Aoifinn Devitt comes on at the 18:21 and 27:33 mark in the video.
Compardo, Wienstroer & Janes at Moneta –
“Bloomberg Open Interest” featured Aoifinn Devitt, a Senior Investment Advisor at Moneta with Compardo, Wienstroer & Janes, to share her expert insights into the evolving economic landscape on Mar. 26, 2025. Show anchor, Dani Burger, begins by stating that “J.P Morgan and Morgan Stanley say that the worst is behind us and a rally can take form”, and then asks Devitt which side she comes down on.
“This is a time when working with our clients we are really getting back to base principles. So, we are going back to our investment beliefs, which is around a long-term view, diversification, rebalancing, and not being too tactical,” Devitt said.
Then, anchor Matt Miller jumps in to discuss the European point of view. Devitt highlights the differences in thought between those within Europe and outside of Europe. She points out that the Trump Administration is a keen topic of conversation within both markets.
After a brief break they bring Devitt back to discuss the trade war. Miller, asks her “do you trade it, or do you set your chips and then leave them on the table?” Devitt proceeds to point out that the new regulatory oversight coming out of China or Canada are a good example of the uncertainty that investors face today.
“The one thing we know about regulatory backdrops is that they have to be in some way, have some clarity to them, and predictability in order for investors to trade them,” Devitt said.
Devitt again highlights the importance of having a global portfolio because “globally, not every company will be similarly affected by the tariffs.”
Devitt points to this unpredictability as a reason why consumer and executive C-suite sentiment is as low as it currently is.
Burger continues the discussion by pointing out that stocks are not that far below the highs and Bank of America has stated that their customers put the most money into equities last week out of all of 2025 so far, and by a wide margin. She asks Devitt, “is there risk that come April 2nd, that we are asymmetrical going into it, that the bigger risk is to the downside, considering that equities have for the most part held up despite the sentiment?” After discussing items that Barclays may be picking up on and what the news cycle around the impending tariffs has been saying, Devitt concludes with, “I would be looking for more of an upside surprise on April 2nd than the downside surprise at this stage.”
To wrap up the discussion, Miller asks Devitt about financials, and they take a look at the KBW Bank Index that has had a 9-day winning streak.
Aoifinn Devitt comes on at the 18:21 and 27:33 mark in the video. Use timestamps in the video’s description to quickly navigate to her interview. At the time of this interview, Aoifinn Devitt serves as Senior Investment Advisor at Moneta with the Compardo, Wienstroer & Janes team in their Family Office Practice.
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