Sward Team, Moneta

04/16/2024

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.

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...

04/11/2024

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:

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....

04/04/2024

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.

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...

03/28/2024

Moneta was named to NAPA's list of Top DC Advisor Multi-Office Firms for the fourth consecutive year (2021-2024). We are honored to receive this recognition once again.

Full list and methodology: https://bit.ly/3IYZWwg
Read more: https://bit.ly/3vmimnL
No payment was made for inclusion in this ranking.

NAPA Top DC Advisor Multi-Office Firms

03/21/2024

Moneta proudly announces that we've been named to the 2024 USA Today list. We are thrilled to have been included and thankful to everyone who made this happen!

Read more: https://bit.ly/3IJP6dE
Top Workplace’s methodology: https://bit.ly/3ILpNYL
No payment was made for inclusion in this ranking.

03/18/2024

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

Follow the link to read the full piece.

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...

03/11/2024

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 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...

03/08/2024

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:

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...

03/01/2024

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.

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...