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2022年10月7日
2022年第三季度-天波
在德文郡一个寒冷的冬日, 英格兰, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. 他滑倒了,伤重不治而死. It was a sudden, but not surprising, end to a strange, but remarkable, life.
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2022年10月5日
'IN the Office' with Jon Foster, yabo亚博网站登录首页财富管理公司的首席执行官
Jon Foster of Angeles Wealth Management joins Investment新闻 anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth families build charitable legacies and maintain and pass on generational wealth.
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2022年10月3日
2022年9月全球市场指数表现
Global equities posted negative returns in September with the MSCI ACWI IMI down -9.7%和S&标准普尔500指数下跌9点.2%. 成长型股票本月表现逊于价值型股票, 小盘股表现不及大盘股. U.S. 投资级债券...
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2022年9月28日
Morris Clothier appointed Managing Director, Capital Markets & 财富顾问
Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, 资本市场和财富咨询.
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2022年9月19日
超越日常投资组合管理:OCIO的真正角色
While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our partnerships often extend beyond the boundaries of portfolio management.
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2022年9月13日
《给予理论:慈善背后的原因
“对于任何基金会来说,实现其最终目标, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for the sake of philanthropy... it's about aligning a foundations values with the entire picture..."
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2022年9月12日
2022年中期资本市场假设
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
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2022年9月1日
2022年8月全球市场指数表现
Global equities posted negative returns in August with the MSCI ACWI IMI down -3.6%和S&标普500指数下跌4点.1%. 成长型股票本月表现逊于价值型股票, 而小盘股则跑赢大盘股. U.S. 投资级...
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2022年8月31日
高油价促进捐赠
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil fuel holdings, 我们的CIO 迈克尔罗森, told Inside Higher Ed that many universities aren't budging.
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2022年8月30日
Analysis: BlackRock Too Green for Texas; Rest of Wall Street Okay - For Now
其他华尔街巨头也可能面临审查, 迈克尔·罗森说, yabo亚博网站登录首页投资公司的首席投资官. "You made your point with attacking BlackRock and the European firms, 那么下一个你要对付的怪物是谁呢?"
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2022年8月29日
当客户认为他们是不朽的:一个警世故事
在本文中, Gary分享了Angeles Wealth首席执行官的个人故事, 乔纳森•福斯特, 这凸显了即使是最聪明的人, savviest people can fail to take the appropriate steps to properly pass down their assets.
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2022年8月25日
Visits to Taiwan Raise Chinas Ire, but Unlikely to Have Market Impact
迈克尔罗森, 他是yabo亚博网站登录首页投资公司的首席投资官, says in the near-term it's not in either country's interest to impose capital constraints or other actions detrimental to foreign investments.
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2022年8月17日
Invigorating Impact: Designing an ESG Program for Community Foundation Donors
结合环境, 社会, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the investment program. Angeles takes a holistic approach to responsible investing and creates custom...
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2022年8月3日
Don't Give Up on the 60/40 Strategy It Could be Headed for Double-Digit Returns
去年9月, 迈克尔罗森, chief investment officer of Angeles Investments and Angeles Wealth, wrote in an op-ed for CNBC that the 60/40 portfolio has "reached its expiration date."
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2022年8月1日
G.O.A.T.
约翰·哈里斯在匹兹堡拥有一家溜冰场. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games to entertain the crowd. 它成了大众的最爱, ...
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2022年8月1日
2022年7月全球市场指数表现
Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1%是S&标准普尔500指数上升9点.2%,非美国发达国家股市上涨5%.按美元计算为0%. Growth stocks outperformed value stocks for the month, and small cap stocks...
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2022年7月26日
评估客户风险:顾问的9个要点
"I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time,乔纳森·福斯特说, yabo亚博网站登录首页财富管理公司的首席执行官. "They are getting the stuff that couldn't get distributed via..."
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2022年7月19日
沙滩阅读
It is definitely beach weather, and I have a dozen recommendations for you. 快乐的阅读! 虚构的白天换黑夜, Frederich ReikenMesmerizing characters woven in disparate plot threads makes this a ...
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2022年7月18日
Asset Owners Take Action to Modify Portfolios Amid Volatile Markets
“持有现金不是一项长期投资计划, 因为通货膨胀侵蚀了它的价值, but it is more attractive than the alternatives at the moment and has optionality value as well,首席信息官迈克尔·罗森说.
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2022年7月11日
2022年第二季度-钟摆
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 to engulf the Moon during a lunar eclipse, 阿里斯塔克斯运用了一些基本的几何计算...
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2022年7月11日
预测预算下降:捐赠基金如何应对
Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material increase in forecasted expenses.
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2022年7月6日
投资者研究美联储会议记录,股市小幅走高
"The challenge for monetary policy will become much more acute as the Fed is forced to balance elevated inflation with a contracting economy," 我们的CIO 迈克尔罗森 shared today with The Wall Street Journal.
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2022年7月1日
2022年6月全球市场指数表现
Global equities posted negative returns in June with the MSCI ACWI IMI down -8.6%是美国人&标准普尔500指数下跌8点.非美国发达国家股市下跌9%.以美元计算的3%. Growth stocks outperformed value stocks for the month, and small cap stocks...
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2022年6月21日
避风之所
The 下一个 decade is going to look very different from the 以前的 10 years for endowments and foundations, 尤其是高等院校. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.
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