Aoifinn Devitt

Aoifinn Devitt, an investment professional with pensions, hedge fund advisory and private wealth experience, joins to discuss resilient portfolio design. She explores diversification across shifting macro regimes. Private markets, private credit risks, outcome-based allocation and manager selection are covered in short, sharp conversations.

Liz McCormick, Bloomberg News' Chief Correspondent for Global Macro Markets, shares insights on the recent treasury rally and evolving market dynamics. Mandeep Singh discusses the impressive rise in Uber's stock value linked to its strong earnings and competitive landscape. Aoifinn Devitt sheds light on the complexities and risks of the Japanese yen carry trade. Arnim Holzer emphasizes the implications of Federal Reserve policy shifts, highlighting recession concerns and strategies for navigating today's volatile market.

Aoifinn Devitt, Chief Global Strategist at Moneta, shares insights on the market effects of the 2024 presidential race and ASML's chip warning. Ann Miletti, Head of Equity at Allspring Global Investments, discusses the upcoming earnings season's impact on U.S. equities. Lakshman Achuthan, Founder of ECRI, analyzes the current economic cycle and inflation trends. Kailey Leinz, host of Bloomberg's "Balance of Power," reflects on political uncertainties surrounding the presidential race and highlights key moments from John Micklethwait's interview with Donald Trump.

Aoifinn Devitt, an expert in investment strategies, teams up with Katy Kaminski, a specialist in quantitative research, to discuss pivotal market dynamics. They dive into the explosive growth of direct lending and its contrasting trends between Europe and the U.S., especially amid inflation concerns. The duo also highlights advancements in e-commerce shipping, particularly through ShipStation, and shares insights on gold's performance as it relates to economic shifts. Tune in for a rich blend of market analysis and innovative investment ideas!

Katy Kaminski, a leading analyst renowned for her market insights, joins investment strategist Aoifinn Devitt, who specializes in risk management. They delve into the current resilience of the financial markets, drawing parallels to August 1998, while discussing effective trading strategies. The conversation highlights the need for portfolio diversification beyond the classic 60-40 model. Plus, they share a delightful nod to local culture by connecting baseball teams to their nearby hot dog stands, emphasizing the importance of community.