Investments
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Tim Side, CFA® – Investment Strategist “Prediction is very difficult, especially if it’s about the future.” -Niels Bohr[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war…
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Investment Team Click here to download the PDF Monthly Observations Santa Claus Rally in November? Markets rebounded with a vengeance in November after Fed comments indicated less potential for future monetary tightening which spurred a…
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By Aoifinn Devitt, CFP® – Chief Investment Officer We are into December and have already given “thanks” for the harvest. But this is the busiest time of year for that other kind of harvesting – of tax…
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By Rick Bettger, MBA – Investment Research Analyst You might have to go all the way back to the 1980s to see a headline like the one that ran in the Wall Street Journal on…
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Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis. The event brought together a panel of private equity industry leaders, including Mark Allsteadt, Jon…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Here in Chicago Thanksgiving was sunny but brisk. Now it is just very brisk. It is a reminder that winter – albeit delayed – comes around after all. The…
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By Aoifinn Devitt, CFP® – Chief Investment Officer As the holidays approach, there is a miracle in the air. But not the usual festive kind. Consumers were already starting to expect lower inflation – and Tuesday’s CPI…
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Investment Team Click here to download the PDF Monthly Observations No Calendar Effect This Time October was a challenging month for investors as both stocks and bonds fell lower. While markets initially looked through the…
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By Aoifinn Devitt, CFP® – Chief Investment Officer October turned out to be a little spooky after all. The month launched somewhat unsteadily, reeling from a “September effect” which did exactly what it said on the tin…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Many of our clients have read this recent article in the Wall Street Journal and have asked us to respond. It cites the banner performance of the traditional 60/40…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It’s cooling down outside now, but earnings season is heating up. As expected the outlooks are looking warm and cozy, at least so far, with a wide range of…
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By Aoifinn Devitt, CFP® – Chief Investment Officer The quarter started with a bang but ended with a whimper, as a surging stock market in July was cut short by a more subdued month of August and…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Temperatures are dropping, leaves are turning and everywhere there is a chill in the air. The tragic events playing out on the geopolitical stage, now in the Middle East,…
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Tim Side, CFA® – Investment Strategist Rick Bettger – Investment Research Analyst Click here to download the PDF Monthly Observations September Lives Up to Long-Term Reputation September has the reputation as the worst performing month of…
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By Aoifinn Devitt, CFP® – Chief Investment Officer The end of Q3 is upon us and September has proven to be a month of transition. We have transitioned into a little more edginess in markets, as inflation…
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“Only when the tide goes out do you discover who’s been swimming naked.” – Warren Buffett, Chairman & CEO Berkshire Hathaway Executive Summary Private Equity is navigating a complex landscape that presents both challenges and opportunities…
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Mark Webster, CFA – Senior Investment Research Analyst Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research The last decade has not been kind to those arguing for active management within investment portfolios,…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Just as the weather started to cool down, inflation has been picking up. The latest inflation figures released this week showed a small uptick in month-on-month inflation, largely attributable…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research Tim Side, CFA® – Investment Strategist Click here to download the PDF Monthly Observations Historically Weak Month Proves Weak Volatility turned upward after a calm…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Summer’s lease hath all too short a date. Sonnet 18, William Shakespeare As we near the end of official summer, the economy continues to hum along like a lazy…
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By Aoifinn Devitt, CFP® – Chief Investment Officer It must be mid-August because the Halloween candy and costumes have hit the store aisles. Like corporations and their earnings stores have become adept at telegraphing activity like holidays…
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Moneta Investment Team Click here to download the PDF Monthly Observations Second Half of 2023 Starts With a Bang There was no stopping the upward momentum that started in June as most risk markets moved…
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by Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy and Research “That is the sound of inevitability.” With all the buzz about artificial intelligence (AI) these days, this quote from 1999’s hit movie, The…
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Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.”– Allan Meltzer, Historian for the Federal Reserve If market pundits had known that the first half of 2023 would contain a few…