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Insights + Media
Insights from our CIO-
![4th Quarter 2024 - The Colbert Show]()
1 Jan, 20254th Quarter 2024 - The Colbert Show
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![Fireside Reading]()
21 Dec, 2023Fireside Reading
I hope you have a wonderful holiday season, with ample time to enjoy some good books next to a crackling fire. I have an even-dozen to recommend. Best wishes to ...
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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 2023]()
6 Dec, 2023Year End Newsletter 2023
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023.
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![Navigating Private Markets & Due Diligence]()
30 Oct, 2023Navigating Private Markets & Due Diligence
Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under the hood & examine the rigor of Angeles' due diligence process within this important asset class.
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![Sustainability at Angeles]()
21 Sep, 2023Sustainability at Angeles
Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.
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![Our Core Mission and Culture]()
23 Aug, 2023Our Core Mission and Culture
Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.
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![Test Entry]()
5 Nov, 2024Test Entry
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![It's the Magnificent Seven's Market. The Other Stocks Are Just Living in It.]()
17 Dec, 2023It's the Magnificent Seven's Market. The Other Stocks Are Just Living in It.
"Interest rates just don't matter as much as profits matter," said Michael Rosen, CIO of Angeles Investments. "Where are the profits being generated? Because that's what I want to own."
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![Markets Cheer Fed Outlook, but the Rally Complicates It]()
14 Dec, 2023Markets Cheer Fed Outlook, but the Rally Complicates It
"The market has been ahead of reality for the past two years, and it is still ahead of itself with how much the Fed is going to cut rates," said Michael Rosen, chief investment officer of Angeles Investments.
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![Chloe Wohlforth has been included on InvestmentNews' Hot List for 2023]()
4 Dec, 2023Chloe Wohlforth has been included on InvestmentNews' Hot List for 2023
WeÃre pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included on InvestmentNews' Hot List for 2023.
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![Navigating Private Markets & Due Diligence]()
30 Oct, 2023Navigating Private Markets & Due Diligence
Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under the hood & examine the rigor of Angeles' due diligence process within this important asset class.
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![Sustainability at Angeles]()
21 Sep, 2023View more Videos + PodcastsSustainability at Angeles
Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.
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Press Releases
![Council Of Independent Colleges & OCIO Firm Angeles Enter Partnership Agreement]()
8 Aug, 2023Read more Press ReleasesCouncil Of Independent Colleges & OCIO Firm Angeles Enter Partnership Agreement
Angeles Investments is proud and excited to announce a long-term agreement with the Council of Independent Colleges, aimed at enhancing endowment insights for higher education institutions across the U.S.
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Market Updates
![December 2023 Global Market Index Performance]()
2 Jan, 2024Read more Market UpdatesDecember 2023 Global Market Index Performance
Global equities posted positive returns for the final month of 2023. The S&P 500 returned 4.5% and the MSCI ACWI increased 5.2%, while developed non-U.S. equities rose 5.3%. In the U.S., value stocks largely outperformed growth, while large cap...
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