Batista and Moreno Advisors provides global wealth management solutions with unsurpassed client service.


Batista and Moreno Advisors is an independent wealth management firm serving investment clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.


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BNY Research and Commentary

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Global Markets

Global Credit View: Is The Credit Cycle Over?

The combination of healthy fundamental underpinnings and positive primary market trends point to the persistence of the current high yield credit cycle.

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Market Commentary

The Aerial View

Out of all the warnings to emerge from senior finance officials over the past month that market participants might be misplacing risk, those by Bank of Japan (BOJ) Governor Haruhiko Kuroda just over a week ago were arguably the most...

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Investment Insight

Investment Update: The Increasing Attractiveness of International Equities

Jeff Mortimer’s Investment Update: A little competition is healthy, right? As an avid golfer, I always enjoy watching the Presidents Cup, a golf competition that pits the best international players against an all-star U.S. team. The level of talent always...

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Asset Allocation

Bond Market Observations: Epitaph For A Trade

To cut to the chase, after looking into all the moving parts of our economic outlook and assessment of fixed-income valuations (and revising more than a few) this month, we retain our core advice to prudent investors. Maintain a relatively...

Read More: Bond Market Observations: Epitaph For A Trade
Economic Insight

Liquidity Reimagined

It is no secret that the hunt for yield over the past decade or so has driven many investors into higher-risk areas of the credit market, such as high yield and emerging market debt. We believe that one of the...

Read More: Liquidity Reimagined