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![High Oil Prices Offer Endowment Boost]()
31 Aug, 2022High Oil Prices Offer Endowment Boost
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil fuel holdings, our CIO Michael Rosen, told Inside Higher Ed that many universities aren't budging.
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![Analysis: BlackRock Too Green for Texas; Rest of Wall Street Okay - For Now]()
30 Aug, 2022Analysis: BlackRock Too Green for Texas; Rest of Wall Street Okay - For Now
Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with attacking BlackRock and the European firms, so then who is the next bogeyman you have to go after?"
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![When Clients Think They Are Immortal: A Cautionary Tale]()
29 Aug, 2022When Clients Think They Are Immortal: A Cautionary Tale
In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can fail to take the appropriate steps to properly pass down their assets.
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![Visits to Taiwan Raise ChinaÃs Ire, but Unlikely to Have Market Impact]()
25 Aug, 2022Visits to Taiwan Raise ChinaÃs Ire, but Unlikely to Have Market Impact
Michael Rosen, chief investment officer at Angeles Investments, says in the near-term it's not in either country's interest to impose capital constraints or other actions detrimental to foreign investments.
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![Invigorating Impact: Designing an ESG Program for Community Foundation Donors]()
17 Aug, 2022Invigorating Impact: Designing an ESG Program for Community Foundation Donors
Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the investment program. Angeles takes a holistic approach to responsible investing and creates custom...
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![Don't Give Up on the 60/40 Strategy It Could be Headed for Double-Digit Returns]()
3 Aug, 2022Don't Give Up on the 60/40 Strategy It Could be Headed for Double-Digit Returns
Last September, Michael Rosen, chief investment officer of Angeles Investments and Angeles Wealth, wrote in an op-ed for CNBC that the 60/40 portfolio has "reached its expiration date."
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![THE G.O.A.T.]()
1 Aug, 2022THE G.O.A.T.
John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games to entertain the crowd. It became a crowd favorite, ...
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![July 2022 Global Market Index Performance]()
1 Aug, 2022July 2022 Global Market Index Performance
Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1%, the S&P 500 up 9.2%, and non-US developed equity markets up 5.0% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...
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![Evaluating Client Risk: 9 Takeaways for Advisors]()
26 Jul, 2022Evaluating Client Risk: 9 Takeaways for Advisors
"I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, CEO of Angeles Wealth Management. "They are getting the stuff that couldn't get distributed via..."
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![Beach Reading]()
19 Jul, 2022Beach Reading
It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! FictionDay for Night, Frederich ReikenMesmerizing characters woven in disparate plot threads makes this a ...
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![Asset Owners Take Action to Modify Portfolios Amid Volatile Markets]()
18 Jul, 2022Asset Owners Take Action to Modify Portfolios Amid Volatile Markets
"Holding cash is not a long-term investment plan, as inflation erodes its value, but it is more attractive than the alternatives at the moment and has optionality value as well," CIO Michael Rosen said.
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![2nd Quarter 2022 - Pendulum]()
11 Jul, 20222nd Quarter 2022 - Pendulum
Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow to engulf the Moon during a lunar eclipse, Aristarchus applied some basic geometric calculations...
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![A Forecasted Budget Decline: How an Endowment Responded]()
11 Jul, 2022A Forecasted Budget Decline: How an Endowment Responded
Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material increase in forecasted expenses.
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![Stock Markets Inch Higher as Investors Study Fed Minutes]()
6 Jul, 2022Stock Markets Inch Higher as Investors Study Fed Minutes
"The challenge for monetary policy will become much more acute as the Fed is forced to balance elevated inflation with a contracting economy," our CIO Michael Rosen shared today with The Wall Street Journal.
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![June 2022 Global Market Index Performance]()
1 Jul, 2022June 2022 Global Market Index Performance
Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6%, the S&P 500 down -8.3%, and non-US developed equity markets down -9.3% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...
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![Shelter from the Storm]()
21 Jun, 2022Shelter from the Storm
The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.
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![Fed Hikes Rates by 0.75 Percentage Point, Flags Slowing Economy]()
15 Jun, 2022Fed Hikes Rates by 0.75 Percentage Point, Flags Slowing Economy
"The Fed is in a very difficult position that frankly, they put themselves in by mishandling monetary policy and allowing inflation to rise as much as it has. There's just simply no sign that inflation is turning," said Michael Rosen, CIO of Angeles.
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![What a Start!]()
14 Jun, 2022What a Start!
Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"
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![Angeles Recognized for its Commitment to Diversity, Equity, and Inclusion]()
6 Jun, 2022Angeles Recognized for its Commitment to Diversity, Equity, and Inclusion
Angeles Investments, celebrates the diversity, equity, and inclusion (DEI) initiatives that contributed to the firm recently being recognized as an Outstanding Practice in InvestmentNewsà 2022 DEI Award program.
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![May 2022 Global Market Index Performance]()
1 Jun, 2022May 2022 Global Market Index Performance
Global equities posted slightly positive returns in May with the MSCI ACWI IMI up 0.1%, the S&P 500 up 0.2%, and non-US developed equity markets up 0.7% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap stocks...
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![Private Equity Funds for Retail Investors? Advisors See Serious Risks]()
31 May, 2022Private Equity Funds for Retail Investors? Advisors See Serious Risks
"As a general statement, providing private equity exposure to mass affluent clients is a bad idea," says Angeles Wealth Management CEO, Jonathan Foster. While private equity investing has become more mainstream in recent years, Foster warned...
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![Boutique OCIOs Carve Out Niche in Crowded Market]()
19 May, 2022Boutique OCIOs Carve Out Niche in Crowded Market
The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others and performs about the same, and those that want something more differentiated, said Michael Rosen.
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![Advisors Say Fed Is Behind Curve. Catching Up Could Be a 'Rocky Road.']()
12 May, 2022Advisors Say Fed Is Behind Curve. Catching Up Could Be a 'Rocky Road.'
With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on the Fed's strategy.
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![InvestmentNews Hosts Fifth Annual Diversity, Equity & Inclusion Awards]()
11 May, 2022InvestmentNews Hosts Fifth Annual Diversity, Equity & Inclusion Awards
InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are helping to make financial advice a more diverse profession.
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