Investments
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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…
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Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
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Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
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Aoifinn Devitt – Chief Investment Officer Markets eased back from the Thanksgiving holiday with a bout of mild indigestion, and were generally mixed in the early part of this week. Data varied from disappointing PMI data…
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Aoifinn Devitt – Chief Investment Officer As the 22nd FIFA World Cup kicked off in Qatar, it is not just the seasons that seemed upside down. Some early upsets in the first round of games, such…
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Aoifinn Devitt – Chief Investment Officer Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient has real estate been this year? Chief Investment Officer Aoifinn Devitt looks at how the…
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Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a surprising – and still not fully resolved – Mid-term Election result, to better-than-expected inflation data,…
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Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the economy – namely inflation, government spending, interest rates, and house prices, and there was not…
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The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Quarterly Letter “Confidence is contagious. So is lack of confidence.”– Vince Lombardi The third quarter of 2022, which started promisingly, ended in ugly fashion with nearly all global stock indices at their lows for the…
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Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this year, the word on the street from “Main Street” is somewhat incoherent. While some consumer…
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Moneta Private Markets Advisor, Mindy Mitchell, addressed the topic of private credit allocations in client portfolios while speaking at an invitation-only event focused on alternative investment insight across private equity, real estate, and credit. “Over…
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Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election Day as we go to print, the results still evince some uncertainty. This, together with…