Latest Blog: Mismatch - 03/20/2023
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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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BEACH READING 04-29-2021
Beach weather is upon us in Southern California, so here are some book suggestions from my last few months of reading.Love, by Roddy DoyleTwo old ...
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U.S. ECONOMY TO SEE STRONGEST GROWTH SINCE 1950: ANGELES WEALTH MANAGEMENT CIO 04-28-2021
Michael Rosen, Angeles Wealth Management CIO & Co-Founder, joins Yahoo Finance Live to discuss outlook on the economy amid FOMC published statements. ...
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FOURTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-27-2021
For the fourth time, Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize ...
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A TREMENDOUS LOSS ON 9/11 AND THE PATH FORWARD 04-21-2021
Sept. 11, 2001 is a day most Americans cant forget, when Al-Qaida coordinated four terrorist attacks against the United States. But for Chloe ...
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ARTADIA ANNOUNCES 2021 LOS ANGELES AWARDEES 04-08-2021
The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual ...
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1ST QUARTER 2021 - COGNITIVE DISSONANCE 04-05-2021
Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably ...
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MARCH 2021 GLOBAL MARKET INDEX PERFORMANCE 04-01-2021
Global equities posted positive returns in March, with the MSCI ACWI IMI up 2.6%, the S&P 500 up 4.4%, and non-US developed equity markets up 2.3% ...
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WITH A LITTLE HELP FROM OUR FRIENDS 04-01-2021
For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined ...
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WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH 03-22-2021
I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in ...
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WEBINAR REPLAY - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 03-02-2021
Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move ...
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ARE ADVISORS REALLY DOING SOMETHING ABOUT DIVERSITY? 03-02-2021
Take Angeles Investments, a Los Angeles-based firm with over $30 billion in assets under advisement. After the protests, the firm held two three-hour ...
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FEBRUARY 2021 GLOBAL MARKET INDEX PERFORMANCE 03-01-2021
Global equities posted positive returns in February, with the MSCI ACWI IMI up 2.7%, the S&P 500 up 2.8%, non-US developed equity markets up 2.2% ...
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WHAT TO KNOW ABOUT THE AVERAGE RATE OF RETURN ON MUTUAL FUNDS 02-26-2021
"Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief ...
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MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS 02-18-2021
When Do You Take Profits? Our Chief Investment Officer, Michael Rosen, joins Global Markets Reporter, Jill Malandrino, on Nasdaq #TradeTalks to ...
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A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021
The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...
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RESILIA - PHILANTHROPY REPORT 2021 02-11-2021
While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new ...
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JANUARY 2021 GLOBAL MARKET INDEX PERFORMANCE 02-01-2021
Global equities gave up their gains for the month as January came to a close, with the MSCI ACWI IMI down -0.2%, the S&P 500 down -1.0%, non-US ...
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STOP THE GAME! 01-31-2021
Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price ...
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A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE 01-27-2021
"In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles ...
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RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS 01-20-2021
Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to ...
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ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS 01-13-2021
Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation ...
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4TH QUARTER 2020 - NA TRIOBLOIDI 01-11-2021
Betty Smyth was born in Belfast in the midst of World War Two, to a Protestant father, a butcher, and a Catholic mother, a part-time waitress. She ...
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CONSULTANTS CREATE GROUP TO FOCUS ON INDUSTRY DIVERSITY 01-05-2021
Members of the IIDC advise on a collective $4 trillion of assets held by clients in retirement plans, employee health funds, endowments, foundations ...
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DECEMBER 2020 GLOBAL MARKET INDEX PERFORMANCE 01-04-2021
Global equities continued to rally in December, with the MSCI ACWI IMI up 5.0%, the S&P 500 up 3.8%, non-US developed equity markets up 4.7 % in ...
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