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![U.S. Inching Toward Recession as Growth Concerns Mount, says Angeles CIO]()
27 Apr, 2023U.S. Inching Toward Recession as Growth Concerns Mount, says Angeles CIO
In a recent article for P&I, Angeles CIO Michael Rosen discusses the hope to be found in the the pace of innovation occurring across industries such as artificial intelligence, drug discovery, and renewable energy that offer exceptional..
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![Sixth Consecutive Year Angeles Wins the Greenwich Quality Leader Award]()
26 Apr, 2023Sixth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
Angeles Investments has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth consecutive year achieving this accolade.
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![Angeles Private Investment Company (APIC) Announcement]()
18 Apr, 2023Angeles Private Investment Company (APIC) Announcement
Angeles Investments announced today the formation of Angeles Private Investment Company (APIC) and the appointment of Derrick Cruz as Chief Executive Officer effective April 12th.
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![1st Quarter 2023 - Dam(n)]()
11 Apr, 20231st Quarter 2023 - Dam(n)
Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is some of the most scenic landscape in eastern North America, which verdant mountains and deep...
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![Advisor Training: Here Are Firms' Best Practices]()
5 Apr, 2023Advisor Training: Here Are Firms' Best Practices
President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's training process and how our boutique practice allows for 1-on-1 mentorship to ensure young talent...
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![March 2023 Global Market Index Performance]()
3 Apr, 2023March 2023 Global Market Index Performance
Global equities posted positive returns in March and for the first quarter of 2023. The S&P 500 returned 3.7% and the MSCI ACWI increased 2.5%, with non-U.S. equities underperforming U.S. equities for the month. In the U.S., growth outperformed..
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![Fireside Reading]()
30 Mar, 2023Fireside Reading
Six fiction and seven nonfiction books to recommend. Happy reading!FictionLessons in Chemistry, Bonnie GarmusElizabeth Zott is a talented chemistry student, pursuing a graduate degree in 1961 when she ...
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![Angeles Scouts Growth, VC for PE Buildout]()
24 Mar, 2023Angeles Scouts Growth, VC for PE Buildout
Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO sees opportunities in growth equity and early and late-stage venture capital, CIO Michael Rosen...
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![Mismatch]()
20 Mar, 2023Mismatch
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 his opinion about lending with interest, replied, ...
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![ESG and Tax Benefits ArenÃt Just for the Rich Anymore]()
20 Mar, 2023ESG and Tax Benefits ArenÃt Just for the Rich Anymore
A new kind of index investing is "direct indexing" a customized basket of stocks that tracks the benchmark of the investor's choosing. This bespoke approach offers many benefits, including tax-loss harvesting and the ability to tailor a...
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![Stretching Your Dollar: How to Protect Your Wealth By Setting Up a Trust]()
16 Mar, 2023Stretching Your Dollar: How to Protect Your Wealth By Setting Up a Trust
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]()
1 Mar, 2023Angeles 2023 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
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![February 2023 Global Market Index Performance]()
1 Mar, 2023February 2023 Global Market Index Performance
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 decreased -2.8%. Non-U.S. equities modestly outperformed U.S. equities for the month, with the MSCI...
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![Inflation Continues to Weigh on Institutional Investors - Angeles CIO]()
24 Feb, 2023Inflation Continues to Weigh on Institutional Investors - Angeles CIO
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic activity, said Michael A. Rosen, co-founder, managing partner and CIO of Angeles Investments.
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![No Pivot Is Imminent Says The Fed]()
23 Feb, 2023No Pivot Is Imminent Says The Fed
The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michael's full interview with Nicole Petallides to hear his thoughts on the current market environment and the months ahead.
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![Angeles Investments Earns B Corporation Certification]()
15 Feb, 2023Angeles Investments Earns B Corporation Certification
Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in discretionary assets under management (as of September 30, 2022), announced that it has been certified...
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![Webinar Replay - A Box of Chocolates]()
14 Feb, 2023Webinar Replay - A Box of Chocolates
As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief Investment Officer, Michael Rosen for a discussion on the markets & the economy
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![Supporting Diversity: Partnership & Engagement to Improve Industry Standards]()
9 Feb, 2023Supporting Diversity: Partnership & Engagement to Improve Industry Standards
Diversity, equity, and inclusion (DEI) is critical to Angeles' philosophy, including our manager research process. While we actively seek out DEI-focused managers, Angeles believes it is important to also encourage our high conviction managers...
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![January 2023 Global Market Index Performance]()
1 Feb, 2023January 2023 Global Market Index Performance
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, non-U.S. equities outperformed U.S. equities for the month. In the U.S., growth outperformed...
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![How Direct Indexing Will Evolve In 2023]()
18 Jan, 2023How Direct Indexing Will Evolve In 2023
Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing will change in 2023, which he believes will greatly benefit both financial advisors and...
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![Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.]()
12 Jan, 2023Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.
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, which is typically a period of high demand for the heating fuel...
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![4th Quarter 2022 - Kapitalismus]()
5 Jan, 20234th Quarter 2022 - Kapitalismus
Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in Sicily and elsewhere, but revolutionary fervor arose most dramatically in France. On 22 February...
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![December 2022 Global Market Index Performance]()
3 Jan, 2023December 2022 Global Market Index Performance
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 weakness continued, non-U.S. equity market performance outperformed U.S. equity performance for the...
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![Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin]()
16 Dec, 2022Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a private wealth advisory firm in Santa Monica, California.
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