Wealth Matters, Q2 2022: Sentiment, fundamentals and expectations

08 April 2022

In our latest edition of Wealth Matters, Joe Prendergast, Global Strategic Advisor, examines the turbulence in financial markets amid high inflation, interest rate concerns and the war in Ukraine.

“Equities have rebounded, supported by earnings fundamentals, but elevated valuations and higher bond yields suggest some rebalancing of equity weights in portfolios is now warranted,” he explains.

Other highlights in this edition include:

  • Martin O’Hora, Director, Goodbody Pensioneer Trustees, explores the financial implications of retiring abroad.
  • Chief Investment Officer Bernard Swords explains why the rebound in equity markets in March may provide a favourable opportunity to rebalance portfolios.  
  • Niamh O’Leary, Investment Analyst, examines the risks from the inflation factor and its potential impact on bond markets and beyond. 

For a comprehensive picture of our views, read the full report below or click here to view the report in your browser. 

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