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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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25 Sep, 2024
S&P 500 Snaps Two-Day Climb With Fed in Focus: Markets Wrap
“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
Traders Brace for Least Predictable Fed Meeting in Years
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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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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8 Aug, 2024
Advisors Take Stock After AI Shares Suffer Cruel Summer
“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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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, chief investment officer of Angeles Investments in Santa Monica.
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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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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, particularly when implementing optimal tax strategies. In a piece written by our managing director Rick Nott, 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," says our partner and head of the New York office Harry Grand.
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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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30 Apr, 2024
乔恩·福斯特:《yabo亚博网站登录》
在Greg Bartalos最新一期的《yabo亚博网站登录首页》播客中, Angeles Wealth总裁兼首席执行官乔纳森•福斯特(Jonathan Foster)讨论了该公司如何与富裕家庭合作,进行多代人的财富规划, philanthropy, and more.
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30 Apr, 2024
名人、慈善、多元化:一位“金融建筑师”的见解
Angeles Wealth的董事总经理里克·诺特(Rick Nott)讲述了他成为财务顾问的个人经历. 他回顾了自己的成长经历,以及在全球金融危机期间进入该行业的经历.
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22 Mar, 2024
Advisors Increasing Allocations as Small-caps Rally
"Our investment approach tends to emphasize profits, 而且,小盘股的盈利能力通常不如大盘股," said Angeles CIO, Michael Rosen. “小盘股的杠杆也比大盘股高得多,因此风险更大..."
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19 Mar, 2024
让一家人坐到一起讨论给予比听起来要难
"The real question is 'What is our clients legacy?'" Chloe said. "What does that mean? 因此,我们要确保我们提出的计划反映了这一点,并确保它们的遗产得以传承."
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1 Mar, 2024
华尔街加速比特币的疯狂反弹并获得现金
“华尔街会接受任何能给他们带来资金的东西,所以你不会知道它是好是坏," said Michael Rosen, CIO at multi-asset investment firm Angeles Investments, adding that he believes faith in cryptocurrencies...
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28 Feb, 2024
AWM的Rick Nott被评为2024年最佳黑人财务顾问之一
In celebration of Black History Month, 我们很高兴yabo亚博网站登录首页财富管理公司总经理Rick Nott在财富解决方案报告的探路者奖项目中被认可为2024年最佳黑人财务顾问之一.
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13 Feb, 2024
风险平价量化投资下滑,因cpi引发的跌势蔓延至各资产
“我不认为这是暂时的平静,”Angeles首席信息官迈克尔•罗森(Michael Rosen)表示. 风险平价假设股票和债券是负相关的. 这在过去的20多年里一直是正确的,但今天可能不再是正确的."
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12 Feb, 2024
纳斯达克指数从接近历史高点下滑,道琼斯指数在通胀数据公布前小幅上涨
“明天的CPI报告将是另一个yabo亚博网站登录首页通胀水平的重要数据点,这将转化为我们可能看到联邦基金利率下调的速度," said Michael Rosen. "No one wants to make a big bet one way or the other."
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7 Feb, 2024
King Cash Is Being Dethroned. What to Buy Now.
Angeles Wealth的首席信息官迈克尔•罗森(Michael Rosen)表示,另一种策略就是“跟着利润走”. 他的公司强调增长而不是价值,强调大盘股而不是小盘股.S. over foreign stocks. Those characteristics are where the profits are."
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30 Jan, 2024
Microsoft, Alphabet Under Pressure to Show AI Earnings Boost
"AI is something we're trying to get a handle on, since even if it is transformative, translating that to products and profits is challenging, 我们正在努力找出未来增长的驱动力," said Michael Rosen, CIO of Angeles.
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18 Jan, 2024
Where to Invest $1 Million Right Now
Our Chief Investment Officer, Michael Rosen, 分享他对如何在当前市场上战略性地配置100万美元的见解. 看看他对固定收益的建议,以及更多yabo亚博网站登录首页平衡风险和回报的想法.
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17 Dec, 2023
It'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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14 Dec, 2023
Markets Cheer Fed Outlook, but the Rally Complicates It
"The market has been ahead of reality for the past two years, 而且在美联储将降息多少的问题上,它仍处于领先地位," said Michael Rosen, chief investment officer of Angeles Investments.
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