Bernard Swords

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

Bernard Swords

As recession fears mount, many clients and prospective clients are asking us: when should I start my investment journey given the elevated risk of a recession in the near term?

Joe Prendergast

In this issue of Wealth Matters, we reflect on a punishing H1, look ahead to H2, explore ways to fund children's education and examine bare trusts.

Dermot O'Leary

Economic Monitor explores the key themes shaping the global economy.

Bernard Swords

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

Catriona Coady

In the final instalment of our three-part inheritance series, we consider potential ‘giving while living’ options.

Catriona Coady

In the second instalment of a three-part series, we present some tips for those expecting an inheritance – from what to do with it to who pays the tax bills.

Sebastian Orsi CFA, Senior Research Analyst

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

Joe Prendergast

Much has changed since we published our 2022-2026 Investment Outlook. Russia’s invasion of Ukraine has clouded the investment outlook, adding to inflation and interest rate concerns, and, against this backdrop of increased uncertainty, some of our assumptions have changed.

Bernard Swords

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

Simon Owens, Lead Financial Planner for Goodbody Personal

In this case study, we consider how to simplify your pension landscape.

Conor Crowley, Wealth Management Executive

In this case study, we consider the importance of diversification when investing a lump sum, such as inheritance.

Joe Prendergast

In this issue of Wealth Matters, we present reflect on the turbulence in financial markets and explore the financial attractions of a retirement abroad.