Latest Blog: Yellow Flag - 05/10/2022
-
-
ARTICLES & INSIGHTS
-
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
-
-
SEARCH ALL MEDIA
508 RESULTS
SEARCH TOOLS-
JANUARY 2020 GLOBAL MARKET INDEX PERFORMANCE 02-03-2020
After a strong start to the year, global equities gave up gains at month end with the MSCI ACWI IMI down -1.3% as coronavirus concerns weighed on ...
READ MORE -
FROM THE KENTUCKY COAL MINES TO THE CALIFORNIA SUN 01-14-2020
Rupp Arena is one of the iconic venues for college basketball in the country. It is named for Adolph Rupp, the legendary coach of the University of ...
READ MORE -
4TH QUARTER 2019 - UNA ROSA BLANCA 01-09-2020
How do you misplace a 5-ton, 18-foot tall statue? Residents of New York City may shrug when told it was in the care of the City Parks Department (as ...
READ MORE -
THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY 01-07-2020
Allocations to private equity have been increasing in most of our client portfolios over the past decade, reflecting the growing opportunity set and ...
READ MORE -
DECEMBER 2019 GLOBAL MARKET INDEX PERFORMANCE 01-02-2020
Global equities finished 2019 in a robust fashion, with the MSCI ACWI IMI up +3.5% in December and +26.4% for the year. U.S. equity rose +3.0% as ...
READ MORE -
HELMSLEY FOUNDATION BEGINS NEW DECADE WITH PLENTY OF DRY POWDER 12-23-2019
"There are those who have tried to time the market and have been spectacularly wrong, for forever, and I don't think that's likely to reverse," said ...
READ MORE -
FIRESIDE READING 12-18-2019
To sit near a warm fire in a comfortable chair on a cold night is one of life's pleasures that I hope you will be able to treasure over the holidays. ...
READ MORE -
NOVEMBER 2019 GLOBAL MARKET INDEX PERFORMANCE 12-05-2019
Global equities continued to rally in November, with the MSCI ACWI IMI up +2.5%. U.S. equity was the best performing major equity index, which rose ...
READ MORE -
RAY DALIO IS MORE FAMOUS THAN EVER AND DELIVERING SUBPAR RETURNS 12-04-2019
While Rosen dropped Bridgewater several years ago because he doesnt think a macro strategy makes sense in the current environment, it didnt affect his ...
READ MORE -
YEAR END NEWSLETTER 12-02-2019
As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and ...
READ MORE -
3RD QUARTER 2019 - RED SCARE 11-06-2019
November 11, 1918 marked the end of the Great War, and Americans celebrated with parties and parades across the country. Hardly had the ticker-tape ...
READ MORE -
THE PRIVATE EQUITY PARADOX 11-05-2019
"A critical mass of assets is necessary to attract and maintain sufficient resources to be able to identify superior investment ideas. But exceptional ...
READ MORE -
FIGHT FOR CRUMBS? MOST HEDGE INVESTORS PLAN TO ADD $50M OR LESS 10-30-2019
With stocks and bonds performing strongly this year, it's hard for many investors to be anywhere else, says Michael Rosen, principal and CIO at ...
READ MORE -
BALANCE 10-29-2019
October 1987 was a memorable month for me. It began with the 5.9 magnitude Whittier Narrows quake that rocked my downtown building (like all tall ...
READ MORE -
FISHER INVESTMENTS SEES MORE INVESTORS JUMP SHIP 10-28-2019
"We see placing money with a firm as an expression of trust and partnership with that firm. There is no relationship we have in which the personal ...
READ MORE -
CHLOE WOHLFORTH, CFP JOINS ANGELES WEALTH MANAGEMENT AS MANAGING DIRECTOR 10-16-2019
Angeles Wealth Management is pleased to announce that Chloe Wohlforth, CFP has joined the firm as Managing Director of the firm's New York Office, ...
READ MORE -
2019 ANGELES INVESTMENT SYMPOSIUM: PRECISION MEDICINE: THE FUTURE OF HEALTH CARE 10-15-2019
Angeles Symposium on "Precision Medicine: The Future of Health Care" occurred on October 15, 2019 on the UCLA campus in Los Angeles, CA, and was ...
WATCH VIDEO -
HELLO, HEDGE SPECIALISTS. AND GOODBYE TO (SOME) GENERALISTS 10-02-2019
Healthcare and TMT strategies now make up a majority of the thematic hedge fund and private equity exposure at Angeles Investment Advisors, says ...
READ MORE -
HEDGE FUND RESCUED THEME PARK AS CO-FOUNDER BUILT PROPERTY DREAM 09-26-2019
"Even if they made any disclosures, that doesnt ameliorate the ethical problem," said Michael Rosen, chief investment officer for Angeles Investment ...
READ MORE -
THE OCIO INDUSTRY IS THE 'WILD WEST.' HERES HOW TO TAME IT. 09-10-2019
Michael Rosen, chief investment officer at Angeles, said hes surprised that other OCIO firms are not using GIPS Standards to measure their ...
READ MORE -
NO WINNERS 08-07-2019
Berry Gordy, the legendary founder of Motown Records, had a genius for spotting talent and creating stars: Mary Wells, Diana Ross and Gladys Knight; ...
READ MORE -
INTERVIEW W/ MICHAEL ROSEN: HYBRID FUND STRUCTURES TEE UP OPTIONS 08-07-2019
Investors have a hard time deciding which allocation bucket hedge fund-private equity crossover products belong in, says Michael Rosen, principal and ...
READ MORE -
WHAT ASSET MANAGERS HAVE ON THEIR SUMMER READING LISTS 08-01-2019
Michael Rosen, chief investment officer, Angeles Investment Advisors: Brenda Wineapple, The Impeachers. History tends to gloss over the first ...
READ MORE -
MORE (NOT NECESSARILY) BEACH READING 07-29-2019
For many people, the beach is an escape, and they want their beach books to transport them to worlds of fantasy. Coming up with a recommended beach ...
READ MORE
-
-
We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
- MANAGER INQUIRIES
-
SUBSCRIBE TO ANGELES' INSIGHTS
Get the latest investment information and stay on top of market trends.
-
CONTACT US
SANTA MONICA
429 SANTA MONICA BLVD,
SUITE 650
SANTA MONICA, CA 90401
310.393.6300
GET DIRECTIONS -
CONTACT US
NEW YORK
375 PARK AVENUE,
SUITE 2209
NEW YORK, NY 10152
212.451.9240
GET DIRECTIONS -
CHICAGO
400 N. MICHIGAN AVE,
SUITE S1700
CHICAGO, IL 60611
312.212.6843
GET DIRECTIONS
How Can We Help You?
Institutional InvestorsFully resourced investment office built to manage sophisticated client investment programs
Private WealthPersonalized discretionary portfolio and wealth management services powered by institutional process
Investment ManagementRigorous process and a flexible platform designed to meet client needs
Articles & InsightsLatest insights and perspectives from the Angeles team
Contact UsGet in touch