Changes to the nature of workforces in the developed world have seen the proportion of Gross Domestic Product (GDP) accounted for by wages fall for several decades, boosting investment returns. However, these trends could be set
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Looking Beyond Negative Yields
Bonds will continue to provide benefits in terms of both portfolio diversification and return in the years ahead. However, with absolute bond yields at low or even negative levels in some markets, we acknowledge that these benefits may be muted relative to historical patterns.
Public versus private debt – what’s the difference?
With interest rates at historic lows, asset classes such as commercial real estate debt, infrastructure debt and corporate debt are increasingly attractive.
Climate disruption: the new normal
The world seems to be losing the battle to halt climate change. Economies and financial markets appear increasingly unprepared for the disruption that higher global temperatures will bring. Moreover, policies to limit rising temperatures do not yet appear to be fit for purpose.
AI – Acronym indecipherable?
No longer the play thing of Bletchley Park or Silicon Valley, AI has been the mainstream for a number of years, and adoption is growing
Technology – The best defence is offence
Technology has plunged us into an era that is defined by the unknown. Julian Howard shares his views on the potential benefits of our current low growth environment.
Should investors continue to ignore inflation?
Global growth is approaching an inflection point; either the slowdown becomes entrenched and leads to a recession, or the cycle gets extended as interest rate cuts and fiscal stimulus start to take effect. What does this mean for the inflation outlook?
Environment and nature funding
Ireland, like many other countries has declared a state of climate emergency. We have yet to see this translated to a growth in donations to environmental charities in Ireland.
What are structural risks with ETFs?
As the ETF market continues to grow, investors are questioning how secure their ETF holdings are. We outline some of the key points they should consider.
Defined Benefit (DB) pension schemes in Ireland and the importance of advice
we see these schemes in Ireland as a guarantee and a “rock solid” promise by the employer, they are in fact dependent on many factors that if not in place or enforced could result in the benefit being reduced or not paid at all.
How likely is a global recession?
Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief. However the author believes the UK could be moving closer to recession territory.
Green bonds seeking new opportunites to invest in good
Green bonds are capital market instruments used to fund projects that will have a positive environmental and/or climate benefit. According to the Green Bond Principles (GBPs)
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