pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: are growth fears overdone?

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

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pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: are interest rate expectations peaking?

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

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pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: Is the Fed reaching peak hawkishness?

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: Increasing exposure to fixed income again

Bernard Swords

How has our asset allocation changed month-on-month?

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pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: why fixed income is becoming more attractive

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: Repositioning for a maturing cycle

Bernard Swords

How has our asset allocation changed month-on-month?

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: what does the crisis in Ukraine mean for asset allocation?

Bernard Swords

How has our asset allocation changed month-on-month?

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volatility-investment-goodbody-landscape-feb22
Your Investments
Market volatility: not just about geopolitics

Bernard Swords

In our view the volatility of early 2022 should be regarded as a correction and not a reversal of trend.

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top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: what does central banks' hawkish turn mean for asset allocation?

Bernard Swords

How has our asset allocation changed month-on-month?

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top-down-investments-goodbody-landscape-jan20
Your Investments
Summer holidays over? | Top Down

Bernard Swords

World equites have retuned almost 6% in euro terms since the middle of June and the broad euro area fixed income market has given us almost 2%.

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top-down-investments-goodbody-landscape-jan20
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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top-down-investments-goodbody-landscape-jan20
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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top-down-investments-goodbody-landscape-jan20
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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