Archive

Bernard Swords

Equity markets remained under pressure last week but there was some relief in the second half of the week as Ukrainian and Russian foreign ministers met. There was little agreed at the meeting but the Russian ‘shopping list’ has shown some flexibility which could indicate movement towards a resolution.

Bernard Swords

The tragedy unfolding in Ukraine over the past week has been extremely difficult to watch and comprehend. The horrific scenes are having an enormous impact on us all. We will continue to monitor market developments closely as the crisis deepens and provide clear investment updates to you.

Bernard Swords

Market Pulse brings you weekly insights direct from our investment team.

Bernard Swords

Chief Investment Officer Bernard Swords takes stock on the current equity friendly backdrop as we reach year end, barring some impact from Omicron.

Bernard Swords

Covid and the new variant will be the main market focus in the short-term but stressed that it should not impact on asset positioning as good indications on economic performance continued last week.

Bernard Swords

A discussion on the rise of Covid as a major influence on markets last week and the changing expectations around the timing of US interest rate hikes as well as strong economic data as the US powers out of its summer lull.

Bernard Swords

CPI release showing continued inflationary pressure in the US economy and the muted market response.

Bernard Swords

How reticent central banks are to increase interest rates as well as the continuation of a strong Q3 earnings season, all leading to a positive outlook for markets.

Bernard Swords

As a strong reporting season continues, the momentum in equity markets as well as expectations of an interest rate increase being brought forward.

Bernard Swords

A positive start to Q3 earnings season as well as positive economic data releases last week has reassured markets that expansion has not been derailed.

Michelle O'Keefe and Kevin Ronayne

What are the themes and concerns on investors’ minds? Michelle O’Keefe, Head of Wealth Advisory, and Kevin Ronayne, Senior Investment Director, tackle the big issues that they hear in their conversations with clients every day.

Bernard Swords

Third quarter performance, the outlook for the final quarter of the year and the recent market sentiment.