china
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“The problem isn’t getting rich, it’s staying sane.” -Charlie Munger[1] The current environment is rife with uncertainty. Following two seismic events, the COVID-19 pandemic and the first ground war in Europe since World War II,…
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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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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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Tim Side | Research Analyst Introduction Recent market events have created a significant amount of uncertainty in global markets. A year that began with concerns over tighter monetary policy amidst rampant inflation has now been…
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By Grant Edmunds, CFP® – Advisor By now, most investors have heard of China’s second-largest real estate firm, Evergrande Group, and the potential default that looms over China’s vital real estate sector. For decades many have brushed…