-
Search All Media
685 Results-
![High inflation, Declining Stocks and Bonds Cause Trouble for Worker pensions]()
11 May, 2022High inflation, Declining Stocks and Bonds Cause Trouble for Worker pensions
Michael Rosen, managing partner and chief investment officer at Angeles Investments, joins CBS News to discuss the impact inflation coupled with the falling stock and bonds markets have had on Americans' pensions and retirement funds.
-
![Yellow Flag]()
10 May, 2022Yellow Flag
When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the crews to move the debris off the track so it can be ...
-
![What Causes Inflation?]()
4 May, 2022What Causes Inflation?
"The price of any particular good going up or down is not inflation," says Michael Rosen, CIO at Angeles Investment Advisors. "Inflation is caused by the supply-demand imbalance of money, , not the supply and demand imbalance of a particular good...
-
![April 2022 Global Market Index Performance]()
2 May, 2022April 2022 Global Market Index Performance
Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down -6.5% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
-
![April 2022 Global Market Index Performance]()
2 May, 2022April 2022 Global Market Index Performance
Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down -6.5% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
-
![Buying the Dip Can Be a Retiree's Best Friend.]()
27 Apr, 2022Buying the Dip Can Be a Retiree's Best Friend.
The circumstances driving today's volatility wonÃt be around forever, Angeles CIO Michael Rosen told Debbie Carlson for her latest Barron's article.
-
![Fifth Consecutive Year Angeles Wins the Greenwich Quality Leader Award]()
26 Apr, 2022Fifth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
For the fifth time, Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for five consecutive years.
-
![Beach Reading]()
23 Apr, 2022Beach Reading
The Lincoln Highway, Amor TowlesEmmett Watson is released from prison when his father dies to take care of his younger brother Billy. Greeting Emmett as he arrives home is the banker, there to ...
-
![1st Quarter 2022 - Shattering]()
11 Apr, 20221st Quarter 2022 - Shattering
So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the life of an extraordinary woman who shattered stereotypes.
-
![Empowering Women Throughout Their Financial Journeys]()
9 Apr, 2022Empowering Women Throughout Their Financial Journeys
Angeles Wealth Management Managing Director Chloe Wohlforth joins Jill Malandrino on Nasdaq TradeTalks for Financial Literacy Month to discuss empowering women throughout their financial journeys.
-
![Allocators Are Investing Like a Recession Is on the Way]()
8 Apr, 2022Allocators Are Investing Like a Recession Is on the Way
Rising geopolitical risks, which have led to more fragmentation in the world economy, are adding to allocators' bearish outlooks, according to Michael Rosen, chief investment officer at Angeles Investments.
-
![Outstanding Practice in the Excellence in Diversity, Equity & Inclusion Awards]()
4 Apr, 2022Outstanding Practice in the Excellence in Diversity, Equity & Inclusion Awards
Today, we're honored to share that Angeles Investments has been recognized as an Outstanding Practice in the Investment News Excellence in Diversity, Equity & Inclusion Awards.
-
![March 2022 Global Market Index Performance]()
1 Apr, 2022March 2022 Global Market Index Performance
Global equities posted positive returns in March with the MSCI ACWI IMI up 2.0%, the S&P 500 up 3.7%, and non-US developed equity markets up 0.6% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...
-
![Financial Advisors Building Up Holistic Planning Capabilities]()
28 Mar, 2022Financial Advisors Building Up Holistic Planning Capabilities
Marta Ferro, Angeles Investments Managing Director of Philanthropy Services and Mission Aligned Investing, believes it's important to humanize your approach toward guiding clients to reach their financial and philanthropic goals.
-
![The 60/40 Portfolio Needs a Rethink. What to Do Now.]()
22 Mar, 2022The 60/40 Portfolio Needs a Rethink. What to Do Now.
With inflation now surging and interest rates on the rise, a rethink of long-term investment strategy may be in order. Our CIO, Michael Rosen gives his thoughts on the latest from Lauren Foster in Barron's.
-
![Q&A w/ Michael Rosen: Energy Best Place to]()
15 Mar, 2022Q&A w/ Michael Rosen: Energy Best Place to "Hide" from Potential Recession
The odds of an economic recession are increasing in the country as the Federal Reserve is forced to take a more aggressive approach due to inflation. Our CIO Michael Rosen addresses this & more with Lisa Mattackal on the Reuters Global Markets Forum.
-
![Seeking Liquidity, Texas ERS Also Got a High-yield Bargain]()
14 Mar, 2022Seeking Liquidity, Texas ERS Also Got a High-yield Bargain
Portfolio construction is particularly crucial within high-yield ETFs, Mr. Rosen emphasized, noting a distinct return gap that shows up over 10 years, a result of discrepancies among the high-yield indexes that the largest ETF sponsors replicate.
-
![Webinar Replay - Pandemic, Inflation, War - Investing Amidst Uncertainty]()
2 Mar, 2022Webinar Replay - Pandemic, Inflation, War - Investing Amidst Uncertainty
The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and discuss the prospects for inflation, the economy and investments. Oh, and there's a European land war g
-
![February 2022 Global Market Index Performance]()
1 Mar, 2022February 2022 Global Market Index Performance
Global equities posted negative returns in February with the MSCI ACWI IMI down -2.3%, the S&P 500 down -3.0%, and non-US developed equity markets down -1.8% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap...
-
![The Russia-Ukraine War: What Investors Should - and Shouldn't - Do Now]()
25 Feb, 2022The Russia-Ukraine War: What Investors Should - and Shouldn't - Do Now
This history is pertinent, says Michael Rosen, managing partner and CIO at Angeles Investments and Angeles Wealth Management: "History tells us that major geopolitical events will have almost no impact on markets after six to 12 months."
-
![Angeles 2021 Diversity, Equity, and Inclusion (DEI) Annual Report (12-31-21)]()
22 Feb, 2022Angeles 2021 Diversity, Equity, and Inclusion (DEI) Annual Report (12-31-21)
In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantly clear that the quality of our team is not only one of our strongest competitive advantages, but also key to cultivating... Updated 12-31-21
-
![Angeles 2022 Long Term Capital Market Assumptions]()
18 Feb, 2022Angeles 2022 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
-
![Ron Carson's Pursuit of Significance]()
14 Feb, 2022Ron Carson's Pursuit of Significance
Jon Foster, president and CEO at Angeles Wealth, a Los Angeles-based RIA with more than $900 million in assets, worked closely with the founder at Carson Group from 2009 to 2011. Foster said Carson was "mercurial" and Type A "with a capital A".
-
![Recapping Earnings Season So Far]()
10 Feb, 2022Recapping Earnings Season So Far
Our CIO Michael Rosen broke down earnings to date, record-high inflation, why he's opposed to bonds and in favor of equities, and more with Nicole Petallides at TD Ameritrade.
-
