CIO

market-pulse-2-investments-goodbody-landscape-jan21
Your Investments
Earnings season off to a strong start

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.

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Your Investments
A weak end to Q3, but fundamentals have room to improve in Q4

Bernard Swords

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

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Your Investments
Navigating a rising inflation environment

Bernard Swords and Niamh O’Leary

Transitory or here-to-stay? Here we present our views on inflation, the potential impacts of higher inflation across asset classes and how we are positioned in this environment.

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Your Investments
Markets unsettled with China’s Evergrande

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

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Your Investments
Slower growth narrative getting louder

Brian Flavin

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

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Your Investments
Is it time to increase exposure to Asia?

Frank Murray, Research Analyst

Discussion on the growth concerns emanating from policy changes in China and whether this market weakness might present a buying opportunity.

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Your Investments
Summer holidays over? | Top Down

Bernard Swords

World equites have retuned almost 6% in euro terms since the middle of June and the broad euro area fixed income market has given us almost 2%.

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Your Investments
Growth scared, should we be?

Bernard Swords

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

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Your Investments
Observations from the recent market turmoil

Bernard Swords

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

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Your Investments
Still transitory

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.

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