The European Central Bank (ECB) has raised its interest rates for the first time in 11 years and it has done so in an urgent manner.
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The pensions death trap
Many pension investors assume that the entire value of their pension fund is paid out on death, unfortunately this is not always the case.
Technology stock valuations have become reasonable
Despite the recent rout, tech stocks are still not cheap
How to fix inflation
If you follow the financial press, the conventional wisdom has come to the simple conclusion that the way to fight inflation is raising interest rates. Unfortunately, this is just not true. Yes, raising rates may slow the economy, but that alone won’t fix inflation.
Eurozone braces for series of ECB rate-hikes
It has been a long time coming but just over eleven years to the day that the European Central Bank last raised official interest rates
Are recession concerns overdone?
There’s no doubt the backdrop for growth is challenging
Positive outlook for European bank bonds
European banks are entering the slowdown with healthy capital buffers. We would argue that they’re in a position to benefit from the rising rates environment.
Highlighting ETF liquidity during times of stress
The stressful events markets have faced this year have led to questions about ETF liquidity.
Self-Administered Pension Schemes and their role post IORP II
IORP II have impacted the entire Irish pensions industry in many ways, Self-Administered Pension Schemes (SSAPs) are where clients and advisors have seen the most significant changes, particularly relating to permissible investments.
No, we are not about to return to 1970s-style inflation
Today’s central banks are willing and able to tackle the problem
Is your equity portfolio ready for a turn in the investment cycle?
The big picture is that a number of capital cycles are turning, and investors need to refocus their attention onto supply side dynamics, and towards sectors which have been overlooked for the majority of the post-GFC era.
Recession unlikely in 2022
The consensus among economists puts the odds of a recession starting sometime in the next year at 30%, according to Bloomberg’s most recent survey.
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