With investors wondering whether value’s outperformance of the last two years can be sustained, we looks at three key questions at the heart of the debate.
The Energy Crisis Is Only Just Beginning
Next winter is where the real challenge lies
Opinion: It’s Not All Bad News for Residential Property Investors
by Mark Coan
As interest rates rise residential property prices have come under pressure, but the Central Bank raising the mortgage limit from 3.5 to 4 times income from the 1st of January this year may open up significant new demand and prop up prices longer term.
How to use annual review reports to enhance the client experience and give them peace of mind.
by Rory Brazil
One of the biggest challenges for advisers is in developing an engaging Client Value Proposition.
If the US does have a soft landing it would be because the Federal Reserve tightened enough to slow inflation, but not enough to throw the economy into recession.
Are PRSA’s the Future?
by Eoin Hassett
The removal of the benefit in kind (BIK) on employer contributions now makes the PRSA a very real competitor to both retail and group master trusts.
Investment themes for 2023
Most investors will be glad to see the back of 2022. It was a grim year for both bonds and equities.
by Sonal Desai
Bond investors have started the new year on a very upbeat tone.
Global ‘Savings Glut’ continues to drive down the return on capital….
by Don Walshe
So what does the global savings glut imply for economic policy, investment and asset pricing in the years ahead?
Not another inflation article
by Ben Stuart
It is no mystery as to why we have seen rates increase so much over the course of 2022.
European Outlook 2023
by Paul Wild
With a tolerable monetary headwind, pockets of earnings tailwinds and modest valuations it may just be that Europe continues to shine versus its peers.
Do not underestimate the impact of quantitative tightening
It may affect economies more than central banks assume