ARTICLES & INSIGHTS

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CIO INSIGHTS

• 4TH QUARTER 2023 - STORMS 01-09-2024

  Confronting seemingly intractable problems with determination & innovation are necessary for investment success. Storms tells the story of the extraordinary engineer whose failed projects led to ultimate success in the US' greatest accomplishment.

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• FIRESIDE READING 03-01-2024

  Seven new selections for you - 3 fiction, 4 nonfiction - while it's still fireside reading season. Enjoy! Fiction

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• MONEY LIFE WITH CHUCK JAFFE 12-11-2023

  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 "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

  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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ANGELES INSIGHTS

• SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY 02-26-2024

  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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• WEBINAR REPLAY - THE MYSTERIOUS HORIZON 02-14-2024

  Angeles' CIO, Michael Rosen, provided a glimpse over The Mysterious Horizon. During the program, Michael examined the economy, prevailing sentiment, markets, & the structural challenges facing long-term government debt using the lens of history.

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• YEAR END NEWSLETTER 2023 12-06-2023

  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 10-30-2023

  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 09-21-2023

  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 08-23-2023

  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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IN THE NEWS

• IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS. 03-13-2024

  Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help clients making the transition from accumulating assets to creating a charitable legacy.

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• WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH 03-01-2024

  "Wall Street will embrace whatever will raise them money so that doesn't let you know whether it's good or bad," said Michael Rosen, CIO at multi-asset investment firm Angeles Investments, adding that he believes faith in cryptocurrencies...

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• AWM'S RICK NOTT RECOGNIZED AS ONE OF THE TOP BLACK FINANCIAL ADVISORS OF 2024 02-28-2024

  In celebration of Black History Month, we're thrilled Angeles Wealth Management managing director Rick Nott has been recognized in Wealth Solutions Report's Pathfinder Awards program as one of the Top Black Financial Advisors of 2024.

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MARKET UPDATE SNAPSHOTS

• FEBRUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 03-01-2024

  Global equity returns were positive for February. The S&P 500 returned 5.3\% and the MSCI ACWI increased 4.2\%, while developed non-U.S. equities (MSCI EAFE) rose 1.8\%. In the U.S., growth stocks outperformed value while small cap outperformed large...

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• JANUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 02-01-2024

  Global equity' returns were mostly positive for the first month of 2024. The S&P 500 returned 1.7\% and the MSCI ACWI increased 0.2\%, while developed non-U.S. equities rose 0.6\%. In the U.S., growth stocks outperformed value while large cap...

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• DECEMBER 2023 GLOBAL MARKET INDEX PERFORMANCE 01-02-2024

  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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