Research @ Citi
Episode 32: Inside Wealth with Kate Moore
Apr 30, 2025
Kate Moore, the Chief Investment Officer at Citi Wealth, shares her expertise on navigating today's tumultuous market. She discusses the complexities of tariffs affecting industries like pharmaceuticals and autos, and the shift of investments from the U.S. to Europe. The conversation delves into innovative strategies in wealth management, highlighting a move beyond traditional portfolio models. With insights on economic uncertainties and the rise of alternative assets, Moore emphasizes the importance of adaptability in optimizing client portfolios.
20:28
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Quick takeaways
- Policymakers' focus on data over forecasts indicates market participants must prepare for delayed economic stabilization interventions amid uncertainty.
- The reevaluation of the traditional 60-40 portfolio strategy is necessary as investors seek innovative asset classes to optimize risk-adjusted returns.
Deep dives
Policy Dependency and Market Resilience
Policymakers are currently focused on data rather than forecasts, which means market participants should not expect immediate interventions to stabilize the economy. There's a growing expectation that a policy rescue will not materialize until significant deterioration occurs in the underlying economic environment. This message is often challenging to communicate, as many investors have become accustomed to timely rescues in times of uncertainty. Educating clients about this evolving sentiment can help manage their expectations regarding market movements and potential support from policymakers.
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