CIO

pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: OPEC+ postpones meeting; Fed and ECB minutes in focus

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

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pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: Has inflation gone away?

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

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pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: US Treasury bonds lead a recovery

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

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pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: Markets rally on hopes rates have peaked

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: still cautious

Sebastian Orsi

We maintained our cautious stance – and recently moved to buy some longer-term bonds, adding some duration to bond portfolios.

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Your Investments
Top Down: Much ado about nothing?

Bernard Swords

During the summer, the idea of a ‘soft landing’ for the US economy gained traction to help equity markets but high interest rates were determined to stick around.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: A Soft Landing in the US Still Possible

Bernard Swords

Since the end of June, Markets have been relatively flat with equities are up 0.4% in euro terms and fixed income markets down 0.1%.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: Signs of Slowing Growth

Bernard Swords

Although still positive, overseas demand in China is subdued. This could be the impact of continued stronger demand for services rather than goods but could also be an indication of a weakening global background.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: Cautious stance still warranted despite calm markets

Sebastian Orsi

It’s only a few weeks since our last Top Down (26 April), so the broad themes running through markets are unchanged: the outlook for a ‘soft landing’ in the US, slowing but still high inflation, and earnings resilience.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: Security returns but earnings flat

Bernard Swords

When we published our last Top Down (15 March), we were in the middle of the US bank failures and the forced sale of Credit Suisse was about to occur.

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Your Investments
Top Down: What to expect after the failure of Silicon Valley Bank

Bernard Swords

While US authorities have moved quickly to contain the fallout of Silicon Valley Bank’s failure, there is likely to be more monetary tightening.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: Stronger Growth Data Helps to Dampen Recession Fears

Bernard Swords

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

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: A New Year with Familiar Problems

Bernard Swords

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

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Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.