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Insights + Media
Insights from our CIO-
![3rd Quarter 2024 - Maginot]()
8 Oct, 20243rd Quarter 2024 - Maginot
"Don't fight the last war" is sound advice to military planners, but also good guidance for investors and policymakers. Maginot examines the consequences of failing to follow this adage by investors, politicians and generals.
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14 Jan, 2025"The horror, the horror"
On a beautiful January day that exists only in California, snow-capped mountains to the east, sparkling Pacific Ocean to the west, I saw the flames starting on ...
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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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![Wall St Week Ahead Trump's First Actions & Job Data to Test Market in January]()
27 Dec, 2024Wall St Week Ahead Trump's First Actions & Job Data to Test Market in January
As the markets look to the new year and the new administration, our chief investment officer Michael Rosen spoke to Reuters to provide his perspective on what investors should expect.
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![Bloomberg Businessweek: Fed Decides to Cut]()
18 Dec, 2024Bloomberg Businessweek: Fed Decides to Cut
Bloomberg's Ira Jersey and Michael Rosen, CIO at Angeles Investments, discuss Federal Reserve officials projecting just two rate cuts in 2025, and they made it clear that future reductions would hinge on inflation progress.
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![Bonds Get Crushed as Yields Spike Despite Rate Cuts. What to Do Now.]()
17 Dec, 2024Bonds Get Crushed as Yields Spike Despite Rate Cuts. What to Do Now.
The economy - as measured by hiring and corporate profits - is "humming along," while inflation is no longer falling and has become stuck just below 3%, says Michael Rosen, chief investment officer of Angeles Investment Advisors.
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![AWM's Chloe Wohlforth and Rick Nott Added to InvestmentNews' 2024 Hot List]()
16 Dec, 2024AWM's Chloe Wohlforth and Rick Nott Added to InvestmentNews' 2024 Hot List
We're proud to share that Angeles Wealth Management's partner Chloe Wohlforth and managing director Rick Nott have been named to InvestmentNews' 2024 Hot List!
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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
![December 2024 Global Market Index Performance]()
2 Jan, 2025Read more Market UpdatesDecember 2024 Global Market Index Performance
Global equity and bond returns were negative for the final month of 2024. The S&P 500 returned -2.4% and the MSCI ACWI decreased -2.7%, while developed non-U.S. equities (MSCI EAFE) fell -2.3%. In the U.S., growth stocks outperformed value.
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