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Insights + Media
Insights from our CIO-
![4th Quarter 2024 - The Colbert Show]()
22 Jan, 20254th Quarter 2024 - The Colbert Show
Louis XIV was a financial genius whose policies both enabled the rise of France and contributed to its eventual decline. The lessons of that time are more relevant today as the world turns back to adopting many of those same economic principles.
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![Fireside Reading]()
18 Feb, 2025Fireside Reading
Three nonfiction and three fiction recommendations for your fireside reading. Enjoy!
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![Money Life with Chuck Jaffe]()
11 Dec, 2023Money Life with Chuck Jaffe
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]()
27 Jul, 2023Giving "Foxy" a Voice - A Discussion with Michael Rosen on Q2-2023 Commentary
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 2024]()
12 Dec, 2024Year End Newsletter 2024
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2024.
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![Webinar Replay - Politics and Profits]()
17 Oct, 2024Webinar Replay - Politics and Profits
On election day, investors often face a range of important questions and considerations. Elections matter on many levels, but do they matter to the markets? Do markets fare better under Democrats or Republicans?
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024AWM Speaker Series Featuring Bestselling Author Morgan Housel
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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![2023 Sustainability Report]()
5 Apr, 20242023 Sustainability Report
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2023.
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!['Hot Money' Flees Bitcoin ETFs at Record Pace in Risk Aversion]()
28 Feb, 2025'Hot Money' Flees Bitcoin ETFs at Record Pace in Risk Aversion
"Hot money that chases Bitcoin, or any speculative trade, flows out as fast as it entered when prices start falling," said Michael Rosen, CIO at Angeles. "It's a good reminder Bitcoin is not an investment, it is a highly speculative trade."
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![Advisors Want In on Private Credit. Should They?]()
23 Feb, 2025Advisors Want In on Private Credit. Should They?
Private credit strategies are gaining traction, but is it a suitable allocation for all portfolios? Angeles Wealth Management's CEO Jonathan Foster recently told Steve Garmhausen that private credit isn't without its challenges.
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![Fed Stands Pat, Leans Hawkish with Omission of Inflation-Progress Reference]()
29 Jan, 2025Fed Stands Pat, Leans Hawkish with Omission of Inflation-Progress Reference
Angeles CIO Michael Rosen weighed in on the Fed's decision to hold rates steady, telling Reuters the bond market is selling off after the Fed dropped language about inflation moving toward 2%.
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![CFA's New OCIO Guidance Gets Mixed Reviews]()
8 Jan, 2025CFA's New OCIO Guidance Gets Mixed Reviews
Angeles Investments CIO Michael Rosen noted that while "moving toward a reporting standard is desirable," gaps remain. For instance, the guidance provides "no recommendation for how to classify hedge funds..."
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024AWM Speaker Series Featuring Bestselling Author Morgan Housel
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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![Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency]()
26 Feb, 2024View more Videos + PodcastsSpeaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency
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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Press Releases
![AWM Recognized as RIA of the Year by Institutional Investor's RIA Intel]()
1 Aug, 2024Read more Press ReleasesAWM Recognized as RIA of the Year by Institutional Investor's RIA Intel
Angeles Wealth Management celebrates its recognition as RIA Intel's registered investment advisor (RIA) of the Year in the "$1 billion - $10 billion assets under management (AUM)" category.
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Market Updates
![January 2025 Global Market Index Performance]()
3 Feb, 2025Read more Market UpdatesJanuary 2025 Global Market Index Performance
Global equity and bond returns were positive for the first month of 2025. The S&P 500 returned 2.8% and the MSCI ACWI increased 3.3%, while developed non-U.S. equities (MSCI EAFE) rose 5.3%. In the U.S., growth stocks underperformed value.
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