The impact of climate change presents a systemic investment risk, making the importance of an investment’s environmental footprint more critical than ever before.
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Is Japan really a disappointing equity market?
Some investors historically have seen Japan’s equity market as a constant source of disappointment. I can understand why.
Corporate bonds are still okay, even at tighter valuations
About a year ago one vein of concern we pushed back against was alarm over the massive amount of bonds corporate America was issuing
A very different US business cycle
In spite of some dire predictions at the start of the pandemic, the Covid-led recession has been the shortest in US history.
Why is digital infrastructure so important for real estate investing?
The digital revolution represents a shift in the way we live and work, and offers a compelling, long-term global investment opportunity.
Cross-currents affecting Chinese technology businesses
The Chinese authorities are currently re-examining rules around listing outside China’s stock exchanges
Who’s smarter, equities or bonds?
Stereotypes are sometimes useful, they can hold truths.
Financial planning pointers for Irish expats returning to Ireland
The pandemic has caused many Irish Expats to consider returning to Ireland to be closer to family
Inflation: nothing to see here. Really?
Financial markets seem to be unfazed by rising CPI, but businesses and consumers appear considerably less sanguine.
Into choppier waters
The serenity of equity markets is deceptive
Legacies to charities up 60% in five years
Legacy income to charities in Ireland grew by over 60% between 2015 and 2019. The finding is included in the new report by Campaign Solutions.
Could global growth this year be the fastest this century?
We’ve substantially upgraded our growth forecasts for 2021.
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