Bernard Swords

In our view the volatility of early 2022 should be regarded as a correction and not a reversal of trend.

Bernard Swords

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

Joe Prendergast

In this issue of Wealth Matters, we present our views on the investment landscape and explore a wealth planning theme to help build and protect our clients' wealth.

Joe Prendergast

After a year of tumult, our Investment Outlook for 2022-2026 takes a look at our outlook for global growth.

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.

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%.

Bernard Swords

As we expected there has been a spike in inflation and from what we have seen thus far suggests that it will be transitory.

Bernard Swords

Inflation is the topic of the day at the moment. The arrival of inflationary pressures has not surprised us.

Bernard Swords

We are not yet four months into the year and already equity markets have delivered double digit returns in Euro terms.

Bernard Swords

The yield on 10-year US Treasuries has risen by about 0.5% to 1.75% since the last Top Down in February and is up 0.85% since the start of the year.

Bernard Swords

So far this month world equities have returned about 7% and are back to all-time highs

Bernard Swords

The world is still in the grip of the Covid19 pandemic and equity markets continued to grind higher.

Goodbody Wealth Management Report