Latest Blog: Fireside Reading - 12/21/2023
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ARTICLES & INSIGHTS
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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 VIEW ALL MEDIA
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ARTICLES & INSIGHTS
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CIO Insights are written by Angeles' CIO Michael Rosen
Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, trader and academic.
CIO INSIGHTS
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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 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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ANGELES INSIGHTS
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SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY 02-26-2024
At the height of the pandemic, TV star Ben McKenzie was the perfect mark for cryptocurrency. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.
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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, markets, & the structural challenges facing long-term government debt using the lens of history.
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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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OUR CORE MISSION AND CULTURE 08-23-2023
Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.
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IN THE NEWS
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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 negatively correlated. That has been true for the past 20+ years, but may no longer be true today."
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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 in the Fed funds rate," said Michael Rosen. "No one wants to make a big bet one way or the other."
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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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MARKET UPDATE SNAPSHOTS
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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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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 non-U.S. equities rose 5.3\%. In the U.S., value stocks largely outperformed growth, while large cap...
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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 rose 9.3%. In the U.S., value stocks underperformed growth, while large cap slightly outperformed...
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