Market Insights

Market Insights - October 2021

Posted on October 13, 2021 in: Market Insights

Market Insights - October 2021
By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors Source Another month, and quarter, in the books and many of the concerns we have been focusing on are still with us today. Last month, I discussed our concerns that “transitory” might not be the best term to use when describing the current state of inflation. As we have noted in this co...

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Market Insights - September 2021

Posted on September 21, 2021 in: Market Insights

Market Insights - September 2021
By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors Source One of the greatest joys of my job is being able to focus on things that genuinely interest me. I have always been a student of history and politics and have a love of the Financial markets. The investment business is really the intersection of these three items. The events of the last few w...

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Market Insights - August 2021

Posted on August 25, 2021 in: Market Insights

Market Insights - August 2021
By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors Last month, I start musing about the Federal Reserve’s (“Fed”) call that inflation would be transitory. As an investor, and an analyst at heart, we are trained to be curious and to ask questions. In a case where the Fed says inflation will be transitory, the obvious question is to ...

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Market Insights - July 2021
JULY 2021 By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors We are very excited at Knights of Columbus Asset Advisors as our business continues to grow. Our mutual fund family has eclipsed total assets of $900 million, total third-party assets are well over $1 billion and our program of licensing our life insur...

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Market Insights - June 2021
By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors Source When is temporary not temporary? The Federal Reserve (“Fed”) has continued to describe the inflation environment as transitory and, as I wrote last month, we are waiting on our judgment until we get through the end of July. Our patience is tied to our being a long-term investor a...

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Market Insights - May 2021
By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors Source As April ends, we are starting to see much better weather in Connecticut and this state is expected to fully open, with masks, by mid-May. Nationally, the Covid positivity rate continues to decline, and hospitalization data is also improving. We have had a somewhat binary view of the economi...

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Market Insights - April 2021
By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors As we have been evaluating the future path of the economy, I have been focusing in on three key areas: The Federal Reserve (“Fed”), the growth of M2 money supply and the state of the employment market. All three of these items will have a significant impact on the path of the economy as ...

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Market Insights - March 2021
By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors Original Article And then there were three! We have now added the Johnson & Johnson single dose COVID vaccine to the arsenal of the Moderna, Inc. and Pfizer BioNTech offerings. The availability of additional doses from these three approved vaccines should allow for even greater distribution. ...

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Market Insights - February 2021

Posted on February 24, 2020 in: Market Insights

Market Insights - February 2021
FEBRUARY 2020 By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors View Market Insights The capital markets experienced an incredibly strong 2019 and rolled into 2020 trying to gain clarity on several items. First, the phase one of the trade deal with China has been signed. Is it perfect? I would not say the China trade deal is anywhere near per...

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Market Insights - January 2021

Posted on February 07, 2020 in: Market Insights

Market Insights - January 2021
By: Tony Minopoli, President & CIO of Knights of Columbus Asset Advisors As the end of the year is upon us, I’m reflecting on both the year behind and what lies ahead. I’m often described, by people that know me, as high-energy which is partly driven by my desire to keep learning and an absolute fascination with people. It is amazing what you can learn by lis...

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