Hadary Team Moneta Group

May's monthly recap highlights the state of the markets heading into the summer, the Fed's May meeting, and NVIDIA's strong performance.

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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 Sharply Heading into Summer Markets rebuffed the adage of “sell in May and go away”, delivering strong gains across asset classes. Growth stocks led...

While machines might one day fully automate portions of the investment process, many aspects of investment manager research require deliberate attention to human-centric ingredients. See how Moneta approaches the qualitative human aspects believed to be explanatory and repeatable in producing successful investment outcomes.

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 through noisy information, create procedural efficiencies, and enable human workers to improve their productivity. Within the world of investment manager due dilige...

Have we now entered the antifragile era for markets? This investment piece examines this concept by looking at the recent Dow Jones Industrial Average, rate cut predictions and wobbling market sentiment.

Antifragile? Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets?  This concept, made popular by Nassim Taleb, loosely means something that benefits from chaos and volatility and is made stronger, not weaker, as a result. As we write, the Dow Jones Industrial Av...

Every day, new data comes in that seems to give credence to both views that the Fed will cut or that the Fed won’t cut. Given the current environment, this post will attempt to provide some insights on why the Fed would consider cutting rates.

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 11th to be exact, we received an email from our Fixed Income team following the December 2023 Consumer Price Index (CPI) report. One comment stood out: “The marke...

April's monthly recap examines the sharp downdraft upending markets, the Fed's less hawkish tone, and tensions in the Middle East.

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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 geopolitical drama, surprise to inflation trends, and a sharp change in interest rate expectations weighed on equity and fixed income markets. The S&P 500 fell sharply from it...

This week's investment blog focuses on the Fed's resolve towards sticky inflation, robust equity markets, and a weaker-than-expected April job report.

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ALAP This blog focuses on the Fed's resolve towards sticky inflation, robust equity markets, and a weaker-than-expected April job report.

Following 2023’s sweeping comeback performance, 2024 wanted a piece of the action. This quarter's investment update dissects the multitude of dynamics at play in the first quarter of 2024 and provides some insights for the rest of the year ahead.

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 chill winds from the Middle East and Russia/Ukraine. Japan continued to rise, while China continued to present a muddied picture. All eyes remained on AI and its ramifications, w...

This week's investment article discusses Monday's lunar eclipse, US stocks comprising over 70% of the global stock market index, and the recent positive jobs report.

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Totally Eclipsed Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar eclipse was an almost spiritual experience for those lucky enough to be in its path, and the moment of cosmic perfection seemed like a pause for breath amid an increasin...

March's monthly recap touches on the continuing upward momentum felt by the markets, a dove-ish tone from the Fed, and Japan raising interest rates for the time in more than 17 years. Read the full piece here:

Monthly Recap - March 2024 Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum Continues for Markets A resilient economy continued to support all markets with the labor market remainingrobust as the first quarter came to a close....

Bitcoin is making headlines with all-time highs, new ETFs, and an upcoming halving, sparking both speculation and skepticism. This article reflects on how Bitcoin and other cryptocurrencies have evolved over the past three years.

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 make headlines, sparking curiosity in those with fear of missing out (“FOMO”). Both speculation and skepticism run rampant for those evaluating the merits of Bitco...

Big moves in central banking are reshaping global markets. From Japan's rate hike to the US Fed's pivot, we dissect the impact on the economy and your wallet in 2024. Read our latest blog for the breakdown.

Caution to the Wind? Dive into global central banking shifts, US Fed's new stance, market reactions, and 2024's economic landscape in our insightful blog.

The newest piece from our investment team covers higher than expected inflation, revised employment numbers, and how the market responded to this mixed data.

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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 with inflation numbers and a concern that 2024 is already getting too hot to handle. And while it’s true that “some like it hot”, namely the consumer, ind...

February's recap highlights the strong economic data and earning reports, the Fed choosing a patient approach to easing policy procedures, and Nvidia's surge.

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 S&P 500 breaking the 5000 level for the first time, surging over 5%. Even non-US markets experienced new market tops with Europe’s Stoxx 600 hitting a record high a...

As we approach the election year, China continues to cast a long shadow with its declining global market stage. In addition, there is a strong demand for speculative assets and traditional hedges (gold) in the Asian region, as evidenced by the massive run-up in Gold and Bitcoin prices over recent weeks.

Read more in the newest piece from our Investment Team here:

Winds from the East Aoifinn Devitt, Chief Global Market Strategist Maybe it is because it is an election year, but we still have China on our minds.  Despite the fact that China continues its decline on the global market stage, its policies cast a long shadow.  When looked at as a percentage of the Emerging Market in...

Equity markets, including non-US markets, have seen all-time highs early in 2024. What defines an all-time high, and what may this mean for investors? This piece looks to bring clarity to those questions and more. Follow the link below to read more.

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 markets seem as frequent as Taylor Swift sightings at Kansas City Chiefs’ football games. Multiple new record highs by the S&P 500 have hit in quick succession with 13 between...

This week's investment article highlights Nvidia's better-than-expected revenue reveal, the ongoing race for data, and the echoes of the consumer "vibecession."

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The Nvisible Hand - Moneta Aoifinn Devitt, Chief Global Market Strategist Better than expected. It has been a bit of a mantra for the year so far – better economic growth, better trend of inflation, a better outlook for jobs and a better level of the S&P. And now the much-awaited Nvidia revenues were better than expected .....

This article examines how the markets navigate inflation, economic indicators, and real estate trends.

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Mixed Signals in the Last Mile This article touches on how the markets navigate inflation, economic indicators, and real estate trends.

January 2024 Recap: Mixed bag of market returns, Fed points to rate cuts, and updates on the US Presidential Primaries.

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January 2024 - Recap January 2024 Recap: Mixed bag of market returns, Fed points to rate cuts, and updates on the US Presidential Primaries.

This article from our Investment Team looks at the historical impact of US Presidential elections and offers insights into how the upcoming election may impact investors.

US Presidential Elections on the Horizon: Perspectives for the Investor Gain insights into the upcoming US presidential elections and how they may impact investors. Discover historical trends and why staying committed to long-term asset allocation could be key.

Tech stocks experience mixed results as earnings season continues, with some companies benefiting from positive momentum while others face challenges. The shifting rate backdrop and constant changes in social media innovations add to the transitional nature of the market. Read more in this blog post.

A Thousand Cuts Tech stocks experience mixed results as earnings season continues, with some companies benefiting from positive momentum while others face challenges. The shifting rate backdrop and constant changes in social media innovations add to the transitional nature of the market. Read more in this blog post...

This article covers the potential impacts on small and regional banks and the resilience of tech stocks in the face of geo-political uncertainty. Follow the link to read the full piece.

A Week of Pivots, and Green Shoots Persist This article covers the potential impacts on small and regional banks and the resilience of tech stocks in the face of geo-political uncertainty.

From the Federal Reserve's regrettable use of "transitory" to the uncertainty of the transitional 2024 market, this blog explores the importance of language and pattern recognition in the ever-changing landscape.

Transitional Discover the significance of the term "transitional" in the current economic landscape and its implications for corporate strategy. Explore the patterns in the stock market and the potential outcomes of the upcoming 2024 election. Stay informed with the latest insights and news from Moneta Group Inv...

Discover the latest insights and news in investing, including the impact of the Iowa Republican caucus, Bitcoin ETFs, and more.

No More Snow Days

The fourth quarter of 2023 saw a surprising turnaround in the markets, with bond values rallying and equity values soaring. The rise of gold and Bitcoin added to the uncertainty, while geopolitical developments and upcoming elections keep investors on their toes in 2024.

Fourth Quarter: Down and Up We Go

The year ended on a high note with a surge in the market, fueled by optimism over rate cuts and strong performances from key stocks. Find out more in our monthly recap.

December 2023 Monthly Recap December 2023 Monthly Recap: The year ended on a high note with a surge in the market, fueled by optimism over rate cuts and strong performances from key stocks. Find out more in our monthly recap.

In the final segment of our Geopolitical and Changing World Order series, we provide some practical considerations for investing around geopolitical uncertainty.

An Assessment of Geopolitics and Changing World Order – Part 3 This is our third and final part of a three-part series designed to provide some context and insights into the current macroeconomic environment.

In this upcoming series, we intend to look at the geopolitical environment and changing world order. Here is Part 1, which will focus primarily on the current environment and set the stage for an understanding of how geopolitics affects markets.

An Assessment of Geopolitics and Changing World Order – Part 1 | Moneta Group Read article: An Assessment of Geopolitics and Changing World Order – Part 1. Moneta Group offers comprehensive wealth management services.

Our Investment team's November recap touches on the market's rebound, the Federal Reserve's well telegraphed "hold" in rates, and the recent drop in oil prices.

November 2023 Monthly Recap | Moneta Group Read article: November 2023 Monthly Recap. Moneta Group offers comprehensive wealth management services.

CIO Aoifinn Devitt's recent post looks at the uneven market performance throughout the year, dispersion between growth and value stocks, and interest rates.

After the Harvest; Now where to Reap? | Moneta Group Read article: After the Harvest; Now where to Reap?. Moneta Group offers comprehensive wealth management services.

Investment Research Analyst Rick Bettger's newest piece looks at the recent growth in Japan's economy, the potential factors behind the change and what that may mean for the global economy.

Is the Land of the Rising Sun Rising Again? Narrative on Japan Changing | Moneta Group Read article: Is the Land of the Rising Sun Rising Again? Narrative on Japan Changing. Moneta Group offers comprehensive wealth management services.