Bernard Swords

As recession fears mount, many clients and prospective clients are asking us: when should I start my investment journey given the elevated risk of a recession in the near term?

Joe Prendergast

In this issue of Wealth Matters, we reflect on a punishing H1, look ahead to H2, explore ways to fund children's education and examine bare trusts.

Dermot O'Leary

Economic Monitor explores the key themes shaping the global economy.

Bernard Swords

How has our asset allocation changed month-on-month?

Sebastian Orsi CFA, Senior Research Analyst

How has our asset allocation changed month-on-month?

Joe Prendergast

Much has changed since we published our 2022-2026 Investment Outlook. Russia’s invasion of Ukraine has clouded the investment outlook, adding to inflation and interest rate concerns, and, against this backdrop of increased uncertainty, some of our assumptions have changed.

Bernard Swords

How has our asset allocation changed month-on-month?

Joe Prendergast

In this issue of Wealth Matters, we present reflect on the turbulence in financial markets and explore the financial attractions of a retirement abroad.

Bernard Swords

How has our asset allocation changed month-on-month?

Women face other positions of financial vulnerability, such as divorcees or single-parent households, and so, financial independence and literacy is a critical issue for all women.

Michelle O'Keefe

We examine the best options and strategies available for those seeking alternatives to negative interest rates on cash today.

Bernard Swords

In our view the volatility of early 2022 should be regarded as a correction and not a reversal of trend.

Bernard Swords

How has our asset allocation changed month-on-month?