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17 Oct, 2024
Webinar Replay - Politics and Profits
在选举日,投资者往往面临一系列重要问题和考虑. 选举在很多层面上都很重要,但它们对市场有影响吗? 市场在民主党和共和党的领导下表现更好吗?
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17 Oct, 2024
Citadel员工基金持股4年增至90亿美元
“我们欣赏承认”一只基金拥有超出其需求的资金所需要的诚信, said Michael Rosen, CIO at Angeles Investment Advisors, speaking generally. “持有资本有很强的经济动机,因为..."
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10 Oct, 2024
Time to Get on The China ETF Train? Advisors Speak Up
“除非政府重新接受推动经济中财富非凡增长的资本主义政策, 我们可能会在结构性上继续减持中国股票," said Michael Rosen, CIO at Angeles.
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8 Oct, 2024
3rd Quarter 2024 - Maginot
“不要打最后一场战争”是对军事规划者的明智建议, 但也为投资者和政策制定者提供了很好的指导. 马其诺考察了投资者没有遵循这句格言的后果, politicians and generals.
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3 Oct, 2024
如果软着陆是可能的,为什么小盘股没有反弹?
“重要的是利润,而利润不是由罗素2000指数成分股公司产生的. 它们是由这些市值巨大的公司产生的,这就是为什么它们是市场领导者." said Michael Rosen, CIO at Angeles.
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1 Oct, 2024
September 2024 Global Market Index Performance
9月份,全球股票和债券的回报率为正. 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&标普500指数本周屡创新高,但仍是英伟达的市场
“股票市场是由利润驱动的,产生最多利润的公司是引领市场的公司," said Michael Rosen, managing partner and CIO at Angeles Investments.
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26 Sep, 2024
债券市场寻找价值,而股票则着眼于利润
This afternoon, 我们的首席信息官Michael Rosen在嘉信理财网络上与Nicole Petallides一起讨论了市场对美联储降息的反应, 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&标普500指数结束连续两天的涨势,美联储关注股市
“50个基点的变动带来了一点变化,那就是美联储愿意加快行动, 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
交易员准备迎接多年来最难以预测的美联储会议
As we await the Fed's rate cut decision, 我们的首席信息官Michael Rosen与路透社分享了他对债券市场现状的见解. 他讨论了为什么我们认为市场在过去三年里误判了货币政策的步伐.
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3 Sep, 2024
August 2024 Global Market Index Performance
尽管8月份开局不稳,但全球股票和债券8月份的回报率仍为正. 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
随着债券市场的反弹和长期国债的表现, Angeles CIO, 迈克尔·罗森质疑还有多少动能:“债券市场还有多少反弹空间, 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, 保罗·比蒂:这可能是自《yabo亚博网站登录》以来最杰出的讽刺小说. The protagonist, known by his ...
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8 Aug, 2024
人工智能股票遭遇酷暑后,投资顾问开始盘点股票
“这是一场yabo亚博网站登录首页未来增长速度的合理辩论, and the appropriate valuation, 但表现最好的将是那些产生最多利润的公司," said Michael Rosen, chief investment officer at Angeles Investments.
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1 Aug, 2024
July 2024 Global Market Index Performance
7月份全球股票和债券的回报率为正. 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被《yabo亚博网站登录首页》的RIA Intel评为年度最佳RIA
Angeles财富管理公司在“10亿美元至100亿美元资产管理”类别中被评为RIA英特尔的年度注册投资顾问(RIA).
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22 Jul, 2024
Geopolitics is Back to Break Markets' Stride
"For thirty years, 投资者从全球最伟大的全球化时代和地缘政治稳定中获益," said Michael Rosen, 圣莫尼卡天使投资公司的首席投资官.
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8 Jul, 2024
2nd Quarter 2024 - Verschlimmbesserung
投资者在评估股市波动性和流动性风险时犯了两个大错误. Solving for one problem creates a far bigger one, a notion captured by this mouthful of a German word, Verschlimmbesserung.
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5 Jul, 2024
在利率居高不下的情况下,基金经理们年年中都在寻找收益
利率“越高越长”的前景,使得短期固定收益资产尤其具有吸引力. In a recent CNBC article, our CIO, Michael Rosen, 讨论了我们如何在投资组合中使用贷款抵押债券(clo).
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1 Jul, 2024
June 2024 Global Market Index Performance
6月份,全球股票和债券的回报率大多为正. The S&P 500 returned 3.6%, the MSCI ACWI increased 1.9%, and developed non-U.S. equities (MSCI EAFE) fell -1.6%. In the U.S., growth stocks significantly outperformed value.
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10 Jun, 2024
A Backdoor Roth and 2 More Ways to Save on Taxes
代代相传的家族财富需要周密的规划, 特别是在实施最佳税收策略时. 我们的总经理里克·诺特写了一篇文章, he explores three crucial, lesser-known, strategies.
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5 Jun, 2024
Will We See a Global Tax on Billionaires?
我们的总经理里克·诺特向苏珊·利普指出.S. 美国财政部长珍妮特·耶伦(Janet Yellen)反对对亿万富翁征收全球财富税,这与美国的资本主义和创业价值观是一致的.
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5 Jun, 2024
离婚顾问列举了离婚诉讼中最容易被忽视的财务问题
"It's not just about investing, 但在这个困难时期,除了提供实用的财务建议外,他们还需要为客户提供情感支持和同理心,我们的合伙人、纽约办事处负责人哈里·格兰德(Harry Grand)说.
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5 Jun, 2024
新兴市场股市的最新一轮疲软可能不会持续
"EM markets as a whole have been less profitable. 它们的估值较低,但那是因为它们应该估值较低。. He also notes the consistent outperformance & reliability of the U.S. compared to international markets.
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