By Luke Ferraro, Director of Investment Research Many factors influence market returns: the economy, interest rates, business decisions, technology, worker productivity, sentiment and population growth – just to name a few. It is unfathomable to…
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) On June 8, the Business Cycle Dating Committee of the National Bureau of Economic Research stated that the economic expansion that started in June of 2009 peaked…
At the Start, Markets Rallied The equity market had been on a strong upward trajectory since bottoming in late March. From March 23 through June 8, the S&P 500 had gained 995 points and the…
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal,…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our external research partner, are all watching over your portfolio. We are…
By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory with the S&P 500 down 30% from its recent record close; volatility has spiked to…
The volatility we are currently seeing in the market is historic and unprecedented. The speed at which this decline happened is one of the fastest on record. “Violent” is the word Moneta CIO Bill…
By Bill Hornbarger, Chief Investment Officer at Moneta Sentiment is such an important thing for the financial markets. On February 19, the S&P 500 reached a new record-high level and several other markets (NASDAQ, Dow) followed…
The number of reported coronavirus cases (and the media coverage) continues to increase on a daily basis. I thought it might be interesting to take a look at the financial markets as an attempt to…
By Bill Hornbarger, Chief Investment Officer at Moneta This is the time of year that many investment firms start the process of calculating Capital Market Assumptions (CMAs). These are simply estimates (typically intermediate to longer term…