe Wohlforth Has Been Included in InvestmentNews' 40 Under 40 List]()
13 Jun, 2023Chloe Wohlforth Has Been Included in InvestmentNews' 40 Under 40 List
We're pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included in InvestmentNews' 40 Under 40 list! Honorees exhibit success in the advisory business, contribute to and promote the financial advice profession.
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![Howard Perlow Named Angeles Investments' 1st CEO]()
8 Jun, 2023Howard Perlow Named Angeles Investments' 1st CEO
Chief Investment Officer recently covered our announcement that Angeles Investments co-founder, Howard Perlow, has been appointed the firm's first-ever CEO and that David Brief has been promoted to the newly created role, Head of OCIO.
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![This Market Could Continue to Run: CIO on Investing Amid Recession Fears]()
8 Jun, 2023This Market Could Continue to Run: CIO on Investing Amid Recession Fears
Our CIO Michael Rosen joined BNN Bloomberg to discuss how investors should be positioning their portfolios in the wake of recessionary fears.
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![Angeles Investments appoints Howard Perlow as CEO & David Brief as Head of OCIO]()
7 Jun, 2023Angeles Investments appoints Howard Perlow as CEO & David Brief as Head of OCIO
Angeles Investments announced today the firm's co-founder Howard Perlow has been appointed its first-ever CEO and David Brief into the newly created role, Head of OCIO.rn
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![May 2023 Global Market Index Performance]()
1 Jun, 2023May 2023 Global Market Index Performance
Global equities posted negative returns in May. The S&P 500 returned 0.4% and the MSCI ACWI decreased -1.2%, with developed non-U.S. equities underperforming at -4.2%. In the U.S., value stocks largely underperformed growth, while the Russell 2000...
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![Endowments Tap Alumni For PE Opportunities, But Does It Pay Off?]()
25 May, 2023Endowments Tap Alumni For PE Opportunities, But Does It Pay Off?
"It's not clear to me, absent a fund-by-fund review, that Yale generated better returns because the alumni were better investorsÃor if they were average investors, but the low fees resulted in better than average returns," said Michael Rosen
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![RIA Roundtable: Takeaways From The Ongoing Turmoil In Regional Banking]()
25 May, 2023RIA Roundtable: Takeaways From The Ongoing Turmoil In Regional Banking
In a recent article, Harry Grand, head of our New York office, discussed how the recent banking turmoil shines a light on how our clients benefit from our open architecture approach that leads to more personalized service.
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![Stretching Your Dollar: How a US Default Could Affect Your Investment Portfolio]()
23 May, 2023Stretching Your Dollar: How a US Default Could Affect Your Investment Portfolio
How could a potential default impact your investment portfolio? Angeles CIO Michael Rosen joined Cheddar News to discuss what Americans should be thinking about as debt ceiling talks continue.
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![What is a Diverse Manager? Evolving Consultant Definitions Raise Questions]()
16 May, 2023What is a Diverse Manager? Evolving Consultant Definitions Raise Questions
In the last few years, there has been a push from groups like the Institutional Investing Diversity Cooperative to have OCIOs and consultants move this definition up to 50%, said Anna McGibbons, a senior managing director at Angeles Investments.
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![What Wealthy Families Need From Advisors]()
11 May, 2023What Wealthy Families Need From Advisors
What will prompt more women to choose to be a financial advisor? "It comes down to the huge shift in wealth, control of assets from men to women, that people have been talking about for many years," says Chloe Wohlforth, of Angeles Wealth Management.
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![Angeles Investments Publishes 2022 DEI Report]()
3 May, 2023Angeles Investments Publishes 2022 DEI Report
Angeles Investments released their 2022 Diversity, Equity, and Inclusion Annual Report which details its internal and external DEI activity, progress, and milestones from the 2022 calendar year in addition to goals for the year ahead.
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![The Federal Reserve Just Raised Interest Rates Again - 2 Important Money Moves]()
2 May, 2023The Federal Reserve Just Raised Interest Rates Again - 2 Important Money Moves
If you have high-interest debt, the best move is to pay it off, Angeles Wealth Management CEO Jonathan Foster says. "Start with the highest rate debt first, then the debt that turns variable next, regardless of the current rate." Foster says.
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![Angeles 2022 Diversity, Equity, and Inclusion (DEI) Annual Report]()
1 May, 2023Angeles 2022 Diversity, Equity, and Inclusion (DEI) Annual Report
2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global economy and implications for markets, heightened concerns about climate change and its impact on...
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![April 2023 Global Market Index Performance]()
1 May, 2023April 2023 Global Market Index Performance
Global equities posted positive returns in April. The S&P 500 returned 1.6% and the MSCI ACWI increased 1.3%, with developed non-U.S. equities leading the way up 2.8%. In the U.S., value stocks slightly outperformed growth, while the Russell 2000...
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