Masters in Business Citi Wealth Chief Investment Officer Kate Moore on Macro Investing
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Jul 3, 2025 Kate Moore, Chief Investment Officer at Citi Wealth, shares her extensive finance background, boasting roles at BlackRock and JP Morgan. She dives into the evolving landscape of macro investing, emphasizing thematic strategies and technological impacts like AI. The discussion highlights Citi's wealth management innovations and approaches to diverse client needs amid economic uncertainties. Kate also reflects on the disconnect between public economic perceptions and personal finances, offering insights into navigating market complexities and the importance of mindful investing.
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Interdisciplinary Macro Investing
- Great macro investors integrate policy, politics, and human behavior into their approach.
- Combining interdisciplinary knowledge like game theory and behavioral economics aids in solving complex investment puzzles.
Kate Moore's Investing Origin Story
- Kate Moore fell into investing unexpectedly after initially pursuing a PhD in political economy.
- Meeting Morgan Stanley's CIO led her to join their macro investing team, merging her academic background with finance.
Valuation Is Not The Core Driver
- Investment decisions start with macro views, fundamentals, and sentiment, with valuation playing a minor role.
- Valuations alone can mislead due to market changes and superior companies staying expensive longer.
