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Your Investments
Inflation, has it arrived? | Top Down

Bernard Swords

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

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Your Investments
Inflation Genie out of the Bottle?

Bernard Swords

The surprise US CPI figure last week and its impact on inflation expectations and investment strategy

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Your Investments
A pause for thought

Bernard Swords

Market reaction to disappointing non-farm Payrolls data and the implications for equity and bond markets in the months ahead.

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Your Investments
What a start | Top Down

Bernard Swords

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

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Your Investments
Tax and tapering dominate the headlines

Bernard Swords

Strong Q1 economic data that is feeding into the earnings season with US earnings coming in more than 20% better than expected. The newsflow from the US on tax funding and tapering by Bank of Canada as it announces the scaling down of their bond purchases.

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Your Investments
Welcome to the world of re-opening

Bernard Swords

The positive economic data fuelling market activity as Q1 reporting season kicks off to a strong start.

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Your Investments
Q1 in review: a quarter for equities

Bernard Swords

Key themes that dominated investment markets in the first quarter of the year.

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Your Investments
It’s all about the why | Top Down

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.

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market-pulse-3-investments-goodbody-landscape-feb21
Your Investments
US feeling the pressure with rising Bond yields

Bernard Swords

An increase in employment in sectors effected most by COVID 19.

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Your Investments
Focus on Fixed Income Market

Bernard Swords

Rise in bond yields, with focus on the Fed and Central Banks not changing policy.

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