The polls promised us a landslide victory. Instead we were left with days on the edge of our seats. After a disaster in 2016, is it time to fire the pollsters?
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Seeking diversification in a zero-rates world
Portfolios combining bonds and equities have thrived in the 2000s and 2010s, as the structural decline in interest rates propelled bond and equity markets higher.
More Fallen Angels Ahead in Europe?
European credit has not escaped the global waves of ‘fallen angels’ in the investment-grade market and defaults in the high-yield market.
Small but mighty
The global pandemic has now fast-tracked some emerging trends. We believe smaller companies are situated at the cusp of transformative investment themes with some strong tailwinds.
A not so straightforward US election
Amid all the drama in the US presidential race, it is easy to forget that elections for the Senate and House of Representatives (frequently referred to as the House) are also taking place concurrently
Mind the standard fund threshold
Modest funding of a pension over a long period of time can lead to breaching the threshold. The potential to breach the threshold may be further compounded by the current political focus on it
Golden Years
Where previously gold was a quirky ‘alternative’ asset class, potential flow is approaching the sector from all quarters.
Fed repression could turn to Fed regret
The risk of asset bubbles means that zero rates could come back to haunt the Federal Reserve.
Digital 4.0: The next wave of technology innovation
The fourth wave or ‘digital 4.0’ as we describe it, will be larger than its predecessors
Investing in the circular economy
The traditional linear economy based on the “take-make-dispose” production and consumption model has pushed the planet’s capacity out of balance
A review of Budget 2021
Ireland unveiled its latest Budget, which was historic in more ways than one. Up until very recently, it would have been hard to imagine two ministers from the two biggest political rivals in the history of the State, standing up together to deliver a unified Budget.
Identifying growth beyond the tech giants
There is a widely held view that alpha generation in the US has solely hinged on whether or not an investor has held active positions in these five tech giants. This is a major misconception.
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