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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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Your Investments
Growth worries seem misplaced

Bernard Swords

Market sentiment shift from inflation worries to economic slowdown fears that have dominated market headlines in recent days.

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Your Investments
The beat goes on

Bernard Swords

A strong Q2 for equity markets and our outlook for asset markets for the second half of 2021.

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Your Investments
Fresh optimism

Bernard Swords

Improvement in market sentiment last week including growth data and the implications of the latest potential fiscal stimulus in the US.

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Your Investments
Moving out of recovery

Bernard Swords

Market reaction to last week’s Fed meeting, the speeding up of the rate cycle and what it all means for portfolios.

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Your Investments
Worried? Always, but not enough to change our minds | Top Down

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.

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market-pulse-2-investments-goodbody-landscape-jan21
Your Investments
End of the beginning?

Bernard Swords

Revisiting the topic of inflation and summarises the views from the monthly Top Down memo as the economic cycle moves from recovery to expansionary mode.

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