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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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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
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
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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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
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
Outlook 2021 - 2025 | On the road to full recovery
Goodbody Wealth Management Report
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Your
Investments
Think like the Fed
Bernard Swords
If the Fed cannot predict inflation should we be trying?
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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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Your
Investments
Cautious optimism
Bernard Swords
Careful approach warranted after market pullback
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Your
Investments
Buy the dip | Top Down
Bernard Swords
Investor psychology changes during expansion
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Your
Investments
Recovery gathers pace
Bernard Swords
Retail sales and policy support spur further momentum
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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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