Elizabeth Geoghegan, Head of Fixed Income Strategy, and Bernard Swords, Chief Investment Officer

From equities to fixed income, here we present our outlook through year-end.

Bernard Swords

During the summer, the idea of a ‘soft landing’ for the US economy gained traction to help equity markets but high interest rates were determined to stick around.

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

Elizabeth Geoghegan

Excess cash in a time of high inflation is both a blessing and a curse. While it’s essential to have money in the bank for ongoing spending and emergencies, cash that is sitting in your account might be quickly losing value.

Here you can get know our experts a little better – from their position at Goodbody and how they work with clients to their favourite podcasts and TV series, we invite you to Meet the Team.

Bernard Swords

Since the end of June, Markets have been relatively flat with equities are up 0.4% in euro terms and fixed income markets down 0.1%.

Bernard Swords

Although still positive, overseas demand in China is subdued. This could be the impact of continued stronger demand for services rather than goods but could also be an indication of a weakening global background.

Sebastian Orsi, CFA

It’s only a few weeks since our last Top Down (26 April), so the broad themes running through markets are unchanged: the outlook for a ‘soft landing’ in the US, slowing but still high inflation, and earnings resilience.

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