Over our last two AI-related newsletters, we explored the emergence of agentic AI as a new strategic force reshaping the tangible economy – from autonomous operations in energy, logistics, and manufacturing, to the infrastructure and power required to support it. But as with every disruptive technology cycle, a wave of breathless claims and speculative fervor has emerged. The challenge for investors and operators today: separating the signal from the noise.

Moneta is proud to announce that our CEO, Erin Campbell, will be a featured speaker at Her Wealth Summit on September 20, 2025, in Vancouver, BC. Erin will share her insights on “Investment Strategy & Management: Approaches for Building and Protecting Wealth in a Dynamic Market.”

Moneta is proud to announce that our CEO, Erin Campbell, will be a featured speaker at Her Wealth Summit on September 20, 2025, in Vancouver, BC. Erin will share her insights on “Investment Strategy & Management: Approaches for Building and Protecting Wealth in a Dynamic Market.”

Global markets are entering a decisive capital rotation. For more than a decade, institutional portfolios were dominated by technology and growth equities, underpinned by zero interest rates, subdued inflation, and cheap energy. That era is over.

Global markets are entering a decisive capital rotation. For more than a decade, institutional portfolios were dominated by technology and growth equities, underpinned by zero interest rates, subdued inflation, and cheap energy. That era is over.

Over our last two AI-related newsletters, we explored the emergence of agentic AI as a new strategic force reshaping the tangible economy – from autonomous operations in energy, logistics, and manufacturing, to the infrastructure and power required to support it. But as with every disruptive technology cycle, a wave of breathless claims and speculative fervor has emerged. The challenge for investors and operators today: separating the signal from the noise.