Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on our clients and industry.

ARTICLES & INSIGHTS

• 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 extraordinary engineer whose failed projects led to ultimate success in the US' greatest accomplishment.

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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 wishes to ...

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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 expectations for the economy and what investors should look out for in 2024.

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• GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

  In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.

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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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• 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 the hood & examine the rigor of Angeles' due diligence process within this important asset class.

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• SUSTAINABILITY AT ANGELES 09-21-2023

  Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.

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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 non-U.S. equities rose 0.6%. In the U.S., growth stocks outperformed value while large cap...

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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 small-caps, and U.S. over foreign stocks. Those characteristics are where the profits are."

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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 we're trying to figure out the drivers of growth going forward," said Michael Rosen, CIO of Angeles.

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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 recommendations for fixed income and more thoughts on balancing risk and return.

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