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Chart of the week: UK not so exceptional
In the latest instalment of our blog series, Chart of the week, David Thompson, Head of Fixed Income Strategy, examines the UK gilt market. Are the recent market movements really so exceptional when compared to US Treasury rates?
Investment Viewpoint: Robust US treasury yields begin to have a negative effect on equities
Simplifying the complex with clear and concise market insights direct from our investment experts.
Investment Outlook 2025: Will policy uncertainty trump growth?
What is shaping global growth and policy uncertainty? And what is our outlook for equity and fixed income markets in 2025?
Chart of the week: inflation never dies
In the latest instalment of our blog series, Chart of the week, David Thompson, Head of Fixed Income Strategy, examines US inflation. Is the inflationary surge we have experienced in recent years finally over?
Investment Viewpoint: regional performance disparity looks stark
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: what a difference three weeks can make
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the US dollar.
Investment Viewpoint: euro area PMIs disappoint
Simplifying the complex with clear and concise market insights direct from our investment experts.
The Big Question: how can I fund my child’s education?
In our latest episode of The Big Question, we ask Grace Webster, Senior Wealth Executive: how can I fund my child’s education?
Chart of the week: all cylinders firing
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the performance of the US, euro area and Chinese economies.
Relocating overseas? What you need to know about international tax regimes
This report examines eight countries that we are commonly asked about when clients are considering a move abroad.
Investment Viewpoint: the last mile for US inflation is still proving difficult
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: Trump needs to impress the bond markets
In our latest instalment of our blog series, Chart of the week, David Thompson, Head of Fixed Income Strategy, examines President-elect Trump’s possible effect on the US bond market.
Investment Viewpoint: markets react to Trump's victory
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: recovering
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the US dollar.
Investment Viewpoint: how did markets fare in October?
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: so far stable
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the movement in the Brent oil price.
Investment Viewpoint: consolidation in equity markets and IMF changes
How did markets fare last week?
Chart of the week: more realistic now
In our latest instalment of our series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the change in interest rate expectations in the US.
Investment Viewpoint: continuing momentum in equity markets
How have equities been faring?
Finance Bill 2024: four key takeaways
Our Head of Tax Catriona Coady details significant measures contained in the Finance Bill and how they may apply to our clients.
Budget 2025: the big (Apple) giveaway
Our chief economist Dermot O’Leary presents his view on Budget 2025.
Budget 2025: key takeaways for our clients
Goodbody examines some of the key takeaways from Budget 2025.
The Big Question, Budget 2025 special: plans announced for Standard Fund Threshold to increase
In our latest episode of The Big Question, Catriona Coady, Head of Tax, examines the planned increase to the Standard Fund Threshold.
What’s behind the recent equity market weakness?
On Monday, Wall Street was hit by a bout of severe tumult and suffered its worst day in almost two years. What drove the sell-off?
Chart of the week: worrying signs
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines euro area business sentiment - and what it tells us about the euro area economy.
Investment Viewpoint: Q2 earnings season gathers pace
How did the market fare last week? And what are the key takeaways from Q2 earnings season so far?
Investment Viewpoint: a tough week for equity market
What happened in equity and bond markets last week?
Chart of the week: extended? Yes. A ‘bubble’? We do not think so.
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines why equity market performance has been relatively narrow this year.
Chart of the week: the mood is improving
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the significant moves in interest rate expectations in the US so far this year.
Investment Viewpoint: key takeaways from our Asset Allocation Committee meeting
What were the key messages from our Asset Allocation Committee meeting last week?
The Big Question: what is auto-enrolment?
In our latest episode of The Big Question, we ask Jim Connolly, Head of Pensions Technical: what is auto-enrolment?
Chart of the week: a challenge
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines how the US, eurozone and Chinese economies are performing relative to forecasts - and what that means for equity markets.
Investment Viewpoint: political events in focus
Political events were prominent last week. What do they mean for markets?
Chart of the week: it’s not over yet
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the movement in the French 10-year yield and its spread over the German equivalent in the wake of the first round of the French National Assembly elections.
Investment Viewpoint: 2024 mid-year review and outlook
How has the year evolved relative to our 2024 outlook - and what is our outlook for the rest of the year?
Chart of the week: how will the US presidential election affect the healthcare sector?
In our latest instalment of our blog series, Chart of the week, Brian Flavin, Senior Research Analyst, examines how the US medical devices sector performed in the last US presidential election year versus the current one.
Chart of the week: not too hot, not too cold
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the outlook for US interest rates.
The Big Question: what is a bare trust?
In our latest episode of The Big Question, we ask Catriona Coady, Head of Tax: what is a bare trust?
Chart of the week: the concern is not here
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the US labour market and asks: is the growth in employment inflationary?
Chart of the week: the euro revival
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the change in fortunes for the euro area equity market relative to the US equity market.
US Federal Estate Tax: what you need to know
As many Irish investors typically have large exposures to US shares in their investment or pension accounts, we are frequently asked: what is the potential exposure to US Federal Estate Tax (FET) on US investments in these accounts on death?
Chart of the week: things changing in Japan?
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines why Japan's 10-year bond yield has climbed to levels not seen since 2011.
Chart of the week: the US slowdown cometh?
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the latest ISM non-Manufacturing survey - and what it tells us about the US economy.
The Big Question: why is post-retirement planning important?
In our latest episode of The Big Question, we ask Simon Owens, Lead Financial Planner: why is post-retirement planning important?
What you need to know about the new CAT filing obligations for certain loans from relatives
Here we outline what loans are subject to the new reporting obligation, how a close relative is defined – and what this means for you.
The Big Question: what is business protection?
In our latest episode of The Big Question, we ask Simon Owens, Lead Financial Planner: what is business protection?
Chart of the week: the rise broadens
The Big Question: what is income protection?
In our latest episode of The Big Question, we ask Simon Owens, Lead Financial Planner: what is income protection and why is it important?
Empowering women through financial literacy
To mark International Women’s Day this year, we’re reflecting on our partnership with THE GLOSS magazine.
Chart of the week: are the ‘Magnificent Seven’ stocks in bubble territory?
In our latest instalment of our blog series, Chart of the week, Sebastian Orsi, Senior Research Analyst, examines the 'Magnificent Seven' stocks.
The Big Question: how do PRSAs work?
In our latest episode of The Big Question, we ask Simon Owens, Lead Financial Planner: how do PRSAs work?
Chart of the week: Japanese equities – all that glistens is not gold
In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the performance of the Japanese equity market.
The Big Question: when is the best time to start a pension?
In our first episode of The Big Question, we ask Simon Owens, Lead Financial Planner: when is the best time to start a pension?
Chart of the week: long-run expected returns
In our inaugural Chart of the week, we focus on our long-run expected returns for major asset markets.
Setting financial goals for 2024
A new year is an opportunity to refocus on your future financial goals. Here we examine four common financial goals.
Investment Outlook 2024: going for (structural) growth
Our Investment Outlook 2024 publication analyses the key themes shaping the global economy in 2024 alongside detailed asset-class outlooks in equities and fixed income.
An end to the favourable tax regime in Portugal?
In our Q&A with Tax Specialist Aodhan Deane, we examine Portugal's plans to end the NHR regime - a tax break for foreign residents.
How to fund your child's education
That is why it is important to take the time to do some financial planning around how to best structure your savings and investments to cope with the increased demands on your income for today and tomorrow.
What are bare trusts?
Conor Crowley, Wealth Management Executive, examines bare trusts and how they are managed.
Inheritance planning: how to start gifting during your lifetime
In the final instalment of our three-part inheritance series, we consider potential ‘giving while living’ options.
Receiving an inheritance: seven things you need to know
In the second instalment of a three-part series, we present some tips for those expecting an inheritance – from what to do with it to who pays the tax bills.
Passing on property
How to keep it in the family
Inheritance planning: why conversation is critical
In the first instalment of a three-part inheritance-focused series, we look at the need for transparency and the importance of preparing the beneficiaries of inheritance for the receipt of wealth.
Case study: should I combine my pension?
In this case study, we consider how to simplify your pension landscape.