Latest Blog: Fireside Reading - 03/01/2024
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ARTICLES & INSIGHTS
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THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022
"For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for ...
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MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation ...
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AUGUST 2022 GLOBAL MARKET INDEX PERFORMANCE 09-01-2022
Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6% and the S&P 500 down -4.1%. Growth stocks underperformed value ...
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HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil ...
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ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022
Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with ...
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WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022
In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can ...
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VISITS TO TAIWAN RAISE CHINAS IRE, BUT UNLIKELY TO HAVE MARKET IMPACT 08-25-2022
Michael Rosen, chief investment officer at Angeles Investments, says in the near-term it's not in either country's interest to impose capital ...
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INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 08-17-2022
Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the ...
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DON'T GIVE UP ON THE 60/40 STRATEGY IT COULD BE HEADED FOR DOUBLE-DIGIT RETURNS 08-03-2022
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 ...
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THE G.O.A.T. 08-01-2022
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 ...
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JULY 2022 GLOBAL MARKET INDEX PERFORMANCE 08-01-2022
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 ...
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EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS 07-26-2022
"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, ...
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BEACH READING 07-19-2022
It is definitely beach weather, and I have a dozen recommendations for you. Happy reading! FictionDay for Night, Frederich ReikenMesmerizing ...
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ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS 07-18-2022
"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 ...
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2ND QUARTER 2022 - PENDULUM 07-11-2022
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 ...
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A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED 07-11-2022
Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material ...
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STOCK MARKETS INCH HIGHER AS INVESTORS STUDY FED MINUTES 07-06-2022
"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 ...
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JUNE 2022 GLOBAL MARKET INDEX PERFORMANCE 07-01-2022
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 ...
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SHELTER FROM THE STORM 06-21-2022
The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. ...
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FED HIKES RATES BY 0.75 PERCENTAGE POINT, FLAGS SLOWING ECONOMY 06-15-2022
"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 ...
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WHAT A START! 06-14-2022
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 06-06-2022
Angeles Investments, celebrates the diversity, equity, and inclusion (DEI) initiatives that contributed to the firm recently being recognized as an ...
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MAY 2022 GLOBAL MARKET INDEX PERFORMANCE 06-01-2022
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 ...
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PRIVATE EQUITY FUNDS FOR RETAIL INVESTORS? ADVISORS SEE SERIOUS RISKS 05-31-2022
"As a general statement, providing private equity exposure to mass affluent clients is a bad idea," says Angeles Wealth Management CEO, Jonathan ...
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