News & Insights
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Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
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Monthly Recap – May 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound…
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Manager Due Diligence: It’s Not All in the Numbers
Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift…
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Antifragile?
Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular…
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Monthly Recap – April 2024
Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in…
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Should the Fed Cut Rates? Will the Fed Cut Rates?
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January…
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ALAP
Aoifinn Devitt – Chief Global Market Strategist Any readers who love to ski will know that 2024 has been another…
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Freight is Fraught, and Banks make Bank
Markets continue to be noisy this week – as they digest market jitters at the end of last week (when…
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First Quarter Investment Report
Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. It was a quarter of warm springs and…
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Monthly Recap – March 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…
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The Halve of It: Rehashing the Bitcoin Saga
by Trent Rieger, Associate Investment Analyst All-time highs, brand new spot ETFs, and an upcoming halving has Bitcoin continuing to…
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Caution to the Wind?
Aoifinn Devitt – Chief Global Market Strategist It feels like the end of an era – in many ways. Firstly,…
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The Anatomy of a Bubble
Aoifinn Devitt, Chief Global Market Strategist Coming off of the usual post-Oscars drama, the real original screenplays kicked off mid-week…
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Monthly Recap – February 2024
Monthly Observations Records Broken in February Strong economic data and earnings reports were supportive of a risk-on month with the…
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Winds from the East
Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China…
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All-Time Highs: Is it all Downhill from Here?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early 2024 has seen all-time highs in the equity…
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The Nvisible Hand
Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year…
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Mixed Signals in the Last Mile
By Aoifinn Devitt, Chief Global Market Strategist “Yesterday is not ours to recover, but tomorrow is ours to win or…
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January 2024 Recap
Download Recap PDF MONTHLY OBSERVATIONS Mixed Bag of Returns to Start 2024 On the positive side, U.S. economic data continued…
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A Thousand Cuts
By Aoifinn Devitt, Chief Global Investment Strategist While the jobs numbers last week led to euphoria in markets, this week…
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US Presidential Elections on the Horizon: Perspectives for the Investor
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist We are a…
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A Week of Pivots, and Green Shoots Persist
By Aoifinn Devitt, Chief Global Investment Strategist It has been a week filled with newsflow and our weekly update is…
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Transitional
By Aoifinn Devitt, Chief Global Investment Strategist Words matter. That part is clear. When the Federal reserve started to sprinkle the…
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No More Snow Days
By Aoifinn Devitt, CFP® – Chief Global Market Strategist As the Midwest shivers through its first real cold spell of 2024…
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Fourth Quarter: Down and Up We Go
By Aoifinn Devitt, CFP® – Chief Investment Officer After a bruising 2022, 2023 was the “comeback kid” of a year. But in…