Investments
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Aoifinn Devitt – Chief Investment Officer It was a week that saw great pomp and fanfare across the Atlantic as the official coronation of King Charles III took place in the UK. On this side of…
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Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder to note the workers that have been shoring up the still-resilient economy and are continuing…
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Aoifinn Devitt – Chief Investment Officer Although only early April, violent Spring storms have already worked their way across much of the Midwest, disrupting flights and wreaking havoc in small communities. In a similar fashion, the…
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Quarterly Letter “Only when the tide goes out do you discover who has been swimming naked.”– Warren Buffett Every few years a financial crisis arises that brings to mind this famous Warren Buffett quote. The trigger…
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Aoifinn Devitt – Chief Investment Officer We are often told to listen to the bond market as the “truthsayer” when it comes to the actual state of the US economy and its outlook. This refrain is…
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Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research “That will be 20 bucks.” Ever wondered why people say “20 bucks” in reference to a transaction today? At one point, the “buck” served as…
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Aoifinn Devitt – Chief Investment Officer Just when it seemed like inflation was firmly receding based on last week’s PCE price index data, oil looked poised to deliver a supply side shock – at least…
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Tim Side, CFA, Research Analyst With the March Federal Open Market Committee (FOMC) meeting behind us, the day of reckoning for the Federal Reserve is quickly approaching. In what was the least predictable FOMC meeting…
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Aoifinn Devitt – Chief Investment Officer The 25 bps rate hike delivered yesterday by Fed Chairman Powell gave us some insight into the no-mans land that lies between a rock and a hard place. This was…
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Chris Kamykowski, CFA, CFP®, Head of Investment Strategy and Research Mark Webster, CMFC®, Senior Investment Research Analyst Markets are currently experiencing an unexpected flashback to the 2008 Great Financial Crisis (GFC) as a handful of…
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Tim Side – Research Analyst Markets were roiled last week following the collapse of Silicon Valley Bank, the 16th largest U.S. bank with more than $200 billion in assets. Depositors went into the weekend with…
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Aoifinn Devitt – Chief Investment Officer Markets meandered somewhat aimlessly over the past week with the now familiar mix of resilient “hard” economic data and waning consumer sentiment. And it is clear that Chairman Powell is…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long the Fed will raise rates and for how long they hold at the eventual terminal…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long the Fed will raise rates and for how long they hold at the eventual terminal…
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Aoifinn Devitt – Chief Investment Officer It was a bruising week last week as the S&P recorded its third negative week in a row and its largest weekly decline in over 10 weeks. The tripwire in…
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Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although it showed a seventh consecutive month of lower inflation than the previous month, it still…
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Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of positive economic indicators – so called hard data, is starting to edge out the soft…
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Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that falling bond and equity valuations wrought on portfolios, it was inevitable that investors would spend…
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Quarterly Letter “When the Fed jams the brakes, someone goes through the windshield.”– Wall Street Adage – The over-riding theme for 2022 was all about inflation, for, as Will Rogers noted, “Letting the cat outta’…
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Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be leaving markets in a state of some confusion. While earnings have been mixed even within…
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Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) Per the announcement yesterday (1/19), the US Treasury Department is beginning the use of “extraordinary…
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Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. This year, however, the scars of a bruising equity and bond market are still felt.…
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Tim Side CFA | Research Analyst Introduction In April 2022, we put out a piece titled “Revisiting the Emerging Markets Allocation.”[1] In this writeup, we addressed a litany of questions surrounding Moneta’s investment in emerging…
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Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer price inflation had risen only 7.1% annually, and only 0.1% month-on-month provided clear evidence of…