Latest Blog: Fireside Reading - 12/21/2023
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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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WEBINAR REPLAY - THE MYSTERIOUS HORIZON 02-14-2024
Angeles' CIO, Michael Rosen, provided a glimpse over The Mysterious Horizon. During the program, Michael examined the economy, prevailing sentiment, ...
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RISK-PARITY QUANTS REEL AS CPI-FUELED ROUT SPREADS ACROSS ASSETS 02-13-2024
"I don't think that this is a temporary lull," said Michael Rosen, CIO at Angeles. "Risk parity carries the assumption that stocks and bonds are ...
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NASDAQ SLIPS FROM NEAR ALL-TIME HIGH, DOW UP MODESTLY AHEAD OF INFLATION DATA 02-12-2024
"The CPI report tomorrow will be just another important data point on where inflation is and that will translate to the pace of when we may see a cut ...
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AWM APPOINTS RICK NOTT AS MANAGING DIRECTOR, CAPPING 6TH STRAIGHT YEAR OF GROWTH 02-08-2024
Rick Nott brings more than 15 years of wealth management experience, adding to our firm'srncomprehensive private wealth services and solutions. ...
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KING CASH IS BEING DETHRONED. WHAT TO BUY NOW. 02-07-2024
Another strategy is simply to "follow the profits," says Michael Rosen, CIO at Angeles Wealth. His firm emphasizes growth over value, large-caps over ...
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JANUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 02-01-2024
Global equity' returns were mostly positive for the first month of 2024. The S&P 500 returned 1.7% and the MSCI ACWI increased 0.2%, while developed ...
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MICROSOFT, ALPHABET UNDER PRESSURE TO SHOW AI EARNINGS BOOST 01-30-2024
"AI is something we're trying to get a handle on, since even if it is transformative, translating that to products and profits is challenging, and ...
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WHERE TO INVEST $1 MILLION RIGHT NOW 01-18-2024
Our Chief Investment Officer, Michael Rosen, shares his insights on where to strategically allocate $1 million in the current market. Check out his ...
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4TH QUARTER 2023 - STORMS 01-09-2024
Confronting seemingly intractable problems with determination & innovation are necessary for investment success. Storms tells the story of the ...
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DECEMBER 2023 GLOBAL MARKET INDEX PERFORMANCE 01-02-2024
Global equities posted positive returns for the final month of 2023. The S&P 500 returned 4.5% and the MSCI ACWI increased 5.2%, while developed ...
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FIRESIDE READING 12-21-2023
I hope you have a wonderful holiday season, with ample time to enjoy some good books next to a crackling fire. I have an even-dozen to recommend. Best ...
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IT'S THE MAGNIFICENT SEVEN'S MARKET. THE OTHER STOCKS ARE JUST LIVING IN IT. 12-17-2023
"Interest rates just don't matter as much as profits matter," said Michael Rosen, CIO of Angeles Investments. "Where are the profits being generated? ...
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MARKETS CHEER FED OUTLOOK, BUT THE RALLY COMPLICATES IT 12-14-2023
"The market has been ahead of reality for the past two years, and it is still ahead of itself with how much the Fed is going to cut rates," said ...
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MONEY LIFE WITH CHUCK JAFFE 12-11-2023
As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his ...
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YEAR END NEWSLETTER 2023 12-06-2023
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023. ...
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CHLOE WOHLFORTH HAS BEEN INCLUDED ON INVESTMENTNEWS' HOT LIST FOR 2023 12-04-2023
Were pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included on InvestmentNews' Hot List for 2023. ...
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NOVEMBER 2023 GLOBAL MARKET INDEX PERFORMANCE 12-01-2023
Global equities posted positive returns in November. The S&P 500 returned 9.1% and the MSCI ACWI increased 9.2%, while developed non-U.S. equities ...
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OCIOS FLAG POTENTIAL TO 'GAME' PROPOSED GIPS GUIDELINES 11-27-2023
Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total ...
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HOW FINANCIAL ADVISOR CLIENTS PERCEIVE THE CURRENT ENVIRONMENT 11-10-2023
Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of ...
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BEST BOOKS ON INVESTING 11-08-2023
"Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But ...
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OCTOBER 2023 GLOBAL MARKET INDEX PERFORMANCE 11-01-2023
Global equities continued to post negative returns in October. The S&P 500 returned -2.1% and the MSCI ACWI decreased -3.3%, while developed ...
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NAVIGATING PRIVATE MARKETS & DUE DILIGENCE 10-30-2023
Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under ...
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NO RECESSION IN SIGHT: THE US ECONOMY GREW 4.9% ANNUAL RATE IN THE 3RD QUARTER 10-26-2023
Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we ...
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HERE'S HOW MANY BILLIONAIRES AND MILLIONAIRES LIVE IN THE U.S. 10-20-2023
While it might seem like making a "best of" list for the world's wealthiest would be a one-way ticket to Easy Street, Jon Foster, CEO of Angeles ...
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