Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) Per the announcement yesterday (1/19), the US Treasury Department is beginning the use of “extraordinary…
Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. This year, however, the scars of a bruising equity and bond market are still felt.…
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…
Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer price inflation had risen only 7.1% annually, and only 0.1% month-on-month provided clear evidence of…
Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
Aoifinn Devitt – Chief Investment Officer Markets eased back from the Thanksgiving holiday with a bout of mild indigestion, and were generally mixed in the early part of this week. Data varied from disappointing PMI data…
Aoifinn Devitt – Chief Investment Officer As the 22nd FIFA World Cup kicked off in Qatar, it is not just the seasons that seemed upside down. Some early upsets in the first round of games, such…
Aoifinn Devitt – Chief Investment Officer Typically, real estate is considered an inflation resilient component of a portfolio, but how resilient has real estate been this year? Chief Investment Officer Aoifinn Devitt looks at how the…
Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a surprising – and still not fully resolved – Mid-term Election result, to better-than-expected inflation data,…
Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the economy – namely inflation, government spending, interest rates, and house prices, and there was not…
The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this year, the word on the street from “Main Street” is somewhat incoherent. While some consumer…
Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election Day as we go to print, the results still evince some uncertainty. This, together with…
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed income is providing limited downside protection, investors have certainly had much to contend with in…
Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear that there is likely to be considerable dispersion among sectors. Energy stocks are expected to…
Aoifinn Devitt | Chief Investment Officer As Hurricane Ian prepared to batter the Western Coast of Florida earlier this week, there was dramatic footage of the tide receding in certain areas as the hurricane “scooped”…
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of Jackson Hole, Wyoming, Fed Chairman Jerome Powell hoisted a dose of reality onto the markets…
Aoifinn Devitt | Chief Investment OfficerChris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation fears, and a…
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research As the Russia/Ukraine situation took a tragic turn overnight, governments are jostling to respond to the most blatant act…
Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…
David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David Wickenhauser takes this Moneta Moment to discuss how investors can keep their emotions in check when…
Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt, is here to discuss what that means for you and your portfolio. Inflation is now…