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    • TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME

      TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME 09-01-2021

      Pensions are moving away from core fixed income as they seek to make a tradeoff between volatility and yield, said Michael Rosen, principal and CIO at ...

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    • AUGUST 2021 GLOBAL MARKET INDEX PERFORMANCE

      AUGUST 2021 GLOBAL MARKET INDEX PERFORMANCE 09-01-2021

      Global equities posted positive returns in August, with the MSCI ACWI IMI up 2.5%, the S&P 500 up 3.0%, and non-US developed equity markets up 1.8% ...

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    • ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS

      ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS 08-10-2021

      "It's easy to exclude coal companies or bad actors from your portfolio and only invest in companies that are green. The real impact comes from taking ...

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    • ANGELES RESPONSIBLE INVESTING POLICY - 2021

      ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021

      Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important ...

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    • BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE

      BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE 08-03-2021

      "There is an enormous illiquidity aspect to investing in infrastructure, said Michael Rosen, principal and CIO at Angeles Investment Advisors. These ...

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    • JULY 2021 GLOBAL MARKET INDEX PERFORMANCE

      JULY 2021 GLOBAL MARKET INDEX PERFORMANCE 08-02-2021

      Global equities posted positive returns in July, with the MSCI ACWI IMI up 0.5%, the S&P 500 up 2.4%, and non-US developed equity markets up 0.8% ...

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    • BEACH READING

      BEACH READING 07-29-2021

      A few more outstanding books for your summer readingBlack Buck, Mateo AskaripourThis is an exceptional debut novel about a brilliant (Bronx Science ...

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    • STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG

      STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 07-08-2021

      What lies ahead for stocks, bonds, and other asset classes? Our Chief Investment Officer, Michael Rosen, joins Bloomberg Radio to share his outlook on ...

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    • 2ND QUARTER 2021 - ALL IN THE STARS

      2ND QUARTER 2021 - ALL IN THE STARS 07-07-2021

      Concrete has been used as a building material since the Roman Empire 2,000 years ago. It has high compressive strength (it doesn't crack under heavy ...

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    • EQUITIES REMAIN THE PLACE TO BE FOR LONG-TERM GROWTH: ANGELES WEALTH MANAGEMENT

      EQUITIES REMAIN THE PLACE TO BE FOR LONG-TERM GROWTH: ANGELES WEALTH MANAGEMENT 07-06-2021

      Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by ...

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    • JUNE 2021 GLOBAL MARKET INDEX PERFORMANCE

      JUNE 2021 GLOBAL MARKET INDEX PERFORMANCE 07-01-2021

      Global equities posted positive returns in June, with the MSCI ACWI IMI up 1.2% and the S&P 500 up 2.3%, while non-US developed equity markets fell ...

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    • 4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR

      4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR 06-24-2021

      "There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and ...

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    • ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY

      ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY 06-11-2021

      Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business ...

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    • REASONS TO BE BULLISH ON THE ECONOMY RIGHT NOW

      REASONS TO BE BULLISH ON THE ECONOMY RIGHT NOW 06-05-2021

      The economy will see the fastest growth this year since 1950, says Michael Rosen of Angeles Investments. Corporations are short of supply in face of a ...

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    • STOCKS POP AS SOLID JOBS REPORT SOOTHES INVESTOR FEARS

      STOCKS POP AS SOLID JOBS REPORT SOOTHES INVESTOR FEARS 06-04-2021

      "This is not a game-changer for the Fed," said Michael Rosen, managing partner and chief investment officer with Angeles Wealth. Rosen added that the ...

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    • WHAT FINANCIAL ADVISERS ARE READING THIS SUMMER

      WHAT FINANCIAL ADVISERS ARE READING THIS SUMMER 06-03-2021

      "Think Again: The Power of Knowing What You Dont Know" (2021) by Adam M. Grant - For professional growth, this one is fascinating to me. Think Again ...

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    • WHAT'S NEXT FOR THE ADVISOR'S OFFICE?

      WHAT'S NEXT FOR THE ADVISOR'S OFFICE? 06-03-2021

      Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create ...

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    • MAY 2021 GLOBAL MARKET INDEX PERFORMANCE

      MAY 2021 GLOBAL MARKET INDEX PERFORMANCE 06-01-2021

      Global equities posted positive returns in May, with the MSCI ACWI IMI up 1.5%, the S&P 500 up 0.7%, and non-US developed equity markets up 3.3% in ...

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    • A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE

      A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021

      Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO. ...

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    • STOCKS CLOSE MOSTLY LOWER AS YELLEN SAYS INTEREST RATES LIKELY TO RISE

      STOCKS CLOSE MOSTLY LOWER AS YELLEN SAYS INTEREST RATES LIKELY TO RISE 05-04-2021

      Michael Rosen, Managing Partner and CEO at Angeles Wealth Management, says Yellen's comments threw a wrench into the market, even though her comments ...

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    • APRIL 2021 GLOBAL MARKET INDEX PERFORMANCE

      APRIL 2021 GLOBAL MARKET INDEX PERFORMANCE 05-03-2021

      Global equities posted positive returns in April, with the MSCI ACWI IMI up 4.3%, the S&P 500 up 5.3%, and non-US developed equity markets up 3.0% ...

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    • RVK AND ANGELES TOP GREENWICH CONSULTANT RANKINGS FOUR YEARS STRAIGHT

      RVK AND ANGELES TOP GREENWICH CONSULTANT RANKINGS FOUR YEARS STRAIGHT 04-30-2021

      Michael Rosen, Angeles' chief investment officer, says his firm's size gives it a structural advantage. Angeles, which just marked its 20th ...

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    • BEACH READING

      BEACH READING 04-29-2021

      Beach weather is upon us in Southern California, so here are some book suggestions from my last few months of reading.Love, by Roddy DoyleTwo old ...

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    • U.S. ECONOMY TO SEE STRONGEST GROWTH SINCE 1950: ANGELES WEALTH MANAGEMENT CIO

      U.S. ECONOMY TO SEE STRONGEST GROWTH SINCE 1950: ANGELES WEALTH MANAGEMENT CIO 04-28-2021

      Michael Rosen, Angeles Wealth Management CIO & Co-Founder, joins Yahoo Finance Live to discuss outlook on the economy amid FOMC published statements. ...

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