During our recent Investor Summit, we tackled the big issues that we hear in our conversations with clients every day.
What are the themes and concerns on investors’ minds? To find out, watch Michelle O’Keefe, Head of Wealth Advisory, and Kevin Ronayne, Senior Investment Director, examine client perspectives on risks, markets and investment decisions in the video below.
- Over the last 12 months, the overriding concern for clients has largely been around negative interest rates. Our view is that interest rates will likely remain this low until 2024-2025.
- It is really important for clients to make sure all of their assets are well diversified.
- The Covid-19 pandemic has prompted a big reset. We are having more conversations about retirement planning and the passing of wealth to children and grandchildren.
- Market concerns can be addressed through strategic planning, even in an environment with major concerns.
Missed the Goodbody Investor Summit? Catch up now!
On 30 September, we held the inaugural Goodbody Investor Summit, bringing together some of our brightest minds for a morning of engaging panel discussions and thought-provoking sessions.
Our virtual event delved into the key issues and themes shaping the investment landscape – from inflation and negative interest rates to environmental, social and governance (ESG) investing and the art of picking great companies.
Missed the Investor Summit or want to revisit a topic? Watch the sessions here.