Investing

Aodhan Deane, Tax Specialist, Goodbody Wealth Management

As many Irish investors typically have large exposures to US shares in their investment or pension accounts, we are frequently asked: what is the potential exposure to US Federal Estate Tax (FET) on US investments in these accounts on death?

Owen Redmond

A new year is an opportunity to refocus on your future financial goals. Here we examine four common financial goals.

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

Sebastian Orsi, CFA

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

Goodbody is dedicated to designing financial plans to build and protect the wealth of its clients through every milestone in their financial journey.

Elizabeth Geoghegan, Head of Fixed Income Strategy, and Bernard Swords, Chief Investment Officer

From equities to fixed income, here we present our outlook through year-end.

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.

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

Elizabeth Geoghegan

Excess cash in a time of high inflation is both a blessing and a curse. While it’s essential to have money in the bank for ongoing spending and emergencies, cash that is sitting in your account might be quickly losing value.

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

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%.

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.

Sebastian Orsi, CFA

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.