News & Insights
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
-
The Other Side of the “Pause”: Market Returns When the Fed Stops Hiking
Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long…
-
A Bruising Tussle and Buyback Blowback
Aoifinn Devitt – Chief Investment Officer It was a bruising week last week as the S&P recorded its third negative week…
-
Not Out of the Woods Yet
Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although…
-
Lost in Translation
Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of…
-
Markets End 2022 On Positive Note & Hope For a Better 2023
Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that…
-
A Wintery Mix
Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be…
-
All Too Routine “Extraordinary Measures”
Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) …
-
When The Party is Over – Better Safe Than Sorry
Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. …
-
The China Dilemma
Tim Side CFA | Research Analyst Introduction In April 2022, we put out a piece titled “Revisiting the Emerging Markets…
-
An Arresting Development – Or A Few
Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer…
-
Be Careful What You Wish For
Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a…
-
A Mild Bout of Market Indigestion
Aoifinn Devitt – Chief Investment Officer Markets eased back from the Thanksgiving holiday with a bout of mild indigestion, and were…
-
A Blockbuster Bankruptcy and a World Cup Like No Other
Aoifinn Devitt – Chief Investment Officer As the 22nd FIFA World Cup kicked off in Qatar, it is not just the…
-
Moneta Moment – A Testing Moment for Real Estate
Aoifinn Devitt – Chief Investment Officer Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient…
-
No Room for Surprises
Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a…
-
Jobs Matter, But Not in the Usual Way, This Election Day
Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the…
-
Volatility Higher as Fed Focused on Inflation
The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
-
Not Exactly the Same Song Sheet
Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this…
-
Why, When it Comes to Volatility, Enough is Enough
Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election…
-
Should Investors Worry About Mid-Term Elections?
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed…
-
All Eyes on Earnings as Predictions Grow Grim About Shocks and Aftershocks
Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear…
-
Shelter from the Storm
Aoifinn Devitt | Chief Investment Officer As Hurricane Ian prepared to batter the Western Coast of Florida earlier this week,…
-
Can You Hear Me Now?: Fed Provides Clarity at Jackson Hole
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of…
-
Private Market Report – Mid-Year 2022
In this edition of the Private Market Report, we review developments from the first half of 2022 relating to private…