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19 Jul, 2022
Beach Reading
It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! FictionDay for Night, Frederich ReikenMesmerizing characters woven in disparate plot threads makes this a ...
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18 Jul, 2022
Asset Owners Take Action to Modify Portfolios Amid Volatile Markets
"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 optionality value as well," CIO Michael Rosen said.
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11 Jul, 2022
2nd Quarter 2022 - Pendulum
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 to engulf the Moon during a lunar eclipse, Aristarchus applied some basic geometric calculations...
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11 Jul, 2022
A Forecasted Budget Decline: How an Endowment Responded
Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material increase in forecasted expenses.
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6 Jul, 2022
Stock Markets Inch Higher as Investors Study Fed Minutes
"The challenge for monetary policy will become much more acute as the Fed is forced to balance elevated inflation with a contracting economy," our CIO Michael Rosen shared today with The Wall Street Journal.
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1 Jul, 2022
June 2022 Global Market Index Performance
Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6%, the S&P 500 down -8.3%, and non-US developed equity markets down -9.3% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...
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21 Jun, 2022
Shelter from the Storm
The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.
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15 Jun, 2022
Fed Hikes Rates by 0.75 Percentage Point, Flags Slowing Economy
"The Fed is in a very difficult position that frankly, they put themselves in by mishandling monetary policy and allowing inflation to rise as much as it has. There's just simply no sign that inflation is turning," said Michael Rosen, CIO of Angeles.
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14 Jun, 2022
What a Start!
Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"
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6 Jun, 2022
Angeles Recognized for its Commitment to Diversity, Equity, and Inclusion
Angeles Investments, celebrates the diversity, equity, and inclusion (DEI) initiatives that contributed to the firm recently being recognized as an Outstanding Practice in InvestmentNews 2022 DEI Award program.
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1 Jun, 2022
May 2022 Global Market Index Performance
Global equities posted slightly positive returns in May with the MSCI ACWI IMI up 0.1%, the S&P 500 up 0.2%, and non-US developed equity markets up 0.7% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap stocks...
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31 May, 2022
Private Equity Funds for Retail Investors? Advisors See Serious Risks
"As a general statement, providing private equity exposure to mass affluent clients is a bad idea," says Angeles Wealth Management CEO, Jonathan Foster. While private equity investing has become more mainstream in recent years, Foster warned...
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19 May, 2022
Boutique OCIOs Carve Out Niche in Crowded Market
The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others and performs about the same, and those that want something more differentiated, said Michael Rosen.
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12 May, 2022
Advisors Say Fed Is Behind Curve. Catching Up Could Be a 'Rocky Road.'
With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on the Fed's strategy.
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11 May, 2022
InvestmentNews Hosts Fifth Annual Diversity, Equity & Inclusion Awards
InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are helping to make financial advice a more diverse profession.
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11 May, 2022
High inflation, Declining Stocks and Bonds Cause Trouble for Worker pensions
Michael Rosen, managing partner and chief investment officer at Angeles Investments, joins CBS News to discuss the impact inflation coupled with the falling stock and bonds markets have had on Americans' pensions and retirement funds.
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10 May, 2022
Yellow Flag
When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the crews to move the debris off the track so it can be ...
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4 May, 2022
What Causes Inflation?
"The price of any particular good going up or down is not inflation," says Michael Rosen, CIO at Angeles Investment Advisors. "Inflation is caused by the supply-demand imbalance of money, , not the supply and demand imbalance of a particular good...
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2 May, 2022
April 2022 Global Market Index Performance
Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down -6.5% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
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2 May, 2022
April 2022 Global Market Index Performance
Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down -6.5% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
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27 Apr, 2022
Buying the Dip Can Be a Retiree's Best Friend.
The circumstances driving today's volatility wont be around forever, Angeles CIO Michael Rosen told Debbie Carlson for her latest Barron's article.
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26 Apr, 2022
Fifth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
For the fifth time, Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for five consecutive years.
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23 Apr, 2022
Beach Reading
The Lincoln Highway, Amor TowlesEmmett Watson is released from prison when his father dies to take care of his younger brother Billy. Greeting Emmett as he arrives home is the banker, there to ...
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11 Apr, 2022
1st Quarter 2022 - Shattering
So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the life of an extraordinary woman who shattered stereotypes.
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