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15 Nov, 2024
Fink Pushes BlackRock Into High-Stakes Bet on Private Markets
"Money is flowing into private assets, and BlackRock wants to be in a position to capture that," said Michael Rosen, chief investment officer of Angeles Investments.
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13 Nov, 2024
Trump Redux: Where Investment Advisors See Opportunity
In a recent conversation with Steve Garmhausen at Barron's, Michael Rosen, CIO at Angeles said "Public policy has a marginal effect on companies and sectors. What matters more is underlying fundamentals."
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7 Nov, 2024
Instant View: Fed Cuts Rates 25 bp, as Expected
"The reality is that inflation remains above target, the economy is humming above trend, and the Fed will have to moderate its easing program," said Michael Rosen, CIO at Angeles Investments.
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1 Nov, 2024
October 2024 Global Market Index Performance
Global equity and bond returns were negative in October. The S&P 500 returned -0.7% while the MSCI ACWI decreased -2.3%, and developed non-U.S. equities (MSCI EAFE) fell -5.4%. In the U.S., growth stocks...
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31 Oct, 2024
Some Advisors Urge Caution On Big Estate Gifts
With the potential sunset of the Tax Cuts and Jobs Act on the horizon, our managing director Rick Nott, recently spoke with Edward Hayes to discuss how Angeles Wealth is guiding clients through anticipated tax and estate implications.
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31 Oct, 2024
Sign of Broader Institutional Consultants' Expansion into Wealth Management
Jonathan Foster, a wealth management veteran suggested the firm "create something for families," Michael Rosen said "you need to lead it." Foster became president & CEO of AWM, which currently represents an additional $2+ billion in AUM.
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24 Oct, 2024
Having the Hard Conversations Around Multi-Generational Wealth
AWM's President & CEO Jonathan Foster recently joined Derek Schwartz on the Advisor Lab Podcast to discuss family wealth dynamics & the unique wealth management needs of ultra-high-net-worth families & individuals when it comes to preserving wealth.
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17 Oct, 2024
Webinar 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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17 Oct, 2024
Citadel Staff's Fund Stake Triples to $9 Billion in Four Years
"We appreciate the integrity it takes to acknowledge" that a fund has more money than it needs, said Michael Rosen, CIO at Angeles Investment Advisors, speaking generally. "There's a strong financial incentive to hold onto capital because..."
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14 Oct, 2024
Financial Literacy Lessons Can Pave the Way for Planning Conversations
In a recent article for WealthManagement.com, our managing director Rick Nott outlines practical strategies for empowering heirs to be financial stewards for their family.
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10 Oct, 2024
Time to Get on The China ETF Train? Advisors Speak Up
"Unless and until the government reembraces the capitalist policies that propelled the extraordinary accretion of wealth in the economy, we will likely remain structurally underweight Chinese equities," said Michael Rosen, CIO at Angeles.
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8 Oct, 2024
3rd 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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3 Oct, 2024
If a Soft Landing Is in the Cards, Why Aren't Small-Cap Stocks Rallying?
"It's profits that matter, and the profits are not being generated by the Russell 2000 companies. They're being generated by these big megacap companies, and that's why they're the market leaders." said Michael Rosen, CIO at Angeles.
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1 Oct, 2024
September 2024 Global Market Index Performance
Global equity and bond returns were positive in September. The S&P 500 returned 2.1%, the MSCI ACWI increased 2.3%, and developed non-U.S. equities (MSCI EAFE) rose 0.9%. In the U.S., growth stocks outperformed value.
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27 Sep, 2024
The S&P 500 Hit Multiple Records This Week, But It's Still Nvidia's Market
"Equity markets are driven by profits and the companies that generate the most profits are the ones that lead the market," said Michael Rosen, managing partner and CIO at Angeles Investments.
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26 Sep, 2024
Bond Markets Search for Value as Equities Eye Profits
This afternoon, our CIO Michael Rosen joined Nicole Petallides on Schwab Network to discuss the market's response to the Fed rate cut, the state of the bond market, equity performance and more. Tune in to hear more of Michael's perspective.
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25 Sep, 2024
S&P 500 Snaps Two-Day Climb With Fed in Focus: Markets Wrap
"What's changed a bit with the 50 basis point move was a willingness by the Fed to move faster, to be more accommodative, to be more receptive to economic conditions, as opposed to just focusing on inflation," said Michael Rosen, CIO at Angeles.
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18 Sep, 2024
Traders Brace for Least Predictable Fed Meeting in Years
As we await the Fed's rate cut decision, our CIO Michael Rosen shares his insights with Reuters on the state of the bond market. He discusses why we believe the market has misjudged the pace of monetary policy over the past 3 years.
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3 Sep, 2024
August 2024 Global Market Index Performance
Despite a rocky start to the month, global equity and bond returns were positive in August. The S&P 500 returned 2.4%, the MSCI ACWI increased 2.3%, and developed non-U.S. equities (MSCI EAFE) rose 3.3%.
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30 Aug, 2024
Stock Market Is in the Homestretch of 2024. It's Time to Buckle Up & Branch Out
With the bond market rallying and long-term treasuries outperforming, Angeles CIO, Michael Rosen questions how much momentum remains: "How much of a rally is left in bonds, even if you expect a massive drop in rates?"
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13 Aug, 2024
Beach Reading
Six new books for you, all fiction, all great. I hope you enjoy!The Sellout, Paul BeattyThis is possibly the most brilliant satirical novel since A Confederacy of Dunces. The protagonist, known by his ...
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8 Aug, 2024
Advisors Take Stock After AI Shares Suffer Cruel Summer
"It's a legitimate debate about the pace of growth in the future, and the appropriate valuation, but the best performers will be those that generate the most profits," said Michael Rosen, chief investment officer at Angeles Investments.
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1 Aug, 2024
July 2024 Global Market Index Performance
Global equity and bond returns were positive in July. The S&P 500 returned 1.2%, the MSCI ACWI increased 2.1%, and developed non-U.S. equities (MSCI EAFE) rose 2.9%. In the U.S., value stocks significantly outperformed growth.
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1 Aug, 2024
AWM 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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