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Your Investments
An unsurprising pause

Bernard Swords

Pause in equity markets as bond yields grind higher. The larger than expected fiscal stimulus in the US has added to the pressure which is likely to continue in the short-term.

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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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Your Investments
Markets surge again

Bernard Swords

Back to Risk-On

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Your Investments
Jitters continue, but opportunities broadening

Bernard Swords

The longer-term case is intact as policy support continues and earnings seasons is going well.

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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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Your Investments
Market fundamentals continue to improve

Bernard Swords

Despite prolonged lockdown concern

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Your Investments
Weak for now but policy boost should follow

Bernard Swords

CIO Bernard Swords discusses weak near-term developments but argues that the policy backdrop improves the outlook further and continues to support our investment view.

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Your Investments
Stimulus to drive equity outlook

Bernard Swords

Senate victories for Democrats caught the markets by surprise and have driven a strong, value-led rally

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Your Investments
Positive trade and fiscal news

Bernard Swords

Amidst short term turbulence

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pulse-investments-goodbody-landscape-feb20
Your Investments
Road to recovery

Bernard Swords

Ongoing expansion in the years to follow

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