Archive

Bernard Swords

Key takeaways from the end of the quarter with the tapering time table, China’s Evergrande debt and a spike in energy prices

Sebastian Orsi, CFA

Potential policy changes as the US Federal Reserve meets this week

Dermott Aspell

Highlights and key takeaways from last week’s Goodbody Asset Allocation Committee meeting, including the decision to increase exposure to US short duration as an attractive risk return profile relative to cash

Brian Flavin

Background to the latest economic datapoints that reflect a weaker growth narrative and how the Investment Team remains positive about continuing growth.

Bernard Swords

Tremors in equity markets caused by below forecast consumption figures and Delta variant concerns.

An analysis of follow-on issues on the London Stock Exchange Main Market and Alternative Investment Market to identity the trends shaping capital raising activity from London-listed businesses.

Bernard Swords

Concerns with the peak of growth have proven short-lived, as retail flow and strong earnings have quickly supported equity markets.

Bernard Swords

Why concerns over the growth outlook are capturing more attention than the inflation outlook and early themes that are emerging from Q2 earnings season.

Bernard Swords

Market sentiment shift from inflation worries to economic slowdown fears that have dominated market headlines in recent days.

Bernard Swords

A strong Q2 for equity markets and our outlook for asset markets for the second half of 2021.

Bernard Swords

Improvement in market sentiment last week including growth data and the implications of the latest potential fiscal stimulus in the US.

Bernard Swords

Market reaction to last week’s Fed meeting, the speeding up of the rate cycle and what it all means for portfolios.