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Perspectives by Moneta – Capital Rotation Report: Navigating Shifts with Clarity and Grit
The global economy is in flux. Every day brings new headlines—tariffs on the rise, bond markets flashing warning signs, inflation refusing to cooperate, and central banks trying to work their magic without triggering panic. Markets have become a rollercoaster, and for investors, the ride is far from enjoyable.
Perspectives by Moneta – Election Time – The End of a Lost Decade for Capital?
Canada’s federal election is hurtling toward us, a pivotal moment that could either right the country’s economic course or send it deeper into uncharted waters. The Liberals, now leaning on Mark Carney’s green ambitions, have spent a decade piling up debt and testing the limits of affordability. Across the aisle, Pierre Poilievre’s Conservatives counter with a business-first vision, promising tax relief and a resource-driven revival.
Perspectives by Moneta – Geopolitical Tensions, Policy Shifts, & Capital Rotation
The global investment landscape is undergoing a period of profound transformation, driven by escalating geopolitical tensions, shifting economic policies, and a rotation of capital into tangible assets. A key player in this evolving environment is U.S. President Donald Trump, whose reemergence on the political stage has reignited discussions on economic nationalism, energy security, and the establishment of strategic alliances within the Western Hemisphere.
Perspectives by Moneta – Powering Data Centres
The energy landscape in Alberta and Saskatchewan is undergoing a significant transformation. Traditionally, these provinces have been the backbone of Canada’s oil and gas industry, boasting decades of expertise and extensive infrastructure built to support hydrocarbon production. Today, however, a compelling opportunity is emerging: repurposing existing power generation assets to meet the burgeoning needs of the data centre market.
Perspectives by Moneta – The Next Golden Era?
Recent market developments have signaled a notable secular shift toward physical precious metals, with gold serving as a bellwether for this broader trend. Even for investors who have not traditionally focused on gold, the growing demand for tangible assets—fueled by inflation concerns, geopolitical uncertainties, and currency volatility—is drawing renewed attention.
Perspectives by Moneta – “The Trump Effect”
The election of Donald Trump as the 47th President of the United States is a plot twist straight out of a reality show—fitting for a former reality TV star. With his signature blend of audacity and unpredictability, Trump’s return to the political stage promises to upend conventional norms and reshape financial markets, trade relationships, and global alliances. Love him or loathe him, his policies are set to reverberate far beyond U.S. borders.
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