top-down-investments-goodbody-landscape-jan20
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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top-down-investments-goodbody-landscape-jan20
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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top-down-investments-goodbody-landscape-jan20
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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top-down-investments-goodbody-landscape-jan20
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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top-down-investments-goodbody-landscape-jan20
Your Investments
The helicopter is here | Top Down

Bernard Swords

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

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top-down-investments-goodbody-landscape-jan20
Your Investments
Climbing the Wall of Worry | Top Down

Bernard Swords

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

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top-down-investments-goodbody-landscape-jan20
Your Investments
Think like the Fed

Bernard Swords

If the Fed cannot predict inflation should we be trying?

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top-down-investments-goodbody-landscape-jan20
Your Investments
A United Europe | Top Down

Bernard Swords

An increase in confidence in the Union from overseas investors and in particular in the US.

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pulse-investments-goodbody-landscape-feb20
Your Investments
Cautious optimism

Bernard Swords

Careful approach warranted after market pullback

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top-down-investments-goodbody-landscape-jan20
Your Investments
Buy the dip | Top Down

Bernard Swords

Investor psychology changes during expansion

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pulse-investments-goodbody-landscape-feb20
Your Investments
Recovery gathers pace

Bernard Swords

Retail sales and policy support spur further momentum

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pulse-investments-goodbody-landscape-feb20
Your Investments
Return of volatility shows value of caution

Bernard Swords

Markets hit first speed bump on road out of lockdown

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recovery-investments-goodbody-landscape-jun20
Your Investments
Are we in a rally or a recovery?

Bernard Swords

Three things to watch out for

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